Challenge:

Help one of the world's largest financial services companies recover in its second-largest market after losing its regional CEO and more than 150 financial advisors to a competing company.

What we did:

Obtained significant positive media coverage, introducing its new regional CEO and positioning its financial advisors as industry experts; conducted media training for more than 40 different advisors; and, provided crisis-management counsel as needed.

What we accomplished:

Within 16 months, the market group showed performance improvements well beyond where it had been previous to the resignations: volume production (up 30%); financial planning fees per advisor (up 280%); client satisfaction (up 85%); and, assets under management (up 30%).