SEIZING TODAY’S UNPRECEDENTED OPPORTUNITIES
As a leader at a financial services firm, your challenges have never been greater—but neither have your opportunities. With the deep uncertainties created by the COVID-19 pandemic, your advisors are looking to you for help in this extraordinary environment to capitalize on the opportunities it is creating to grow their practices while serving their clients even better.
You know that if you could provide your advisors with the strategies and tools that will enable them not just to survive in this environment, but to thrive, your firm stands to enjoy substantial benefits. Specifically:
- Increased sales from existing advisor relationships. When advisors take part in programs offered by your firm that they see as worthwhile in helping them and their clients, they are more likely to do more business. And when, as a result of their participation in those programs, these advisors succeed in capturing additional assets under management and attracting new affluent clients, a significant portion of that increased revenue goes to your firm.
- Greater advisor loyalty and retention. When your firm helps advisors succeed, it is much more likely that you will retain those advisors not just in good times, but in difficult times like these.
- Acquisition of additional advisors. When your firm has a proven track record and reputation with advisors for providing quality business development support, attracting new advisors becomes a much easier task.
In short, if you can equip advisors to take informed and effective action in meeting today’s challenges, you can gain a huge competitive advantage, spur organic growth and win marketing advocates for your recruiting efforts. Click here to find out how.
Results-Driven Success
Are you on a path to design the life you choose? It was two years ago when I faced reality. I was publicly successful, yet personally miserable. Quite honestly, I believed becoming a rainmaker was supposed to be the promised land. It wasn’t what I’d planned. Over the past 14 months, I’ve more than doubled my time off with family and have doubled revenue, all while serving fewer, wealthier clients exceptionally well. I’ve discovered an elite level, one where the days of my business running my life have transformed into my business blessing my life. I have total confidence that my colleagues can do this on their own. But if speed is important to them and if they want to have fun doing it quicker, I believe they can do it faster and with less effort than they ever thought possible through the coaching and collaboration of CEG.
“I cannot imagine being in this business without CEG as my partner.”
“The ideas and information will change the way you run your business, allowing you to utilize best practices to be more efficient, effective and allow more time to do the things you want.”
“I can think of no better way to take my business to the next level.”
“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”
“CEG has thought of everything possible to make you a success in our field! You have to experience it to truly comprehend how all-encompassing it is.”
“If you would like to enhance the client experience, your revenue and your process, then this is a must.”
“You will be exposed to some of the best and most creative ideas—period.”
“It has the potential to double the value you add to your clients, double your income and double your time off. Truly an amazing program.”
STRATEGY CALL
No matter how high you’re aiming, we’ll help you get there. Schedule your complimentary strategy session.
Contact US
Mailing Address
CEG Worldwide, LLC
1954 Hayes Lane
San Martin, CA, 95046