Roundtable

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Roundtable is a three-year (annually renewable) coaching program that helps top advisors transform their individual practices into thriving entrepreneurial businesses that build tremendous equity over time. This program is available exclusively to advisors who have completed Breaking Through or other CEG Worldwide coaching programs.

Roundtable provides ongoing focus on the business-building skills entrepreneurs need to realize maximum equity in their practices and to position themselves for a potential future liquidity event that can net tremendous wealth.

Roundtable is a personal and in-depth coaching program that can be customized to fit the specific needs of advisors. The program allows advisors to continue to work toward objectives they might not have had time to accomplish in Breaking Through.

Roundtable is the "graduate school" of coaching programs for top financial advisors who know that true long-term success is not a one-time-event. It requires continual refinements, fine-tuning and collaboration with other advisors and coaching professionals.

Roundtable guides advisors over a three-year period, delivering insights into the critical strategies and tactics that will help them become top-notch entrepreneurs.

Along the way advisors are engaged by CEG Worldwide's professional coaches, proprietary empirical research and a plethora of tools and resources that no other program in the world offers. Advisors also interact with CEG Worldwide's outstanding principals—all of whom have built high-net-worth businesses.

Roundtable is simply the best coaching program on the market today—and one of the only programs of its kind—to help top financial advisors transform their practices into highly valuable businesses.

The Need for Focus

Distractions abound, absorbing advisor time and energy

These days it seems everything is stacked against financial advisors' ability to achieve truly sustained levels of success. Here are just a few situations that distract advisors in these challenging times:

1. The markets are volatile and unpredictable, making it nearly impossible not to focus intently on them.
2. Scandals rock the headlines as financial services industry stalwarts are exposed for unethical or illegal activity.
3. The financial services industry is in upheaval. Between credit concerns, portfolio losses, and bankruptcy    filings, it's no wonder advisors struggle to maintain client confidence.
4. A long and deep recession is on everyone's mind. How long will it last? How bad will it get?

Our experiences with hundreds of top advisors indicate that their greatest concern right now is losing key clients. Some advisors, through no fault of their own, find key clients are restless and looking for greener pastures, even though these clients know the markets have been tough on everyone.

Other advisors are understandably preoccupied with losses to their personal income, some having lost 50 percent or more of not only income, but also net worth.
The unfortunate result of these circumstances is that advisors often experience three main challenges:

1. Client support—with so many distractions, some advisors find it difficult to give clients the level of attention they truly need.
2. Long-term planning—when the "here and now" seems to absorb every last ounce of energy, long-term thinking takes a back seat.
3. Business building—the practices that deliver stable long-term results are sometimes sacrificed for short-term results.

At CEG Worldwide, we believe that the same behaviors, attitudes and practices that build strong financial services businesses over time also substantially aid in rebuilding practices to even higher levels of success right now.

Advisors who have been through our coaching programs know that the keys to long-term success are attracting the right clients, delivering the right services to those clients and managing the practice like an entrepreneur.

But life happens...

Where can advisors turn for support to develop their practices into everything they know they can be?

The Program Benefits

Associate with like-minded professionals with similar goals

Roundtable addresses the three main challenges advisors experience as they build their businesses to even higher levels of success. The program delivers five major benefits:

Focus
Advisors focus on the short-, medium- and long-term goals that will help them create value now and in the future. The program helps advisors think clearly, plan effectively and execute efficiently.

Team-Building
Advisors need a talented team to turn their practices into businesses that realize maximum equity. This service teaches advisors how to select, motivate, focus and reward team members.

Networking
Building a great financial services business requires advisors to build a solid network with other professional advisors. This service shows advisors how to create and nurture those important relationships over time.

Accountability
Advisors are supported, inspired and held accountable, as they reach for their goals, by an entire network of professional coaches, peers, and entrepreneurs.

Camaraderie
Maybe best of all, advisors learn from other advisors in the program who are overcoming similar obstacles and building value in their practices. Advisors have an opportunity to form relationships with each other.

Program Services

Group Coaching Sessions
Two two-day sessions per year. These intensive workshop-style sessions immerse advisors in the topics proven to be the most important for creating success. Advisors receive focused consulting, feedback and advice from CEG Worldwide experts and coaches based on 360° assessments of the advisor's business. Advisors are given hands-on exercises to practice and then implement. Advisors also participate in networking dinners with other top advisors.

Individual Coaching Calls
One per month. Advisors experience the benefit of an individual professional coach. This increases accountability for sustaining advisor momentum to achieve goals. Coaches provide ongoing guidance for implementing each advisor's action plan.
           
E-learning Services
Unlimited access to Breaking Through Online. This includes all content for Breaking Through (16 videos, podcasts from coaches about specific topics, online tools and PPTs from each session) plus exclusive content just for participants.

Video Conferences
Four per year. Video conferences focus on addressing specific barriers that participants are encountering. Video conferences also provide the latest results from our best practices research, as they become available, and insights into current industry trends including how advisors can leverage them for business success.

Printed Materials
500-page binder. Packed with research, tips and productivity tools, this binder helps advisors implement their personal road maps and stay on track with their goals throughout the year.

Peer Coaching
Every two weeks. Advisors receive peer coaching with bi-weekly calls. This provides additional accountability for achieving key goals as well as assistance and support in overcoming critical challenges.

Breaking Through Book
Included. Every advisor receives a copy of Breaking Through: Building a World-Class Wealth Management Business. This book offers insights, based on proprietary empirical research, into the needs of the affluent and the practices of elite advisors.

Getting Started

To learn more about this coaching program 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.