The Penny Group | The Power to Know®

VIP Forum Case Study: The Penny Group's Client-Advisor Alignment Survey

The VIP Forum provides peer-vetted, strategic guidance to the world’s leading private banking and wealth management companies. In 2011, VIP Forum published a case study describing the Penny Group’s process and presented the case at the VIP Forum’s Annual Executive Retreat in Washington, DC in September 2011.

Click here for case study (PDF File)

Speech: Creating Loyalty in a Trust Market: The 75/25 Dilemma

This speech was presented by Dr. Bob Penny at the Northwest Trust Conference in Seattle Washington. It outlines how The Power to Know® enables financial specialists to distinguish themselves and add value.

Click Here to read speech (PDF File)

Article: Worth Every Penny

This feature article, originally published in Greater Charlotte Biz, profiles Dr. Robert Penny and the Penny Group’s (now) 20+ years of success.

To read the article online, go to http://www.greatercharlottebiz.com/article.asp?id=399

Article: Rediscovering Your Clients and Learning Their Buying Triggers

The reprint of this article, written by Dr. Bob Penny and originally published in Ventures, discusses the difference between collecting client data and understanding the issues that cause a client to buy.

Click here for article (PDF file)

Article: Score One in Favor of the Power to Sue

Reprinted from Business North Carolina in June 2001, this article highlights the history of the Penny Group’s patented slogan, The Power to Know®.

>>Click Here for a PDF of this article (PDF File)

Video: Turning Client Feedback into Revenue

In this video, Dr. Penny describes the process he recommends to clients to get the most useful data from each respondent.

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