Aug. 6, 2012
/PRNewswire/ -- Southwest Securities, Inc. (SWS) has announced a new initiative focused on building value for the firm's Private Client Group advisers by partnering with Creative Management Group, Inc. (CMG), a consulting firm that provides comprehensive business planning, coaching, and transition services. CMG's Chief Executive Officer,
, and his team have worked with thousands of financial advisers and will be partnering with SWS's advisers to develop customized growth plans for their individual practices.
CMG will assign a team of professionals to work closely with each adviser to establish defined goals with specific plans of action for achieving them. The program is open to all Private Client Group advisers with a monthly commitment.
"The objective viewpoint provided by Creative Management Group through weekly contact with advisers demonstrates their proven ability to increase assets efficiently," said
Larry G. Tate
, Chief Executive Officer of SWS Financial Services and Executive Vice President – Director of Retail of Southwest Securities, Inc. "We encourage all of our current advisers and those who are considering joining our firm to participate in this unique opportunity."
With more than 30 years of industry experience, Creative Management Group's proven comprehensive business planning includes long term strategic marketing, value added client services, and team building. With Project Double®, CMG consultants assist financial advisers in doubling their assets and production in 18-36 months. CMG is not product specific, allowing each team of consultants to focus on the unique goals that are important to each individual practice.
"As the leading consulting firm on Wall Street, we can provide the structure needed to further develop growth in the practices of SWS's Private Client Group financial advisers," Mr. Hunter said. "CMG looks forward to an enduring and beneficial relationship with Southwest Securities."