Capturing the Potential Online

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In today's market, affluent individuals are looking for help in addressing their most important financial challenges. The financial advisors who meet this need well will enjoy unprecedented opportunities for growing their incomes and assets.

With Capturing the Potential Online, CEG Worldwide has distilled the essential moves financial advisors should make in this market to acquire new affluent clients and cement their loyalty for life. Leveraging a full suite of media and tools, this unique online course provides financial advisors and their teams with exactly what they need to take their practices to the next level.

Financial advisors who want to accelerate their success need the answers to six major questions:

1. What do the affluent want from their primary financial advisors? How do they select them?
2. What's the right business model to serve clients very well while building a great business?
3. How do you deliver the right experience for affluent clients so that they become marketing apostles for you?
4. How do you implement wealth management by leveraging other professionals?
5. How do you do all this in such a way that you're successful and build client loyalty for life?
6. How do you develop a strategic business plan for the next 18 months so that you focus your efforts and sustain your commitment to success?

Capturing the Potential Online provides the answers to every single one of these questions.

Program Features

Videos: More than 30 videos that guide participants through each topic in a lively and enjoyable way.

Step-by-step instruction: Details on exactly how to implement every recommendation we make, step by step.

Downloadable tools: Scripts, templates, quick-reference guides and weekly exercises all help financial advisors and their teams to quickly apply in their practices what they are learning.

Strategic business plan: By the end of the program, participants bring together everything they have learned into one concise plan that will focus their efforts and maintain their commitment moving forward.

Questions answered within 72 hours: All participants may post any questions directly on Capturing the Potential Online and a CEG Worldwide expert will respond within three days.

Twelve months of access: Capturing the Potential Online unfolds over six weeks, but you will retain full access to all its tools and resources for a full year.

All this is backed by a money-back guarantee—if you are not completely satisfied with your Capturing the Potential Online experience, we will refund your entire fee within 30 days of your purchase of the workshop.

To learn more about Capturing the Potential Online and to register today, please contact Jennifer Stanton, executive sales coordinator, at
(888) 246-8043 or jstanton@cegworldwide.com.