This LinkedIn “Cheat Sheet” Will Have New Ideal Clients knocking on Your Door
Use this proven 5-step process to create a LinkedIn profile that will WOW prospects—and pull them to you like a magnet!
watch nowTHE CEG ADVISOR EDGE
This LinkedIn “Cheat Sheet” Will Have New Ideal Clients knocking on Your Door
By John J. Bowen Jr., Founder and CEO, CEG Worldwide
Archived Issues of The CEG Advisor Edge
A Field-Tested “No-Ask” System for Getting 3X More Referrals
3 steps for getting top clients to send you a steady stream of new affluent prospects—month after month.
watch nowAre You On the Path to Major Success in 2017? Take This Quiz to Find Out!
Take our 2-minute “pop quiz” to see if you’re on track to build serious wealth in your advisory business.
watch now6 Sure-Fire Ways to Help Clients Embrace Wealth Management
It’s critical to get “buy in” from clients when transitioning to a wealth management business model. Here’s how you make it happen!
watch nowPlan to Grow Fast: 9 Key Areas of Your Business that Need Attention
Go from a lifestyle boutique to a full-blown enterprise—fast—by focusing on these 9 key areas of your business.
watch now6 Ways to Boost Your Credibility—and Revenues—With Ebooks
Don’t push yourself on prospects—pull them to you like a magnet! Here’s how writing an ebook can make it happen—along with a shortcut to ebook success.
watch nowTo Succeed With Inheritors, Avoid This Massive Mistake
The $8 trillion inheritor market can be a huge driver of financial advisors’ success in the coming years—if they don’t make this one big mistake.
watch nowThree Smart Reasons to Get Serious About Your Happiness
Enhancing your happiness—and the happiness of those around you—can also accelerate your business success. Here’s a three-step process to boost your mood and your profits.
watch nowDid You Know Your Top Clients Could Do THIS For Your Business?
The best source of advice about your business: Your very own top clients! Here are the five rules for tapping into their insights and ideas so you can build a truly exceptional practice.
watch nowRead This BEFORE You Partner With a CPA!
Struggling to form strategic alliances with CPAs—or just don’t know where to start? Check out how elite financial advisors prove to CPAs that an alliance is a winning proposition for their clients and them.
watch nowWealthy in America: An Eye-Opening Portrait of Today’s Affluent Investors
To work successfully with the affluent, you’ve got to know the affluent. Our deep-dive research reveals their most important traits and characteristics—information you can use to win more HNW clients.
watch nowThe 5 Best Ways to Connect with the Affluent That You’re Overlooking
Want more wealthy clients? Throw out the sales pitches and start showing affluent prospects your unique expertise and credibility. Here’s exactly how to do it.
watch nowThe 3 Things You Must Do BEFORE You Pick Your Niche
Here’s how to pick the perfect niche market for your business—while avoiding the many “opportunities” that can cause you to stall out.
watch nowRevealed: The 7 Things That Self-Made Millionaires Do Better Than You
To achieve big-time results in your advisory business, learn from the best. Check out these top success strategies of millionaire entrepreneurs.
watch nowStop Ignoring This Great Way to Connect with Your Clients
Want to build better connections with prospects, clients and partners that also build your AUM? Try asking them these powerful questions—and actually listening to what they have to tell you.
watch nowElite Financial Advisors Share Their Best Strategies for 10X Growth
Imagine earning a 10-fold return on every dollar you invest in your business. That’s exactly what can happen if you implement the strategies used by today’s elite financial advisors. Here are 4 proven 10X ideas to get you started.
watch nowSix Reasons to Make Top Clients Your Top Business Advisors
If you’re like most financial advisors, you’re overlooking a remarkable source of insights into growing and running your firm—one that’s right under your nose!
watch nowSpeech! Speech! 4 Ways to Connect with Your Audience During Presentations
Here’s how to ensure all your communications—from presentations, pitches and speeches to interviews and webinars—are hugely compelling, and get clients and prospects to take action.
watch nowThree LinkedIn Strategies That Will—Gasp!—ACTUALLY GET RESULTS!
You know that LinkedIn is the hottest new way to create a platform for attracting ideal clients. But do you know how to use this social media tool to actually get results and bring new business to your doorstep? Here are three way to make it happen!
watch nowThe 6 Step Path to Rock-Solid Client Loyalty
Do you have what it takes to build a fiercely loyal client base? Without these 6 key traits, you may not stand a chance!
watch nowBuy! Sell! Learn the ABCs of M&A
Don’t wait to start creating an M&A strategy until you absolutely need one. Get the ball rolling now—even if you are years away from an exit—to maximize your wealth when the time comes.
watch nowIt’s Time to Go Waaaay Beyond Investments!
Want more affluent clients? Start helping them build advanced plans for tackling their biggest challenges other than their investments. Here’s how do it.
watch nowTap the Power of Influencers
To serve a niche market exceptionally well, talk to the “movers and shakers” in that niche. They’ll give you the insights you need to win new clients and achieve amazing results.
watch nowDo Financial Advisors Really Need Professional Coaching?
Professional coaching can help you leapfrog the competition. But it’s not the right move for all financial advisors. Here’s how to tell if coaching makes sense for you.
watch nowHere’s Why You Need Entrepreneur Clients—And 5 Ways To Get Them!
Want to become a truly elite financial advisor? Serve the one group of clients that half of today’s top advisors focus on: affluent business owners. Here’s how to do it!
watch nowFor Best Results, Stop Advising and START CONSULTING!
