Roundtable

The Mastermind Group of Elite Financial Advisors

Available only by invitation to graduates of Breaking Through, CEG Worldwide’s flagship coaching program, Roundtable enables members to accelerate their success through a range of best-in-class services:

  • One-on-one coaching with a professional coach. These monthly calls help financial advisors remain focused on key activities to sustain their momentum as they reach ever-higher goals.

  • Interactive sessions with other top advisors. Twice a year, we meet for two days of networking and insight, all geared to help you continue your upward trajectory.

  • Webinars. Our quarterly webinars provide an interactive platform for Roundtable members to share successes, brainstorm challenges, delve deeper into key business-building strategies and receive updates on our latest best practices research.

  • Roundtable Online. All the online support and content advisors need to excel as Roundtable members.

  • Bonus programs. Our comprehensive training on specific strategies is available to both Roundtable members and their teams.

SCHEDULE A CALL

ROUNDTABLE CONSULTATION

Are you a graduate (or soon-to-be graduate) of Breaking Through? If so, schedule a call with one of CEG Worldwide’s principals. We’ll discuss your progress so far and explore how Roundtable can impact your business moving forward.

SCHEDULE AN APPOINTMENT

BROCHURE

BROCHURE

Download our brochure and discover the details on all the benefits of Roundtable membership.

DOWNLOAD THE BROCHURE
NEXT SESSIONS

NEXT SESSIONS

Twice a year, we meet for two days of networking and insight, all geared to help you continue your upward trajectory. To access the dates and location of our next two live sessions, click below.

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