The CEG Roundtable

The CEG Roundtable is an exclusive program for coaching program graduates that helps them leverage all that they've learned in the coaching program to grow a hugely successful practice serving affluent clients. In full, it is a three-year learning process that is designed to help successful advisors double their income while simultaneously doubling their free time.

This is an elite group dedicated not only to helping advisors master the strategies and tactics covered in the coaching program, but also to helping advisors move to the next level of success with wealth management.

The CEG Roundtable includes:

• Two two-day sessions, with one networking dinner per session
• Opportunities for face-to-face interaction with industry leaders
• One year of monthly coaching calls with a CEG Worldwide coach
• An insider's view of the latest trends and research on working with affluent clients
• A highly focused opportunity to meet and network with fellow elite advisors
• Latest results from best-practices research
• An understanding of the latest research on affluent clients and key trends—and how to implement the knowledge in your practice