In today’s uncertain environment, financial advisors want programs that will deliver real results in terms of higher net income, additional assets under management, and greater client satisfaction and loyalty. And they want those results as soon as possible—not later.
CEG Worldwide’s programs help advisors counter today’s challenges by providing them with clear, actionable and proven strategies for growing their practices while serving their clients even better. Drawing on our decades of experience working directly with thousands of the nation’s top financial advisors, as well as our extensive empirical research with tens of thousands of advisors, our programs deliver what advisors want right now.
WORKSHOPS
Winning With Wealth Management
Winning With Wealth Management, a transformative half-day workshop developed by CEG Worldwide, the leading coaching firm for top financial advisors. This workshop is the tool your firm needs to empower your advisors, ensuring your organization continues to lead in the wealth management space.
Key Highlights:
Bridging Research and Practice
Our program leverages the robust empirical research conducted by our sister company, CEG Insights. By diving deep into the needs and wants of affluent clients, we’ve refined our understanding of how advisors can meet and exceed these expectations. The workshop couples this wealth of insight with proven best practices from top-performing advisors, creating a unique learning experience designed to boost your team’s performance.
An Immersive Learning Journey
The workshop structure combines insightful lectures, interactive discussions, exercises and practical case studies, offering your advisors a hands-on approach to learning. This ensures they leave the workshop with a wealth of practical strategies and actionable insights that they can implement immediately in their practice.
Elevate Your Advisors’ Expertise
CEG Worldwide brings its wealth of industry experience to the forefront in this workshop, enabling your advisors to navigate the complexity of wealth management with increased confidence and competence. This refined skill set will help drive their progression up the hierarchy of advisor success more efficiently and thereby elevate your firm’s reputation
Build Strong Connections
Participation in the workshop also provides a golden opportunity for your advisors to network with their peers. This interaction facilitates a rich exchange of ideas and experiences that can further enhance your firm’s approach to wealth management
Invest in Your Firm’s Future
Enrolling your team in the Winning With Wealth Management workshop is a strategic investment towards the continued growth and success of your firm. Give your advisors the resources they need to excel and watch as your firm rises to new heights in the world of wealth management.
Pricing: This program accommodates up to 100 advisors and is available in-person for $25,000 or virtually for $12,500, excluding travel, printing, and shipping costs.
Identify and Engage Your Ideal Affluent Clients Master Class
Elevate your financial advisory team’s performance and gain a competitive edge in the high-net-worth market with our specially designed 90-minute Ideal Affluent Client Master Class. This strategic investment equips your advisors with time-tested tools and innovative strategies to attract, convert, and retain affluent clients.
Key Highlights:
Unlock insights into the affluent market and optimize your wealth strategy offering
Craft your ideal client profile and implement a proven client acquisition strategy
Engage with leading wealth management experts in a live Q&A session
Benefits for Your Firm:
Elevate industry expertise and drive firm growth
Achieve immediate ROI and demonstrate commitment to professional development
Boost advisor confidence and enhance client satisfaction
Workshop Options:
Exclusive In-Person Workshop: Immersive, hands-on learning experience for $20,000 (travel, printing, and shipping costs additional)
Premium Virtual Workshop: Interactive digital experience for $10,000 digital workbook at no extra cost
Volume Discounts:
Significant savings for booking the workshop at four or more locations
Ensure consistent, high-quality training across your organization
Optional Partner Underwriting:
Investment solution partners can underwrite the workshop, offsetting costs and contributing to the program
Fosters a mutually beneficial and financially sustainable event
Invest in the Identify and Engage Your Ideal Affluent Clients Master Class to propel your team and firm to new heights of success in the wealth management industry. Book a call today to discuss your workshop needs and start your transformational journey.
Pricing: This program accommodates up to 100 advisors and is available in-person for $20,000 or virtually for $10,000, excluding travel, printing, and shipping costs.
VIRTUAL EVENTS
LAUNCH
The fast track to moving upmarket
LAUNCH is a powerful one-day virtual retreat that brings together your top financial advisors—and those who aspire to the top—to focus on building hugely successful practices that attract and serve affluent clients well.
