Company Background

CEG Worldwide is the premier coaching, consulting and research organization for the financial services industry. We empower financial advisors to achieve breakthrough results in their careers by substantially increasing assets under management, affluent client acquisition and personal net income—all while serving their clients well. We deliver insights into the best practices of elite advisors, garnered from empirical research, and coach advisors how best to implement these practices into their firms. The result is a focused, energized and enriched advisor who delivers client-centered services that build lifetime loyalty.

CEG Worldwide works collaboratively with leaders of financial institutions to grow net new assets under management and the loyalty of their top financial advisors while attracting new top advisors. We provide insights, developed from empirical research, into what motivates top advisors, how to help them stay fully engaged, and how to accelerate the achievement of their professional goals. Our services secure the long-term success and allegiance of top advisors who generate significant income for financial institutions.