OUR PROCESS
At CFG Brokerage Network, we focus on helping advisors bring their clients through a planning process to determine the appropriate solution. Through each phase of implementation we will be there to help you support and provide your clients with a first-class experience.
1. Listen
After understanding your objectives, we collaborate to outline the appropriate steps and material needed to design the best possible solution.
4. Design
We design the appropriate solutions and take care of case design packaging, illustration support, business valuations, and legal analysis.
2. Help
We help identify opportunities and provide fact finder support through our experience in certain markets and product lines.
5. Implement
Collaborate with our team of experts to implement the decided solution by implementing in-field advanced sales and product specialist support.
3. Analyze
Through analyzing potential options, we offer up product alternatives and competitive analysis.
6. Serve
Provide our brokers ongoing service by helping manage their book of business, analyze potential opportunities, and support adjustments when needed.