Roundtable

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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 helps advisors transform their practices into thriving businesses. This program is the next step after Breaking Through. Whereas Breaking Through helps advisors make the transition from investment generalist to wealth manager, Roundtable helps wealth managers become highly successful entrepreneurs and build businesses of tremendous transferable value.

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.

Next Steps
To learn more about the coaching program, Roundtable, you can download the brochure on this page or send an email to Jonathan Powell, Senior Managing Principal, at jpowell@cegworldwide.com.