We believe financial advisors can build amazing lives of significance by serving fewer, wealthier clients extremely well. We also believe they can do it faster and with less effort than they ever thought possible. CEG Worldwide helps financial advisors accelerate their success as they build simple, elegant wealth management businesses that are indispensable to the right affluent clients.
Clarity of intention. Advisors define their most important goals, implement the business model that will help them achieve those goals, and determine the types of clients they are most committed to serving extremely well. World-class client experience.
Clarity of intention. Advisors define their most important goals, implement the business model that will help them achieve those goals, and determine the types of clients they are most committed to serving extremely well. World-class client experience.
Services
Capturing the Potential is a six-month coaching program that will fully equip you to provide the world-class wealth management experience affluent individuals and families are looking for right now. By the end of the program, you will have realized your full capabilities as you move to an even higher level of success as a financial advisor.
Our powerful video conferences and virtual summits provide you with proven strategies you can put to work today to attract more business while serving your clients even better. Our books deliver proven business-building processes, open doors to centers of influence and position you as an expert to clients and prospective clients.
As a leader at a financial services firm, you know that your advisors are facing significant challenges: an uncertain economic environment, heightened competition for affluent clients and a relentless downward pressure on fees-to name but a few. Yet this post-pandemic world also offers new opportunities.
When you ask financial advisors about their experience with CEG Worldwide's coaching programs, you'll hear many different stories. But one theme stands out: results. Not only increased income and assets under management, but results that can be truly life-changing, not just for advisors, but for their clients, team members, strategic partners and loved ones.
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