Breaking Through is an intensive one-year coaching program focused on the essential strategies and key tactics required to successfully attract, win, service and retain the private affluent client. Breaking Through provides you with exactly what you need to implement key strategies and tactics and Build a Simple and Elegant Wealth Management Busines^sm to join the ranks of these elite advisors.

Every step of the way, Breaking Through provides you with what you need to put our proven strategies and tactics into action: the critical skills, the step-by-step processes, and the field-tested scripts and templates.

Some examples:

• How to Profile Your Ideal Clients—those whom you can serve best and most profitably
• How to Position Yourself As an Expert for your niche market of ideal affluent clients
• How to Build Strategic Alliances with key professionals in order to create an endless stream of referrals for prequalified affluent prospects
• How to Create a “Pull” Marketing Plan so that you reach the affluent in exactly the ways they want to be contacted
• How to Fine-Tune Your Consultative Client Management Process so that every contact with clients is a successful one
• How to Streamline Your Business in order to focus on your ideal clients—and only on your ideal clients

To learn more about this exclusive coaching program, contact Marty Corfman at (866) 348-2406. Or click here to download a free brochure.

The CEG Roundtable is an exclusive program for CEG Worldwide coaching program graduates that coaches advisors to maintain their momentum from all that they've learned and executed in our coaching program, and to Build a Simple and Elegant Wealth Management Busines^sm that makes them indispensable to their affluent clients. This three-year coaching program is designed to propel advisors to double their income while simultaneously doubling their free time.

Strategies for Success
Top financial advisors have a tremendous opportunity to take their businesses to a higher level of success by working with affluent clients. In addition to providing clients with exceptional service, leveraging this opportunity can lead to a significantly higher income and a higher quality of life for your advisors. Strategies for Success is an intensive two-day forum in which your advisors will master vital wealth management tactics and strategies to more effectively differentiate themselves from the competition and make themselves indispensable to the affluent.