ELITE ADVISOR BEST PRACTICES

Connect with Affluent Clients

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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Deliver a World-Class Experience

Deliver a World-Class Experience

Consistent, high-quality client relationship management will systematically enhance your practice, provide new insights into your clients and create new opportunities.

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Accelerate Organic Growth

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

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

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

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

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

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

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

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

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

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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EXECUTIVE’S CORNER