Financial advisors are driven and passionate about serving their clients well. But they’re not content spending decades burning themselves out only to stumble upon success “someday” or “eventually.” They are ready now.
Financials advisor might also be frustrated. They know if they just had the right resources and tools in hand, they’d be unstoppable.
That’s what LAUNCH: The Fast Track to Moving Upmarket is all about: giving financial advisors the exact resources and tools they need to rapidly ascend the hierarchy of advisor success by building a simple, elegant wealth management practice that’s indispensable to the right affluent clients.
Every hour has been carefully structured to propel you and your practice to the soaring heights of success as quickly as possible. Advisors will effectively cut out years of experimenting and jump right to what works.
LAUNCH takes place on a state-of the-art video conferencing platform made specifically for high-level events, complete with a concierge desk and more.
Whether financial advisors are just starting out or simply frustrated with where they are at the moment, look no further than LAUNCH. All they need are the proven tools and resources to get them to where they want to go without wasting precious time.
The best part? It won’t be more work. It’ll just be the right work. Before they know it, financial advisors will be joining the ranks of the elite—no matter what level of the hierarchy they are on right now.
Pricing: $40,000 plus printing and shipping – up to 5,000 attendees
COACHING PROGRAMS
Our coaching programs enable advisors to further accelerate their success by transitioning their practices to a highly refined wealth management model that clearly sets them apart from their competition while providing an unmatched client experience that leads to additional assets under management and introductions to qualified prospective clients. Through the use of in-depth web portals and extensive videos, these programs can reach hundreds or even thousands of your advisors.
CEG Worldwide partners with institutions to offer turnkey programs exclusively for their advisors. Discount pricing for a pre-determined number of participating advisors is typically available. A limited number of executives may participate free of charge to enable firm leadership to experience every aspect of the coaching program.
The Elite Wealth Manager
Build a Simple and Elegant Wealth Management Practice
This 10-month coaching program equips advisors with the strategies and tools of the most successful advisors in our industry—those earning $1 million or more in net income each year—along with everything they need to implement them in their practices.
Advisors who take part in The Elite Wealth Manager build simple, elegant wealth management practices that serve their clients extremely well, make them indispensable to the right affluent clients and improve the quality of life for both themselves and their teams.
To ensure that advisors achieve the results they want faster than they ever thought possible, we provide a robust coaching experience unmatched in the industry.
Live sessions. Our three two-day sessions bring advisors together with their coaches, their elite advisor peers and CEG Worldwide senior principals. Through discussion, lectures and exercises, they master every key strategy of the business model used by today’s elite advisors.
Professional coaching. Advisors’ expert coaches are with them throughout the program, helping them chart their unique road maps, inspiring them to overcome obstacles and holding them accountable to achieve all that matters to them. Advisors will meet with their coaches monthly during one-hour, one-on-one phone calls.
The Elite Wealth Manager web portal. This comprehensive web site provides a library of more than 100 in-depth videos, step-by-step instructional content and dozens of downloadable tools. It is the go-to resource for advisors throughout the program.
Interactive implementation workshops. These hands-on, two-hour workshops reinforce key learning while delving deeper into crucial actions that drive early results.
Accountability partners. Advisors partner with others in their class to provide and receive accountability to help track goals, overcome barriers, identify opportunities and commit to the actions that will achieve the results they want.
Office hours. To provide the community advisors are looking for, every month we conduct office hours—highly interactive sessions facilitated by a CEG Worldwide principal for advisors to share their wins, explore their challenges and build connections that will last long after the program ends.
Accelerating Your Alliance. This two-hour virtual conference brings you together with your key centers of influence to focus on proven business development strategies that will substantially increase revenue for you and your strategic partners while providing exceptional value for your clients.
Interactive messaging. To provide for even greater community among advisors, along with direct support from CEG Worldwide, advisors receive access to our interactive voice messaging system. On a regular basis, they receive brief voice messages with success stories, tips and inspiration, and are able to quickly and easily interact with their coaches and other advisors in the Elite Wealth Manager community.
Weekly emails. Each week advisors receive a concise compendium of tips that keep them focused on the actions they should be taking in real time.
