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Roundtable
Pursuing Entrepreneurial Excellence
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Roundtable is an exclusive coaching program that is only available to advisors who have completed Breaking Through or Cultivating The Affluent. This program empowers elite advisors to realize new heights of success by pursuing entrepreneurial excellence.
Roundtable provides ongoing focus on the seven business building skills entrepreneurs need to realize maximum equity in their practice. It helps them position for a potential future liquidity event that can net substantial wealth no matter what channel they are in—wirehouse, independent broker dealer, or RIA.
Roundtable is a personal and in-depth coaching program that is customized to fit the specific needs of individuals. Through this program, advisors work with their coaches to define their unique course of study based on what the advisor cares about most.
Throughout the Roundtable program, CEG Worldwide coaches guide advisors, delivering insights into the critical strategies and tactics that will help them become top-notch entrepreneurs.
Along the way advisors have access to numerous resources such as Roundtable Online, our e-learning tool, proprietary empirical research, and a bevy of scripts and guides that are unique to this program. Advisors also interact with CEG Worldwide's outstanding principals—all of whom have built high-net-worth businesses.
Roundtable is the only graduate school coaching program of its kind—helping elite financial advisors transform their practice into a highly valuable business.
The Program Focus
Empowering Advisors To Achieve The Goals That Matter Most To Them
We have designed Roundtable to provide a laser-sharp focus on the behavior, attitudes, and best-practices that consistently deliver the results that elite advisors care about most.
The Roundtable program helps advisors do this through these focus areas:
Top Seven Themes
These are topics that are of paramount importance to elite advisors. For each theme, we have built strategies, insights, and tools that advisors will use with their coach to plot their course.
A Unique Course Of Study
Each advisor engages in a unique "course of study" focused on the themes that have the greatest impact on their practice. We know that from one advisor to the next, this will, and should be, unique.
The Importance Of Coaching
Our professional coaches work closely with each advisor to set personal and team goals, identify which themes to work on, and hold advisors accountable to achieve the objectives that will have the greatest impact on their practice.
Roundtable Online
Roundtable Online is the elite advisor's tool-kit, featuring videos, podcasts, downloadable tools, and SAMI (Strategic Alliance Marketing Initiative) deliverables in one convenient location.
Team Success
We recognize that most elite advisors are part of a team. For the advisor to realize the success they desire, the team must advance also. Our e-learning resources and group session topics take a team focus into account.
SAMI
Roundtable advisors receive special discounts and incentives for our SAMI (Strategic Alliance Marketing Initiative) program.
The Program Benefits
Associate With Like-Minded Professionals With Similar Goals
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 for their practice to become a business that realizes maximum equity. Roundtable 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 form relationships with and learn from other advisors in the program who are overcoming similar obstacles and building value in their practice.
Next Steps
To learn more about the coaching program, Roundtable, you can download the brochure on this page or send an email to Jennifer Stanton, Executive Sales Coordinator, at (888) 246-8043 or email her at jstanton@cegworldwide.com.