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2016-05-07T00:00:00.000Z

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Wrong Richard Babjak?

Mr. Richard Babjak S.

President

World Equity Group Inc

HQ Phone: (847) 342-1700

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World Equity Group Inc

1650 N. Arlington Heights Road Suite 100

Arlington Heights, Illinois 60004

United States

Company Description

World Equity Group, founded in 1993, is run by top financial professionals who understand the broker dealer needs of independent producers. We are completely focused on individual relationships. We consider our representatives our business partners and ... more

Find other employees at this company (53)

Background Information

Affiliations

Member
The American Society of Chartered Financial Consultants

Member
International Association of Registered Financial Consultants

Member
Northwest Suburban Estate Planning Council

Board Member
Carmel High School

Board Member
Libertyville Township Soccer Complex

Board Member
United Way of Lake County

Board Member
College of Lake County

Education

Marketing and Psychology

North Central College

Master's Degree

Marketing and Finance

Wayne State University

Web References (46 Total References)


Keys to Consistent AUM Growth – Repeatable Marketing Strategy, Superior Service | RIA Central

riacentral.com [cached]

Recently I spoke with Rich Babjak, president of World Equity Group, a mid-sized broker-dealer in Arlington Heights, Illinois, near Chicago.

Babjak, who holds the ChFC, CLU designations is also a $2 million-dollar producer, with $400 million in assets under management, and serves 300 families. Babjak, who started World Equity Group in 1997, shared some strong thoughts on attracting clients, and helping the advisors at his firm break through production plateaus.
"The biggest difference between a $500,000 producer and a $2 million-producer is a consistent, repeatable marketing strategy," he says.
...
Babjak doesn't talk product or investments - but emphasizes the importance of financial planning, wealth management and working with a team. "I help them think through decisions and offer them the opportunity to have a consultation if they provide us the necessary data. We then put together the basic outline, plan and projection of retirement income. With more information, we can put together a more detailed plan."
Weekly seminars at multiple locations continue attract between 30-50 people, or 15-25 household units. Babjak conducts them throughout the year, and involves his junior associates in the process. He also has taught this repeatable approach to other advisors at World Equity Group. "Of our top 50 financial advisors, half are doing seminars like that."
...
Babjak also conducts educational programs for centers of influence, including CPAs and estate attorneys, teaching CE credit courses for them. This has led to a stream of referrals from strategic partners.
Key #2 Superior Service
Another big belief for Babjak is the importance of consistent client service and communication plan. "Advisors need to have a consistent deliverable strategy for all clients," he explains.
...
To make all of this service happen, Babjak relies on his team. He has two junior associates whom he is grooming to be his successors. "I like having higher-quality assistants who are building their own book, and have a vested interest in the practice. Over time, we're developing a natural succession plan."
Babjak says clients want to know that even though he is in his early 50s, if something happens to him, he has a team in place for them - and not just a client associate, but someone who is doing the same type of business, a "build-in extension" of him.
Babjak started World Equity group after working for Cigna health insurance, and another independent firm where he gravitated toward wealth management. He believed running his own firm would give him more control, and allow him to implement his client-centered, cutting edge ideas.
...
Babjak also believes in community service: "I've never gone into community service looking for a client, but I encourage all my reps to be involved.


Nicole Coulter | RIA Central | Page 2

riacentral.com [cached]

Recently I spoke with Rich Babjak, president of World Equity Group, a mid-sized broker-dealer in Arlington Heights, Illinois, near Chicago. Babjak, who... Read More


Recently I spoke with Rich ...

riacentral.com [cached]

Recently I spoke with Rich Babjak, president of World Equity Group, a mid-sized broker-dealer in Arlington Heights, Illinois, near Chicago. Babjak, who... Read More


Management Team

www.worldequitygroup.com [cached]

Richard S. Babjak President

Richard Babjak is the President of World Equity Group, Inc. Richard has an extensive background in marketing, finance, and management. He graduated with a double major in Marketing and Psychology from North Central College and received his Master's Degree in Marketing and Finance from Wayne State University. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Fund Specialist, and Registered Financial Consultant. Richard holds the following securities licenses: 4, 6, 7, 22, 24, 27, 53, 63, 65, as well as being licensed for life and health insurance.
Richard is a member of various professional organizations, including the International Association of Registered Financial Consultants, the Northwest Suburban Estate Planning Council, and The American Society of Chartered Financial Consultants. Rich has served on the Boards of The United Way of Lake County, Libertyville Township Soccer Complex, The College of Lake County Foundation and Carmel High School Planned Giving. Rich is also active with Misericordia and the Libertyville Sunrise Rotary. Mr. Babjak is listed in Who's Who in the Midwest, Who's Who in Finance and Industry, and Who's Who in Executives and Business. He has also published two books through Palisade Press titled "Educated Investing" and "Tactical Asset Allocation for Serious Investors."


Management Team

www.worldequitygroup.com [cached]

Richard S. Babjak President

Richard Babjak is the President of World Equity Group, Inc. Richard has an extensive background in marketing, finance, and management. He graduated with a double major in Marketing and Psychology from North Central College and received his Master's Degree in Marketing and Finance from Wayne State University. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Fund Specialist, and Registered Financial Consultant. Richard holds the following securities licenses: 4, 6, 7, 22, 24, 27, 53, 63, 65, as well as being licensed for life and health insurance.
Richard is a member of various professional organizations, including the International Association of Registered Financial Consultants, the Northwest Suburban Estate Planning Council, and The American Society of Chartered Financial Consultants. Rich has served on the Boards of The United Way of Lake County, Libertyville Township Soccer Complex, The College of Lake County Foundation and Carmel High School Planned Giving. Rich is also active with Misericordia and the Libertyville Sunrise Rotary. Mr. Babjak is listed in Who's Who in the Midwest, Who's Who in Finance and Industry, and Who's Who in Executives and Business. He has also published two books through Palisade Press titled "Educated Investing" and "Tactical Asset Allocation for Serious Investors."

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