INSTITUTIONS

SEIZING TODAY’S UNPRECEDENTED OPPORTUNITIES

As a leader at a financial services firm, you know that your advisors are facing significant challenges: an uncertain economic environment, heightened competition for affluent clients and a relentless downward pressure on fees—to name but a few.

Yet this post-pandemic world also offers new opportunities. Clients value their relationships with their trusted advisors as much or more than ever, and the advisors who successfully cultivate these relationships will be rewarded with new assets to manage and introductions to qualified prospective clients. Technology is making it easier to attract new clients and to communicate with them more effectively. And virtual tools have opened up new markets for advisors looking to expand beyond their geographic areas.

Your advisors are looking to you for help and leadership. You know that if you provide them the strategies and tools that will enable them to thrive in this environment, your firm stands to gain 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.

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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.

Chris HeerleinREAP Financial Group, LLC

“I cannot imagine being in this business without CEG as my partner.”

Rich SchuetteAvalan Wealth Management

“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.”

Terry LinebergerRobert W. Baird & Co.

“I can think of no better way to take my business to the next level.”

Scott McCartneyRaymond James

“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”

David WitterFinancial Harvest Wealth Advisors

“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.”

Debbie MacIntoshCanaccord

“If you would like to enhance the client experience, your revenue and your process, then this is a must.”

Frank HennesseyPremier Planning Group, Inc.

“You will be exposed to some of the best and most creative ideas—period.”

JD HoytAscendant Financial Solutions

“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.”

Mike PazeraPazera Capital Management

“I recommend CEG. This group is led by one of us and will give you tools and resources

that will make your practice even better.”

John BellinghamHBS Financial Advisors