About Us

CEG Worldwide is passionate about coaching financial advisors and institutions to Build a Simple and Elegant Wealth Management Business^sm. Using state-of-the-art research methodologies and analysis combined with a proven strategies and tactics for building highly successful advisory practices, CEG Worldwide brings a uniquely powerful insight into what allows elite financial advisors to thrive.

This expertise sets the foundation for our proven business development solutions and coaching programs that enable financial advisors—and the institutions that serve them—to create ever higher levels of success. CEG Worldwide helps advisors achieve their breakthrough goals through four primary courses:

Strategies for Success is an intensive two-day forum in which advisors master vital wealth management tactics and strategies. It includes sessions on critical industry trends, essential strategies for success, focusing your business on the affluent, and implementing wealth management. 

Breaking Through is an exclusive one-year coaching program designed specifically for elite advisors who want to achieve a major breakthrough in their businesses in just 12 months. The key objectives are accelerating the advisor’s growth by setting and achieving a breakthrough goal; gaining the key knowledge and skills that will help advisors reach their goals; creating a powerful, detailed personal action plan to make the breakthrough goal a reality; and receiving the coaching and support that will enable advisors to achieve their breakthrough commitments.

The CEG Roundtable is an exclusive program for coaching program graduates that helps them leverage all that they've learned in the coaching program to grow a hugely successful practice serving affluent clients. In full, it s a three-year learning process that is designed to help advisors double their income while simultaneously doubling their free time.