Coaching

CEG Worldwide is the leading provider of coaching services for top financial advisors. We help advisors achieve breakthrough results that they would otherwise struggle to achieve on their own. Our coaching services include two coaching programs—Breaking Through and Roundtable—and a one-day coaching workshop—Realizing The Opportunity.

Our coaching services are based around a simple philosophy: Elite advisors practice just a handful of key strategies and tactics. Through extensive proprietary empirical research with more than 2,000 top advisors, we've discovered these and organized them into step-by-step programs. Advisors cross the bridge from good to great one step at a time, all while being coached and supported by top-flight professionals.

Breaking Through is a one-year coaching program that empowers top advisors to deliver the right services for the right clients. Advisors who participate in Breaking Through elevate their practices to greater heights of success and performance, with more time for family and friends, all while serving their clients well.

Roundtable is a three-year coaching program that top advisors sign up for one year at a time. Roundtable helps top advisors transform their already successful practices into thriving entrepreneurial businesses that continuously thrive and grow, positioning stakeholders for a liquidity event if that is what they desire.

Realizing The Opportunity is a one-day coaching workshop that helps successful advisors take advantage of the tremendous opportunities that today's market offers. Four out of five affluent individuals are considering switching advisors right now. This workshop shows advisors how to prepare their practices to win the confidence and assets of these affluent individuals.

Getting Started

To learn more about these coaching services and to register today for the next available opening, please call Marty Corfman, Director of Business Development, at 866-348-2406 or email him at mcorfman@cegworldwide.com.