Access to CEG Worldwide principals. Each CEG Worldwide principal is a former top financial advisor or institution executive who understands the nuances and complexities of running a successful practice. Collectively, they have coached thousands of top financial advisors.
KEYNOTES
Capturing Tomorrow’s Opportunities Today
In our extensive work with top financial advisors who consistently earn annual net incomes of more than $1 million, we’ve found that they use a clear framework to build simple, elegant practices that are indispensable to the right affluent clients. We call it the elite wealth manager framework.
When advisors structure their practice around the elite wealth manager framework, they too can build and amazing life of significance by serving fewer, wealthier clients extremely well. Advisors will find out exactly the extent to which they are implementing each accelerator of the elite wealth manager framework in their practice.
Advisors will also discover how to apply one of the nine accelerators to position themselves as the go-to advisor for the specific prospective clients you most want to attract and serve. By the end of the keynote, advisors will be able to provide a precise, succinct, and compelling description of the clients they serve, how they serve them and how they benefit. Cleary articulating a value promise will provide an easy first step for qualified prospective clients to explore working with you.
Pricing: $10,000 plus printing and shipping
Attracting the Affluent Entrepreneur
CEG Worldwide completed a study of a database with over 60 million households. And what we found surprised us.
You see, about 33% of affluent investors with over $1 million of financial assets—are business owners.
And as you move up the “wealth ladder”, the number of business owners skyrockets. For instance, 3 out 4 highly affluent investors are entrepreneurs. And among the ultra-affluent, that number rises to 9 out of 10!
What’s more, these wealthy business owners are desperate for your services. On average, they’re happy to hand over more assets…pay you higher fees…and even send you a steady stream of new introductions.
In this keynote, we show advisors how to break into this highly-lucrative niche market.
In this keynote, advisors will discover…
Seven key strategies to attract a steady stream of affluent entrepreneurs. Best-kept secrets of elite financial advisors revealed.
Magic words that make wealthy business owners view advisors as the go-to expert in their market. Works for any advisor, if they do this first.
What kind of business owners’ advisors you work with? This simple one-page worksheet helps advisors find out—and focus their energy on the right clients.
How to turn the best clients into profitable strategic partners. Simply pick up the phone and ask this simple question. (Hint: nothing to do with referrals)
And much more…
Advisors can turn new affluent clients into strategic partners—and create a steady stream of new referrals.
And best of all, affluent business owners can help advisors build a wealth management practice that works—for them, their clients, and their family.
Pricing: $10,000 plus printing and shipping
It’s because they understand the hierarchy of advisor success. They know that it’s not about working hard; instead, it’s about using the right strategies that rapidly deliver the results they want—all while building trusted, long-term relationships with the right affluent clients.
Have you ever wondered how some financial advisors can quickly jump from $50 million in assets under management to hundreds of millions—and then on up to a billion or more?
Do you want to take your time—likely many years—to make significant progress? Or do you want to race up the hierarchy of advisor success and achieve your most important goals faster than you ever thought possible
CEG Worldwide’s coaching puts you on the fast track. Schedule a strategy session and get your road map for the success you want, as fast as you want it.
No matter where you are in the hierarchy right now, you want to move upward. The question is this: How fast do you want to go?
WHAT ADVISORS ARE SAYING
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“If you would like to enhance the client experience, your revenue and your process, then this is a must.”
Frank Hennessey
Premier Planning Group, Inc.
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“You will be exposed to some of the best and most creative ideas—period.”
JD Hoyt
Ascendant Financial Solutions
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“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 Pazera
Pazera Capital Management
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“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 Bellingham
HBS Financial Advisors
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Are you on a path to design the life you choose? It was two years ago when I faced reality. I was publicly successful,
Chris Heerlein
REAP Financial Group, LLC
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“I cannot imagine being in this business without CEG as my partner.”
Rich Schuette
Avalan Wealth Management
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“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 Lineberger
Robert W. Baird & Co.
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“I can think of no better way to take my business to the next level.”
Scott McCartney
Raymond James
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“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”
David Witter
Financial Harvest Wealth Advisors
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“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 MacIntosh
Canaccord
