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
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.