Overview of Offerings

Discover more about what CEG has to offer financial institutions


BREAKING THROUGH: CORPORATE PROGRAM

Breaking Through, CEG Worldwide’s results-oriented yearlong coaching program, is available to financial institutions that want to help their top advisors substantially accelerate their success. CEG Worldwide works with its institutional partners to promote the program and recruit the best candidates and then conducts the program at the partners’ locations.

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CORPORATE WORKSHOPS

These full-day and multiday workshops are customizable to meet the specific needs of client firms and can be combined with virtual coaching solutions to maximize impact.

CAPTURING THE POTENTIAL

Accelerating the Success of Top Financial Advisors

Capturing the Potential helps financial advisors master the consultative wealth management process to cement client loyalty, generate introductions to qualified prospective clients and substantially increase assets under management. Participants can expect a dramatic “uptick” in their value promise (and the skill to articulate that promise) and their ability to work more effectively with in-house and external experts—both of which allow them to compete more successfully for affluent clients. The program includes a live session, interactive webinars and access to Capturing the Potential Online for a full year.

FORGE POWERFUL STRATEGIC ALLIANCES

Move Upmarket Through Partnership with Professional Advisors

Forge Powerful Strategic Alliances has one goal: to help financial advisors quickly establish at least one new strategic alliance that will generate at least one new highly qualified affluent client every quarter. This powerful workshop is built on the solid foundation of our research and direct experience working with advisors who have built highly successful alliances. With a live session, webinars, videos and tools, it provides advisors with everything they need to build effective strategic partnerships.

ATTRACT THE AFFLUENT

Seven Simple Strategies for Attracting Your Ideal Clients

Attract the Affluent sets out seven simple strategies for attracting ideal clients and then helps participants execute each strategy throughout the program. As they implement these strategies, they begin to enjoy what every financial advisor wants: a steady stream of prequalified affluent prospective clients. The program includes a live session, webinars and access to Attract the Affluent Online for a full year.

CREATING VALUE THROUGH MERGERS AND ACQUISITIONS

This Is Same As Above? Seven Simple Strategies for Attracting Your Ideal Clients

Creating Value Through Mergers and Acquisitions shows financial advisors how to put their most important goals on the fast track—whether as buyers or sellers. It is for advisors who are ready to realize the value they have built in their businesses or who want to dramatically accelerate the growth of their businesses by acquiring other practices. It includes a live session, webinars and access to a robust video library for a full year.


KEYNOTE PRESENTATIONS AND SHORT WORKSHOPS

Below is a sample of just some of our keynote presentations and short workshops.

BUILDING A WORLD-CLASS EXPERIENCE FOR AFFLUENT CLIENTS

In today’s tumultuous financial environment, many affluent clients are looking for consistency from their financial advisors. The advisors who can provide a world-class client experience grounded in a solid understanding of their clients’ most important wants and needs will be extremely well-positioned to gather significant new assets and qualified referrals. This presentation provides the framework of CEG Worldwide’s proven five-step wealth management process that enables advisors to consistently deliver an exceptional client experience.

FORGING POWERFUL STRATEGIC ALLIANCES WITH OTHER PROFESSIONALS

According to research by CEG Worldwide, two-thirds of the industry’s most successful advisors cite referrals from other professionals as a very important source of new clients. The key to obtaining high-quality referrals is systematically building relationships with select professional advisors who already serve target clients. This presentation provides specific steps for identifying the right professionals and then creating mutually beneficial relationships. Presentations may be customized to focus on accountants, private client lawyers and other targeted strategic partners.

MASTERING CONVERSATIONAL MARKETING

This workshop provides advisors with leading-edge strategies for immersing themselves in their market niches while building rock-solid relationships. It helps advisors position themselves at the centers of their affluent niche communities and engage members of the niche in dialogue on topics that matter to them. It also shows them how to leverage the “go-to” social media techniques (and avoid the “no-go” techniques), to position themselves as authorities in their affluent niches and to create steady streams of qualified affluent prospective clients.

REALIZING YOUR VALUE

Elite financial advisors have a unique understanding of the need to differentiate themselves from their competition. Central to their success is their understanding of “internal” and “external” differentiation. In this workshop, advisors learn a proven process to expand their value propositions and discover the best practices that enable elite advisors to raise pricing, based on their expanded offering, for new clients and, in some cases, existing clients. The program includes several exercises that ensure attendees are able to execute these strategies after the workshop.

REPLICATE IDEAL CLIENTS

This presentation focuses on two key business development tactics that leverage advisors’ existing client bases: client replication and the second-opinion service. Advisors learn seven specific action steps and engage in exercises to replicate their ideal clients and to formalize a referral process to bring in a steady stream of qualified prospective clients. We also share the four building blocks of a referral system to ensure that advisors leave with their own customized referral process.


DISCOVERY CALL

Discover how CEG Worldwide’s programs can impact your results. Schedule an appointment with John Bowen now.

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