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Schedule your Best Year Ever Consultation now.
WHAT YOU’LL GET
ASSESSMENT
A comprehensive look at your business and your life
During your 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. We’ll use your answers to develop your Total Advisor Profile—a single-page synopsis of your business and your life that clearly spells out where you are now, where you want to go and your biggest opportunities for accelerating your success.
RECOMMENDATIONS
Your road map to the practice of your dreams
During your second phone appointment, your CEG Worldwide senior consultant will explore with you specific strategies to help you achieve the goals you identified. These are proven strategies based on our decades of experience coaching thousands of top financial advisors, along with numerous empirical industry studies involving tens of thousands of advisors.
By the end of your consultation, you will have complete clarity on the steps you should take to achieve the results you want—regardless of where you are today.