The Business Strategies Group (BSG) was created specifically to assist advisors who want to grow their businesses and obtain higher levels of profitability. The BSG is a team of experienced and enthusiastic consultants who will provide you with specialized strategies, expert advice and unparalleled support through each phase of your business growth process, from establishing to achieving your goals.
The BSG equips you with the tools and resources you need to get your business where you want it to be. We provide you three key tools to help you maximize your strengths, increase your knowledge and reach your objectives. These tools include personalized business consulting, metrics reporting, and specialized education programs. Through this three-pronged strategy, we are able to help you:
• Set clear, quantifiable goals
• Create a comprehensive business plan to reach your goals
• Develop an action plan that will lead to the completion of your objectives
Personalized Business Consulting
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Our experienced business consultants provide you with one-on-one consulting to assist you in defining your business goals, laying out a path to reach your goals, and ensuring each step of the process is accomplished. We will provide you with as much or as little support and advice as you desire.
PEAK Performance Metrics Reporting
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Overwhelming evidence indicates that certain practices are often responsible for success; primarily, business planning and goal setting. Simply stated, advisors who can clearly identify their strategic goals, sequentially build a plan to reach these objectives, and effectively implement their strategic plans will be more successful. In addition, studies indicate that the probability of success rises dramatically when you routinely track your progress towards your goals.
PEAK Performance Metrics is a suite of specialized business tools—available exclusively to advisors affiliated with First Allied—that is designed to support actions that lead to growing a successful business. There are four distinct reports that provide you with critical data: Peak Baseline Report, Summit Report, Ascend Report and PEAK Prospector Query Tool. This suite of reports allows you to identify your goals, create an action plan, track your progress and characterize the ideal client for your business. The full power and impact of these tools are best realized by working with the BSG to embrace a goal-driven, take-action-now mentality.
Specialized Education Programs – The NGU Platform
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Exclusive to our advisors, NGU is unique in the financial services industry. Packed with meaningful training delivered by highly-respected financial professionals in our field, NGU is the launching pad for incorporating our business development platform into your day-to-day operations. At the heart of NGU is a specialized curriculum that is both critical and fundamental to the growth of your business. The core elements of training can be categorized as wealth management, business planning, differentiation, and branding and marketing. These elements are based on many years of research that revealed the behaviors of top producers that separate them from average advisors.
The launching point to the NGU platform is NGU CWS®-I/CWS®-II, where you can obtain your Certified Wealth Strategist® (CWS®) designation and begin accessing the tools and knowledge necessary to grow your business. In addition to NGU CWS®-I/CWS®-II, we have supplementary events to help you further develop your skills and expand your knowledge of the NGU concepts of branding, presentation and messaging.
Putting it All Together
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We use the quantitative data from PEAK Performance Metrics along with the qualitative feedback from coaching and profiling to identify opportunities within your book of business and assist you in creating an action plan that leverages those opportunities. The knowledge you gain at the educational events will help you implement proven business strategies that foster growth and increased levels of profitability. Together, the three aspects of our unmatchable support give you what you need to be successful and reach your goals.
Based on advisor feedback, our platforms and support are unique in the industry and have not been replicated by any other firm in the independent broker/dealer channel. The Business Strategies Group has only one objective: to work with you to build your business in whatever capacity you require. We have absolute confidence in the strategies we employ and the resources we offer, and we know we can take your business to the next level.
