Complimentary Best Year Ever Consultation

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Please note, you must have a minimum of $200,000 of net income to qualify for this two-call consultative process. During this process we will help you clarify your vision for the future of your practice and your life. Better yet, by the end of this process you'll actually be started on your journey of accelerating your success. The consultation involves two calls: Total Advisor Profile and Recommendations. You can learn more about them below.

To schedule an appointment now, please complete the form below.

Total Advisor Profile

During the first phone appointment, a CEG Worldwide consultant will ask you a series of questions about where you are now and where you want to be in the future. He or she will use your answers to these questions to develop a Mind Map that we call the Total Advisor Profile.

The Total Advisor Profile delivers a comprehensive look at your business and your life in a single-page, high-level synopsis. This tool is an excellent way for you to see where you are now and where you want to be in the future.


During the second phone appointment, a CEG Worldwide consultant will explore with you a series of steps you can take to accelerate your desired future based on both our empirical research on more than 30,000 financial advisors and our experience in coaching hundreds of the top financial advisors around the world. Recommendations may include CEG Worldwide coaching programs. However, we also recognize that our programs are not right for everyone, and we only want to work with financial advisors for whom we can make a huge impact. Our goal in the Recommendations call is to help you gain clarity on the next steps you should take to realize your vision irrespective of working with us.

We are looking forward to our Best Year Ever consultation with you.