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Recent Releases and Press
May 1, 2011
CEG Worldwide Article Advises on Private Client Events
Advisors can reap the rewards of group presentations—but only if they keep them tightly focused.
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April 1, 2011
CEG Worldwide Publishes Article on the Need to Listen
To build strong, long-term relationships, advisors need to ask the right questions—and listen to the
answers.
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February 14, 2011
The "Six C's" of Creating Equity in Your Practice
CEG Worldwide identifies the drivers most commonly found in highly valued wealth management firms.
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February 14, 2011
12 Steps to Optimizing Client Referrals
CEG Worldwide identifies top advisors' most cited tactics for growing their businesses via client introductions.
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February 14, 2011
Ten Keys to Putting Credibility Marketing to Work
CEG Worldwide research finds elite advisors are SMART about accountability, teamwork and execution.
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February 14, 2011
Top Five Keys to a Successful Practice Handoff
CEG Worldwide identifies the most commonly used tactics of elite advisors.
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February 14, 2011
Six Keys to Successful Practice Sales
CEG Worldwide identifies elite firms' most commonly used sale-prep tactics.
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February 14, 2011
Eight Keys to Replicating Your Ideal Clients
CEG Worldwide research identifies actions most frequently cited by top-performing financial advisors to identify clients best suited for their expertise and most likely to give referrals.
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February 7, 2011
Top Processes Identified for Building Elite Advisor Teams
CEG Worldwide uncovers the four most common building blocks shared by high-performing financial advisory teams.
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February 7, 2011
Five Keys to Strategic Alliance Success
CEG Worldwide research uncovers the strategies most commonly used by elite financial advisors to optimize their alliances with other professionals.
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February 7, 2011
Five Keys to Nailing Your Niche
CEG Worldwide identifies elite advisors' most-used tactics for identifying their ideal client niche.
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February 7, 2011
Strategic Action Plan Critical to Successful Alliances
CEG Worldwide research uncovers the top four tactics used by elite financial advisors to create and maintain client referral relationships with outside professionals.
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January 19, 2011
10 Keys to Putting Credibility Marketing to Work
CEG Worldwide identifies the strategies most frequently cited by top-performing financial advisors to effectively execute credibility marketing.
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January 19, 2011
Karen Duncum and Nancy Cannon-O'Connell Join CEG Worldwide as Elite Advisor Coaches
Two experienced coaches bring a wealth of experience to the CEG Worldwide team.
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January 19, 2011
Cash Flow, Advance Preparation Key to Selling Firms for a Premium
Advisors can familiarize themselves with valuation methods to price their practices most effectively.
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Ocotber 18, 2010
CEG Worldwide Introduces Wealth Manager Insight
CEG Worldwide, the leading coaching, consulting and research firm for elite financial advisors, announced today the launch of Wealth Manager Insight www.wealthmanagerinsight.com, an online magazine for top wealth managers and those who serve top wealth managers.
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October 18, 2010
Financial Planning and CEG Worldwide Introduce the EliteAdvisorForum.com
Dynamic new web property delivers insights into how elite advisors achieve and maintain top of market position.
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April 09, 2010
Study Finds CPAs Offering Broader Menu of Financial Services
Latest research uncovers striking increase in adoption of charitable, education, retirement, succession and asset protection planning.
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April 07, 2010
CEG Worldwide Introduces New Strategic Alliance Marketing Initiative
'SAMI' is a turnkey, customizable marketing campaign exclusively for CEG Worldwide coaching clients.
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February 26, 2010
Study Finds Striking Shift in Financial Products Offered by CPA Advisors
Latest CEG Worldwide research indicates significant adoption of insurance, annuities, deferred compensation and private money management since 2004.
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January 25, 2010
Optimizing 'Money in Motion' Referrals from Lawyers
For financial advisors, CEG Worldwide identifies the right attorneys with whom to partner and highlights important distinctions between CPA alliances and attorney alliances.
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December 15, 2009
Loring Ward Partners with CEG Worldwide
Loring Ward announced a partnership with CEG Worldwide—a recognized leader in coaching and consulting services for top tier financial advisors—to create a comprehensive practice development and coaching program focused on wealth management.
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December 08, 2009
Eight Steps to Acquiring Financial Advisory Firms
CEG Worldwide research outlines keys to success for growth-oriented wealth managers.
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October 15, 2009
Top Five Tactics for Effective Group Presentations
Advisors may think the affluent are tired of seminars, but CEG Worldwide identifies keys to
helping financial advisors give presentations in today's challenging market.
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September 15, 2009
Top Advisors Adapt to New World on First Anniversary of Financial Crisis
CEG Worldwide identifies five critical areas in which the highest-performing financial advisors are extending their lead over rivals.
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September 7, 2009
Advisors, Financial Institutions not Aligned When It Comes to Support
CEG Worldwide's study of advisors and financial company executives identifies gaps and
recommends solutions.
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August 12, 2009
Keys to Success for Branch Managers
In today's competitive financial marketplace, advisors need to know they have top people in their
corner helping them to succeed..
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July 7, 2009
Top Advisors Know a Few Key Secrets
CEG Worldwide survey reveals that simple practice management decisions can make all the difference in building a successful firm.
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June 24, 2009
Wealth Managers and Financial Execs Have Different Priorities
CEG Worldwide research shows that elite financial advisors and the financial institutions they work with
are often not on the same page.
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