The very best advisors consult with their clients as part of a true partnership. Here’s a proven, 5-part framework for ensuring a great consultative client experience—every time.
watch nowBefore You Say Yes to Another Prospective Client, READ THIS!
Elite financial advisors know: The key to big success is to specialize by serving a single niche market or community of investors. Here are 4 ways specializing can have a huge impact on your business.
watch nowTurn That Stream of New Prospects Into a Raging River of Referrals!
Want to join the ranks of the elite financial advisors? Build strategic alliances with other professionals. Here’s how to do it.
watch nowElite Financial Advisors’ “Million-Dollar” Secret (It’s NOT What You Think)
The very best financial advisors in the business do this one thing better than the rest—and it’s the reason behind their amazing success.
watch nowThe Financial Advisor’s Common Sense Guide to Heart Health
To win big in your business, you gotta stay in the game! Check out these six ways to stave off heart disease, diabetes, dementia and other major health issues that can knock you down—or out!
watch nowMom Was Right: It’s Not What You Say—It’s How You Say It That Counts!
When you talk with affluent prospects and clients, your voice is either helping you create positive impressions—or it’s blocking you from doing that. Here’s how to harness the power of your voice to build an elite financial advisory practice.
watch nowYour Personal Story: The Key to Connecting with Affluent Clients
Guess what? You have a great life story. Here’s how you can use it to grab the attention of prospects and potential alliance partners.
watch nowThe 4 Experts You MUST Work With to Win Over the Affluent
Do you have business relationships with the four experts who can help you land a ton of new affluent clients? You can bet your top competitors do!
watch nowAffluent Psychology 101: How to Handle Clients’ Multiple Personalities
Did you know affluent investors have multiple personalities? Check out the nine HNW personality types that every financial advisor needs to know to serve the wealthy and score big.
watch nowAn “Accidental” Entrepreneur’s 5 Business-Building Strategies
Great advice here from a top “accidental” entrepreneur who built a hugely successful company. These are five lessons all of us can use in our businesses.
watch now5 Top Growth Tips from Superstar Financial Advisors
I asked some elite financial advisors to share their best 10x ideas—strategies they’re using to generate huge growth. Check out the five top tips from these superstar advisors.
watch nowThe 3 Ways Elite Financial Advisors “Set the Table” for Huge Success
These days, you’ve got to truly WOW investors to get their attention, earn their business and keep it for the long run. Here are the three top ways to WOW—right now!
watch nowThe 3 Things Elite Advisors Do to WOW Their Clients
These days, you’ve got to truly WOW investors to get their attention, earn their business and keep it for the long run. Here are the three top ways to WOW—right now!
watch nowThe Best Time to Pick Up Millions in New Assets Is… RIGHT NOW!
Great success as a financial advisor doesn’t happen accidentally or haphazardly. To achieve the practice and the life of your dreams, you must be successful on purpose.
watch nowDISCOVERED: 7 Phenomenal Secrets to Achieving SUCCESS ON PURPOSE!
Great success as a financial advisor doesn’t happen accidentally or haphazardly. To achieve the practice and the life of your dreams, you must be successful on purpose.
watch nowQuick-Starter Advisor Secrets: Generate 5 Years of Growth in Just 2 Years
A select group of young, inexperienced financial advisors is generating huge success. Is it luck? No way! Check out the four winning strategies used by today’s top Quick Starter advisors.
watch nowSix Facebook Marketing Tips Every Financial Advisor Should Know
Facebook marketing 101: Turn off the cat videos and start using the hugely popular social media site to find and land new clients!
watch nowWanna Earn? You Gotta Learn!
Here’s how to turn your advisory firm into a learning organization that keeps you and your team at the top of your game—no matter what new changes and challenges come your way.
watch nowSix Smart Reasons to “Dig Deep” with New Prospects
Imagine impressing prospective clients so much that they’re practically begging to work with you. This one simple strategy can make it happen.
watch nowDid You Hear the One About the Hunter Who Chased Two Rabbits?
To pick the right niche, identify the pockets of wealth in your community and the people within those pockets you can serve exceptionally well.
watch nowHarness The Transformative Power of SOCIAL CAPITAL in Your Business!
Social capital—your connections to other people and the resources they can provide—can be just as important as your clients’ financial capital in building a great advisory practice.
watch nowThe Crucial Link Between Personal Development and Professional Success
It’s been said that your level of success will rarely exceed your level of personal development. And yet, how often do we sacrifice our personal health and well-being in favor of working one more hour—or one more weekend?
watch nowHow’s Your Website Treating You?
Imagine your website helping you to attract at least one new affluent client each and every month. What would that mean to your business—and to your overall quality of life?
watch nowThe 3-Part Recipe for More Success
What could you do with an extra $600,000 a year? Would you like to find out? Unless you’re one of the 1800 or so billionaires out there, I’d guess the answer is a resounding “YES!”
watch now15 Seconds That Can Change Your Future
When you’re asked what you do, the next 15 seconds can change your future. Your immediate response can help attract a new prospective client to you like a magnet—or it can land with a thud and do nothing for your business.
watch nowWant More Referrals? Stop Asking!
Ever wonder why your satisfied clients aren’t sending their friends, family and business associates your way in droves? You’re not alone. Generating new business through referrals is a perennial challenge for financial advisors.
watch now