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Recent Releases and Press
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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