Peggy Mengel, ACC
Elite Advisor Coach at CEG Worldwide LLC- Claim this Profile
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Topline Score
Bio
Credentials
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Associate Certified Coach
International Coach Federation
Experience
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CEG Worldwide LLC
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United States
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Financial Services
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1 - 100 Employee
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Elite Advisor Coach
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Jan 2021 - Present
-Coach financial advisors to create a simple, elegant practice that is indispensable to the right affluent clients. -Guide advisors with a proven framework that begins with clarity of intent, then designs a world-class client experience and finally builds a wealthy client pipeline. - Motivate and hold advisors accountable to follow-through on the actions to get results, sustain success and build lives of significance. -Coach financial advisors to create a simple, elegant practice that is indispensable to the right affluent clients. -Guide advisors with a proven framework that begins with clarity of intent, then designs a world-class client experience and finally builds a wealthy client pipeline. - Motivate and hold advisors accountable to follow-through on the actions to get results, sustain success and build lives of significance.
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The Ophelia Project
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Non-profit Organizations
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1 - 100 Employee
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Relationship & Training Coordinator, Mentor
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Aug 2018 - Jun 2022
Mentor middle and high school girls to increase confidence and self-esteem. Recruit and train new volunteer mentors. Manage relationships with existing mentors, school counselors and principals. Design and create curriculum for mentoring program that focuses on building emotional intelligence. Mentor middle and high school girls to increase confidence and self-esteem. Recruit and train new volunteer mentors. Manage relationships with existing mentors, school counselors and principals. Design and create curriculum for mentoring program that focuses on building emotional intelligence.
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The Biz Sherpa
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Rancho Mirage, CA
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Business Coach
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Jan 2005 - Aug 2018
As CEO and founder of The Biz Sherpa, I coach and consult with executives on developing deep and strong relationships with clients, staff and most importantly, themselves. When you align your talents, passions and strengths with a strategy that fits your uniqueness, you will transform yourself, your client experience and your business. Throughout my career, one my driving principles is to “understand people before numbers.” It is this philosophy that ignites my desire to help financial services firms meet the challenge of driving results through a behaviorally based strategy. How can your firm balance the demands of effectively managing people and maximizing profits? Start building business from the "inside-out" with a coach who understands your industry and your challenges. Show less
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DNA Behavior
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United States
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Technology, Information and Internet
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1 - 100 Employee
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Vice President, Behavioral Solutions Consultant
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Jan 2008 - Sep 2015
Successful businesses understand that human behavioral issues hidden deep below the surface are connected to 87% of business performance challenges. And these "soft skill" challenges have a bottom line impact in terms of lost revenues and productivity. I consulted with Sales, Marketing, and Service executives to identify the best behavioral solution to help them solve the following challenges: - Enhancing relationship skills in task focused individuals - Lack of employee and client engagement - High staff turnover - Difficult team dynamics - Effective team management - Creating personalized client experiences Conducted workshops and individual coaching sessions. Show less
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Director of Training
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Apr 1999 - Jan 2005
Created and delivered business process training to independent financial advisors. Launched web based and distance training programs. Created and delivered business process training to independent financial advisors. Launched web based and distance training programs.
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OppenheimerFunds
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United States
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Investment Management
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500 - 600 Employee
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Vice President, Sales
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Oct 1991 - Jun 1997
Responsible for sales to advisors in the Financial Institution Division in Great Lakes Region. Conducted sales meetings with advisors, delivered client seminars and branch training. Prospected for new business. Presented 401(k) plans to independent and wirehouse advisors. Responsible for sales to advisors in the Financial Institution Division in Great Lakes Region. Conducted sales meetings with advisors, delivered client seminars and branch training. Prospected for new business. Presented 401(k) plans to independent and wirehouse advisors.
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INVEST Financial Corporation
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United States
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Financial Services
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100 - 200 Employee
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Vice President, Regional Manager
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May 1985 - Sep 1991
Maintained and developed relationships with bank presidents in the Southeast Region. Developed and coordinated sales and marketing programs with managers and reps to increase production. Trained over 300 advisors in monthly two- week intensive program. Maintained and developed relationships with bank presidents in the Southeast Region. Developed and coordinated sales and marketing programs with managers and reps to increase production. Trained over 300 advisors in monthly two- week intensive program.
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Kemper Financial Services
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Chicago, IL
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Marketing Manager
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1982 - 1985
Developed Unit Investment Trust marketing materials for sales team to promote products to financial advisors. Developed Unit Investment Trust marketing materials for sales team to promote products to financial advisors.
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Nuveen, a TIAA company
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United States
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Financial Services
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700 & Above Employee
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Bond Fund Adminstrator
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1979 - 1982
Worked with accountants, attorneys and staff to coordinate the administration of unit investment trust products. Managed a staff of ten and coordinated outsourcing of printers. Worked with accountants, attorneys and staff to coordinate the administration of unit investment trust products. Managed a staff of ten and coordinated outsourcing of printers.
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Education
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1974 - 1979
University of Illinois at Chicago
Bachelor of Science, Management
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