ELITE ADVISOR BEST PRACTICES

Connect with Affluent Clients

The opportunities to expand your relationships with your existing affluent clients and build new ones are all around you—but you must connect in meaningful ways.

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Accelerate Organic Growth

By honing your business development efforts in just a handful of key areas, you can dramatically increase your organic growth of affluent clients and assets under management and take your practice to the next level.

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Leverage Conversational Marketing

Conversational marketing builds genuine connections with the members of your niche community, generating systematic opportunities for perspective clients to “raise their hands” to explore working with you.

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Forge Powerful Strategic Alliances

Strategic alliances enable you to rapidly grow your practice by providing ready access to new qualified prospective clients from CPAs, attorneys, insurance specialists and other professionals. Discover how to quickly ramp up effective alliances while serving your mutual clients well.

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Build High-Performance Teams

To maximize your full potential as a financial advisor, your team has to maximize its own potential. Become a great leader who inspires your team and builds effectiveness through select best practices to create success for all as you serve your clients well.

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Maximize Practice Value

When you have key processes and systems in place, not only are you able to serve your clients very well, but you effortlessly build substantial equity in your business.

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WEALTH MANAGEMENT INSIGHTS

Wealth Enhancement

CEG’s Wealth Management Council provides insights and strategies on mitigating taxes in order to enhance clients’ overall wealth.

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Wealth Transfer

An important concern for many affluent families is taking care of heirs in smart and tax-efficient ways. Our experts discuss a range of tactics for accomplishing this goal.

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Wealth Protection

Wealth Protection includes all concerns about protecting the client’s wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses, and identity thieves.

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Charitable Giving

Charitable giving has always been an area of importance for successful families. Interest in philanthropy has risen in recent years.

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Expert Insights

CEG’s Wealth Management Council provide insights to assist your practice serve your affluent clients well, including hiring, compliance and regulatory issues, transitions and mergers.

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EBOOK AND WHITE PAPERS

Ebooks and White Papers

CEG’s proprietary empirical research, combined with the experience of our highly successful principals, has shaped our thinking, practices and programs in rich and meaningful ways. No other organization offers our combination of services. Access our list of ebooks and white papers today.

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SERVING INSTITUTIONS

Overview of Offerings

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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Featured Whitepaper: Winning the Allegiance

CEG’s proprietary empirical research, combined with the experience of our highly successful principals, has shaped our thinking, practices and programs in rich and meaningful ways. No other organization offers our combination of services. Access our list of ebooks and white papers today.

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How We Work with Clients

To help leaders of financial institutions achieve their most important goals, we use a three-part process with each corporate engagement.

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Spectrum of Impact

Firms engaging CEG Worldwide can expect to experience increased results for their financial advisors and a return on their investment that is in direct proportion to the time invested.

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Leadership Training

Today’s best leaders are passionate visionaries with excellent communication skills and the ability to inspire others. However, at the end of the day, great leadership is about getting the job done and achieving consistent results over time. This is especially true—and difficult—in the volatile financial services industry.

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