CEG Worldwide

• Baird Growing Revenues at 12.5% Annual Clip

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Milwaukee-based Baird says it has recruited close to 250 advisors over the past two years or so, and its veteran reps have been boosting average fees and commissions by about 12.5% in 2010 and 2011, putting its year-over-year performance ahead of some larger rivals.

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  Baird Boosts Recruiting as Reps Boost Sales 12.5%

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  Milwaukee-based Baird now includes about 700 financial advisors, says Matthew Curley, national sales director and COO of Baird’s private-wealth management operations.

• The Biggest Winners

  By Patricia J. Abram  |  May 1, 2010

  The TV show The Biggest Loser provides us with a window into the success of those who set out to substantially change their lives. The...

• The Checklist Solution

  By Bill Good  |  May 1, 2010

  I've just finished reading a wonderful book. It's really helped me pull together my thinking on "best practices." Before I tell you about it, let's...

• Conscious Retention

  By Patricia J. Abram  |  March 1, 2010

  To be successful, it's vitally important that you put conscious focus on retaining your current clients, for three reasons. First, as people in many sales...

• What differentiates successful retirement advisors?

  By Mark Dransfield  |  February 1, 2010

  Having success in business is much like succeeding at dieting. We are all aware of the core disciplines that lead to weight loss. However, just...

• Ideal Client Profile

  By Patricia J. Abram  |  November 1, 2009

  The converse of the age-old adage that "you get what you look for" is that if you don't have in mind what you're looking for,...

• More Best Practices

  By Patricia J. Abram  |  October 1, 2009

  Last month's column began our look at the best practices of elite financial advisors, as a valuable model for adopting new and better ways of...

• Best Practices Pay Off for Advisors

  By Patricia J. Abram  |  September 1, 2009

  Thousands of financial advisors coached by CEG Worldwide have one thing in common: they want to improve their businesses and be more successful. We know...

• Getting Guidance: How to Choose the Right Consultant, Coach or Mentor

  By Patricia J. Abram  |  July 1, 2009

  Too often, only the crisis of a heart attack motivates someone to actually quit smoking, eat better and exercise regularly. Similarly, the kind of market...