Roundtable Available only by invitation to graduates of Breaking Through, CEG Worldwide’s flagship coaching program, Roundtable enables members to accelerate their success through a range of best-in-class services:

  • One-on-one coaching with a professional coach. These monthly calls help financial advisors remain focused on key activities to sustain their momentum as they reach ever-higher goals.
  • Interactive sessions with other top advisors. Twice a year, we meet for two days of networking and insight, all geared to help you continue your upward trajectory.
  • Webinars. Our quarterly webinars provide an interactive platform for Roundtable members to share successes, brainstorm challenges, delve deeper into key business-building strategies and receive updates on our latest best practices research.
  • Roundtable Online. All the online support and content advisors need to excel as Roundtable members.
  • Bonus programs. Our comprehensive training on specific strategies is available to both Roundtable members and their teams.