Actuaries and Accountants

Actuaries and Accountants

Consulting actuaries and Accountants face tough challenges in today's competitive business environment. How do you continue to excel, move into firm leadership, and develop business.  The demands of the professional include, but are not limited to the following:

  • Keep current technical skills, law changes and industry information
  • Pass exams
  • Develop leadership skills
  • Demonstrate the ability to bring in business
  • Maintain billable hour goals
  • Write articles
  • Make presentations
  • And have a life

The list of demands are significant and in career growth they only get bigger.

If BDG’s Business Development methodology training had been available when I was CEO, the firm would have been more successful, and we would not have lost good actuaries who felt that their lack of natural sales talent would keep them from becoming principals.  Losing able, dedicated and effective people is always a great loss - retaining this group and developing them as the next generation of company leaders is key.  Training professionals to comfortably become sales-oriented is a huge benefit to any professional services firm.

James A. Curtis, FSA
Chairman and CEO (Retired), Milliman

Doug has worked with others and me in our leadership team on business development, time management and leadership.  Doug's practical, hands on, one-on-one advice is of direct value to our professionals.   I have seen my new business results and sales confidence improve significantly since I began working with Doug.  My pipeline of prospects is fuller.  I have a greater sense of purpose and security in my business development activities.  I am winning more expanded business from existing accounts, and more business from new clients to Milliman than at any point in my career.  The sincerest form of flattery for a consultant is to be asked back in an expanded role.  We continue working with Doug, and have expanded his role to a younger group of consultants.  His coaching is welcomed as concrete, actionable training that replaces uncertainty with confidence around a stressful aspect of professional service firm leadership.

Bradley C. Fowler, FSA, EA, MAAA
Consulting Actuary, Milliman