Financial and Professional Services

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    Illustrative Users in FINANCIAL AND PROFESSIONAL SERVICES

    Affirmative Insurance
    AEGON
    AIG – American General
    AIG – SunAmerica
    American Bankers Association
    Bank of Pensacola
    Berkshire Industries
    BF Saul
    Central Bank
    Coldwell Banker
    Credit Acceptance
    Financial Women International
    Furman Company
    Freddie Mac
    Gates Mountain Credit Union
    GFA Federal Credit Union
    Heritage Financial Services
    Horace Mann Companies
    Internal Audit Bureau
    LVM Capital Management
    Maine State Credit Union
    Marine Credit Union
    May’s Insurance
    Merrill Lynch
    Metro 1 Credit Union
    Milford Federal
    Milliman
    Mitchell Wiggins
    Moss Adams LLP
    Mountain West Farm Bureau
    Murray Johnson & White
    Mutual Savings Association
    Page Valley Bank
    Primary Residential Mortgage
    Realtors Association of Metro. Pittsburgh
    SECU Credit Union
    Shoemaker Financial
    South Shore Savings Bank
    Southbridge Savings Bank
    Steinbeck Credit Union
    Suburban Bank & Trust
    TIAA-Cref
    The Bank of the Pacific
    Virginia Society of CPAs
    Wells Fargo Bank
    West Gate Bank

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    FINANCIAL SERVICES
    Examples of How a Professional Culture Is Being Nurtured

    AIG
    Multiple divisions in AIG, a large provider of insurance products and services, purchased our Train-the-Facilitator materials for teaching our Professionalism Is for Everyone seminar to associates.

    Another division within AIG purchased books for its associates.

    Don Richard Associates
    Don Richard Associates is a professional search and recruiting firm with three offices in Virginia specializing in placing financial and office administrative support associates. To demonstrate its ongoing commitment to provide professional candidates, the company created a special program entitled Professionalism In Service built around the book Professionalism Is for Everyone. Each placed candidate is required to read the book, discuss it with Don Richard associates, and agrees to follow and abide by the principles and guidelines in the book.

    Horace Mann Companies
    Horace Mann Companies, located in Springfield, Illinois, a provider of insurance to educators, retained The Goals Institute to provide a customized seminar on the concepts in Professionalism Is for Everyone for the nearly 70 leaders in the Client Services Division. This seminar included skits and role-plays that the company captured for use in follow-on training of associates.

    Internal Audit Bureau (IAB)
    IAB, a nationwide, full-service accounts receivable outsource service provider, purchased our Soaring with Professionalism materials and provided the program at its fall conference.

    Moss Adams LLP
    Moss Adams purchased our Professionalism Is for Everyone materials and provided the program for staff development at its June conferences.

    Ronald Blue & Co.
    Ronald Blue & Co., a nationally recognized financial and investment consulting firm, purchased our Train-the-Facilitator resource materials for teaching our Professionalism Is for Everyone seminar to associates.

    Southbridge Savings Bank
    Southbridge Savings Bank in Massachusetts, has purchased our Train-the-Facilitator resource materials and provided it to their associates throughout the bank.The Goals Institute provided an initial workshop for the top executives to launch the program.

    Suburban Bank & Trust Company
    Suburban Bank & Trust in Oak Lawn, Illinois purchased our Soaring with Professionalism short program to provide to their associates.

    SECU Credit Union
    SECU, Maryland’s largest state-chartered credit union, has purchased our Train-the-Facilitator resource materials for teaching our Professionalism Is for Everyone seminar to associates.

    Wells Fargo

    Wells Fargo provides personal banking, investing services, small business, and commercial banking. A division within Wells Fargo has purchased our Train-the-Facilitator resource materials for teaching our Professionalism Is for Everyone seminar to associates. Another division has purchased our 30-to-90 minute Soaring with Professionalism short program.