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Consultative Brokerage University
Survey Results In
2004, C.R. Ekern & Company introduced the Consultative Brokerage
University for our Private Clients. This unique 2 - 1/2 day producer training school
focuses on
the Principles of Consultative Brokerage, the understanding and delivery of
Total Cost of Risk (TCOR), and the improvement of the attendees' brokerages
skills. C.R.
Ekern & Company has produced several CBU's since its inception. Upon the
conclusion of these learning events, the attendees were asked their opinion of the
course, its content, and the achievement of their learning goals. Below
are the cumulative results of our program. Once
again, we
believe the results speak for themselves.
| Category |
Average
Score |
| |
(1
lowest to 5 highest) |
| |
|
| Rob Ekern -
Presentation Style, Quality of Information and Relevance |
4.83 |
| |
|
| Special Guest
Presentations |
4.33 |
| |
|
| Hotel Accommodations
and Facilities |
4.32 |
| |
|
| Handouts and
Presentation Materials |
4.64 |
| |
|
| Case Studies &
TCOR Examples |
4.62 |
| |
|
| Did you accomplish
your learning goals at the CBU? |
Yes =
63
No = 0 |
| |
|
| Would you recommend
the CBU program to others in your firm? |
Yes =
62
No = 1 |
| |
|
| Would you like to
see a follow-up program to the CBU? |
Yes =
61
No = 2 |
| |
|
| Length of CBU
Program |
Too
Short = 4
Just Right = 57
Too Long = 2 |
| |
|
| How many years have
you been in production? |
Average
= 2.71 years
1 year or less = 31%
1.1 to 3 years = 41%
3.1 + years = 28% |
| |
|
| What is your current
book of business? |
Average
= $164,500
$100K or less = 44%
$101-300K = 28%
$301K + = 28% |
| |
|
CBU
Program Overview Page
Best
regards to all Consultative Brokers
C.R. Ekern & Company
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