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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