Unprecedented Times • Unprecedented Opportunities
THRIVE 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.
Every advisor who takes part in THRIVE leaves with their own step-by-step road map for earning $1 million or more every year by serving fewer, wealthier clients exceptionally well. In just one day, they will:
- Get guidance tailored to their practices. With our proprietary tool, advisors will measure the gaps between where they are now and where they want to be—and by the end of the day, they will know exactly how to close those gaps to get the results they want now.
- Find out the secrets for standing out from the crowd—secrets that will lift them above their competition and make them the go-to advisors in their communities.
- Get the specific techniques for connecting with clients that will not only win them for life, but will also open up new and profitable opportunities to serve them beyond simply investment management.
- Get the road-tested steps for building demand for their expertise—right now. The leading advisors are taking these actions to bring in hundreds of millions in additional assets while building demand for even more business later.
- Connect with their peers in a confidential, noncompetitive environment to hear what’s working during these unprecedented times.
- Get scripts for implementing every strategy. No need to reinvent the wheel—they will find out precisely what to say and when to say it.
The Elite Wealth Manager Summit
A Three-Day, Exclusive, Intensive Virtual Summit with Top Advisors and Industry Leaders
The Elite Wealth Manager Summit is an intensive three-day event that takes advisors even deeper into the key business-building strategies presented in THRIVE, and adds additional approaches for even greater growth. It is built around the three levers of the elite wealth manager framework:
- Clarity of Intention. Elite wealth managers are deliberate, not reactive. They know that closing the gap between where they are today and where they want to be will happen not with wishful thinking but with smart and focused strategic action.
- World-Class Client Experience. Elite wealth managers know how to deliver an exceptional experience to their current and prospective clients that is grounded in a deep understanding of client values, needs and wants and is powered by their synergistic expertise and that of those in their professional network.
- Wealthy Client Pipeline. Elite wealth managers are confident in their ability to consistently source new business and to move as far upmarket as they wish.
Within each lever are three accelerators—specific, proven actions that enable elite wealth managers to accelerate their success and consistently earn $1 million or more every year while serving their affluent clients very well. During the summit’s three highly focused days, your advisors will discover how to implement each accelerator.
Both of our virtual events are designed as completely turnkey events for your firm. We provide everything you need for a hugely successful event, including advance marketing to drive attendance, all expert presenters, the virtual event platform, and full technical support both before and during the event.
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.
Capturing the Potential
Your Wealth Management Road Map
This six-month coaching program enables financial advisors to implement a world-class wealth management experience for their clients that draws in substantial additional assets from existing affluent clients and easily attracts new wealthy prospective clients.
We all know that this is a challenging time. But we also believe that this environment offers extraordinary opportunities—provided that advisors take optimal care of their clients and prospective clients while positioning their practices for growth.
Capturing the Potential will fully equip your advisors and their teams to provide the world-class wealth management experience affluent individuals and families are looking for right now.
With Capturing the Potential, advisors don’t just learn what to do—they actually do it. We provide these multiple levels of coaching to ensure rapid results:
- Professional coaching. Each advisor’s expert coach is 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 meet with their coaches monthly during one-hour, one-on-one phone calls.
- The Capturing the Potential web portal. This robust platform provides in-depth instruction on every facet of providing a world-class wealth management experience to affluent clients. It includes more than 45 instructional videos, research, step-by-step exercises and dozens of downloadable tools, including scripts, templates and interview guides. Each is designed to help your advisors implement quickly to get the results they want.
- Office hours. We know how valuable it is for advisors to be part of a community of their peers. Every month, a CEG Worldwide coach facilitates office hours—a highly interactive one-hour session where all Capturing the Potential participants share successes, brainstorm challenges and build connections.
- Interactive messaging. For an additional layer of support, advisors receive access to CEG Worldwide’s interactive voice messaging system. On a regular basis, they receive brief voice messages with success stories, tips and inspiration. And they are able to quickly and easily interact with their coaches and other advisors in the Capturing the Potential community.
- Launch call. Each advisor takes part in a one-on-one launch call with one of CEG Worldwide’s program specialists. This call introduces advisors to the overall program and demonstrates the web portal.
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.
- 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.