The Good News Network Summer 2011

The Good News Network
Featured Team of the Month

Interview:

Nick, Gary and Mike, a team from UBS in Michigan, emphasize that they work as a team in the truest sense of the term. They have been working with Matt Vukovich from Creative Management Group since early 2010.

In 2010 the team brought in $21MM in assets and, thus far in 2011, they have added another $44.5mm for a total of $65.5mm in the past 12-14 months.

Our Service

• They are very impressed with consultant Matt Vukovich’s persistence and dedication to helping them achieve their goals.

Business Advisory Group

• The team is implementing the Business Advisory Group approach and new business is coming in the door as a result.

Sales Cycle

• The team reports that putting their processes in writing has allowed them to sharpen their focus.

Internal Motivators and Time Blocking

• Team members affirm that blocking out time each day to work on their program makes all the difference in the world.

Value-Added Client Services

• Putting this platform in place has not only allowed the team to improve client services, it has allowed them to uncover additional assets with existing clients.

Creative Management Group can work with you to accomplish your goals, help hold you accountable, measure your progress, establish action plans and set priorities. Contact us to learn more at rhunter@cmgincusa.com.

New Assets and Referrals Reported by Our Advisors

ILLINOIS

• In Oakbrook an FA brought in $250,000 by going over his Value Added Client Service Worksheet with his client.
• A team in Oakbrook has received 5 referrals and closed $1.4mm from their Business Advisory Group follow up and expects more to come.
• Another client in Oakbrook received five referrals and identified 2.5mm from a Niche Market event.
• A team is working on five prospects representing over $300mm and they are confident they can close half of them this year.

TEXAS

• An FA in San Antonio closed $1mm from his first Business Advisory Group event.
• A team in Houston we started working with in May has uncovered $172mm, brought in $23mm and received 42 referrals from their first Business Advisory Group event and exploring with their BAG members.

GEORGIA

• An FA in Atlanta has uncovered $22.5mm and has closed $10mm from his Business Advisory Group and geographic Niche Markets.
• A team in Atlanta has brought in $11mm in new assets from their Business Advisory Group and Value Added Client Service Plan.

CALIFORNIA

• An advisor in San Jose brought in $2.2mm from their Value-Added Client Service plan and Business Advisory Group.
• A team in Walnut Creek has brought in $5mm in new assets from their Value Added Client Service Plan.

NEBRASKA

• An FA in Omaha has uncovered $6mm in assets from his geographic Niche Market.

VIRGINIA

• An advisor in Williamsburg hosted a social event at a horse racing track. The idea came from a member of his Business Advisory Group and attracted ten clients and 36 prospects.

OHIO

• A team in Columbus brought in $1.2mm in new assets from their Business Advisory Group.

COLORADO

• A team in Ft. Collins is bringing in $4mm from a Business Advisory Group referral.
• A team in Denver brought in $22mm in April alone.

OKLAHOMA

• A team in Tulsa had their first 1 on 1 meeting from their Business Advisory Group and by utilizing the script and role-playing, they received 11 referrals!

PENNSYLVANIA

• An FA in Bala Cynwyd brought in 15mm in new assets from his Value Added Client Service platform and Niche Markets.
• An FA in Philadelphia has brought in $3mm in new assets from their Business Advisory Group.
• An FA in Blue Bell has received 15 referrals from his Niche Market and has uncovered $3.5mm in assets.
• A team in Philadelphia has brought in $9.5mm in new assets from their Business Advisory Group in 2011.

NEVADA

• An FA in Las Vegas has brought in $10mm in new assets from their Business Advisory Group and Niche Markets.
• A team in Vegas brought in $14mm in new assets from their 3 Niche Markets.

MICHIGAN

• Based on their marketing efforts, A team in Birmingham recently brought in $39mm bringing them up to a year-to-date total of $48mm.

ALABAMA

• A client in Mobile has held six one-on-one meetings following his first Business Advisory Group dinner and has already received 24 referrals.
• Another FA in Mobile got two referrals following his first Business Advisory Group dinner.
• And another client in Mobile held six one-on-one meetings following his first Business Advisory Group dinner and received 19 referrals.

FLORIDA

• In Orlando, a FA identified $3mm in assets from his first Business Advisory Meeting.
• An FA in St. Petersburg closed $1mm from his local follow up after his Business Advisory Group event.
• A team in Orlando has identified $25mm from one of their Niche Markets and has closed $5mm to date.
• In Sarasota, a team has identified $9mm through referrals in assets from their first Business Advisory Group event.
• A client in Clearwater closed $1.5mm after his first 1 on 1 follow up meeting for his first Business Advisory Group event.
• A St. Petersburg client closed 1.3mm in assets from a referral he received from his Business Advisory Group.
• A team in Fort Walton Beach held their first Business Advisory Group dinner and got three referrals collectively representing over a million dollars.
• A team in Orlando has brought in $5.5mm in new assets from their Niche Markets and Value-Added Client Service plan.