COMPANY STRATEGIES
Distribution Channels
- Strengthen existing referral alliances with worldwide and regional financial institutions
- Form new referral alliances with regional financial institutions, brokerage houses, accounting firms, family offices and individual advisors with the prerequisite client relationships
- Provide customized concept and prospect training for referral partners through IPG University.
- Develop corporate bank channels with existing referral sources to develop access to non-US corporate clients
Capabilities & Infrastructure
- Expand relationships with offshore carriers and the products required to meet the needs of high net worth individuals, families and corporations
- Develop access to admitted carriers, products and capacity in strategic jurisdictions where admitted solutions are required.
- Manage infrastructure to efficiently support delivering best in class wealth structuring and transfer planning solutions.
- Maintain best in class compliance standards
- Continue state of the art technology practices
Sales & Marketing
- Identify, recruit and train highly qualified, professional sales consultants
- Emphasize employee and sales consultant training
- Develop and provide innovative wealth structuring and transfer planning solutions which are appropriate for the clients’ needs
- Communicate IPG’s corporate message and sales philosophy internally and externally
- Build a strong brand identity through:
- Leadership
- Professionalism
- Capabilities
- Standards of excellence
- Best practices and client suitability
- Planning based approach
- Highly trained consultants
Service
- Maintain ongoing commitment to service for in-force clients
- Annual Reviews
- Ongoing suitability
- Account maintenance (inquiries, changes)