SOURCE: Ziegler


August 20, 2009 12:28 ET

Ziegler to Roll Out PriceMetrix ValueOne Program

Ziegler Deploys Industry-Leading Financial Advisor Practice Management Service

CHICAGO, IL--(Marketwire - August 20, 2009) - The Ziegler Companies, Inc. (PINKSHEETS: ZGCO), a multi-faceted boutique investment firm providing investment banking, asset and wealth management services, today announced it has signed a multi-year agreement with PriceMetrix, the leading firm specializing in delivering scalable practice management tools, to offer PriceMetrix's patented ValueOne Program to its financial advisors.

The ValueOne product enables financial advisors to proactively discover and realize client, product and pricing opportunities that enhance individual advisor 'book' value, improve the branch manager's ability to 'coach' advisors and provide overall guidance to senior management.

"Ziegler has experienced a significant increase in the number of advisors in our Wealth Management business over the past year. With the addition of these advisors and given the challenges in our market we felt now was the time to invest in a world-class practice management service," said Wayne Gilipin, Ziegler Senior Managing Director and Head of Ziegler Wealth Management. "The PriceMetrix ValueOne Program will help Ziegler's financial advisors better manage and grow their businesses."

PriceMetrix President and Chief Executive Officer Doug Trott said, "We are proud to be selected to work with Ziegler's financial advisors. Increasingly, financial advisors expect their firms to offer leading-edge practice management tools, and we are confident the ValueOne Program will assist Ziegler in accomplishing both its recruiting and revenue growth goals." Mr. Trott added, "We are also pleased to be working with another client of Pershing, the industry's largest global business solutions provider, helping PriceMetrix to strengthen our relationship with this valuable partner."

About Ziegler

The Ziegler Companies, Inc. (PINKSHEETS: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) and wealth management, including asset management and alternative investments.

Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, businesses owners and institutions. It operates a network of financial advisors throughout the nation.

About PriceMetrix

PriceMetrix focuses exclusively on improving the overall business of investment firms by helping individual financial advisors to become better 'CEOs' of their business. The PriceMetrix ValueOne Program is a patented combination of business intelligence reports, practice management tools, and expert services designed solely to enable advisors and managers, at all levels, to proactively identify and close client, product and pricing opportunities. PriceMetrix customers typically realize increases in assets, revenue and fee-based advisory business, as well as improvements in household quality and pricing.

Founded in 2000, PriceMetrix has its principal place of business in Toronto, Ontario, and services a broad range of clients within Canada and the United States.

Contact Information

  • For Media Inquiries:
    Leslie Lynch
    Email Contact

    Doug Trott
    PriceMetrix Inc.
    President & CEO
    (416) 955.0514 x 229
    Email Contact