In today’s hypercompetitive 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.
PRESENTATIONS: TOPICS FOR 2020
These 40- to 60-minute presentations are ideal for advisor conferences at which you wish to inspire and equip your advisors to take distinct and immediate actions to grow their businesses. Each topic can also be delivered as an in-depth keynote session of up to 90 minutes.
Capturing Tomorrow’s Opportunities Today
Accelerate Your Success to Build an Amazing Life of Significance
In our extensive work with top financial advisors who consistently earn annual net incomes of more than $1 million, we have found that they use a clear framework to build simple, elegant practices that are indispensable to the right affluent clients. We call this the elite wealth manager framework.
When advisors build their practices around this framework, they can create amazing lives of significance by serving fewer, wealthier clients extremely well. In this presentation, advisors will assess the extent to which they are implementing each accelerator of the framework in their own practices. They will then discover how to apply one of those accelerators—articulating their compelling value promise—in order to position themselves as go-to advisors for the specific affluent clients they most want to attract and serve. By the end, they will have an easy first step for qualified prospective clients to explore working with them.
Bonus: All participating advisors will receive three months of access to Your Personal Story, a short video course on creating, refining and sharing their personal stories. Combined with their ability to clearly express their value promise, this will enable advisors to communicate very effectively why they are the best qualified to serve their prospective clients.
The Virtual Family Office
Attract, Serve and Retain High-Net-Worth Clients
Family offices were once the realm of only the ultra-wealthy. Today, thanks to advances in technology, along with the ability to deliver more sophisticated wealth management solutions to a wider range of individuals and families, the family office concept is gaining new traction in the form of virtual family offices. In fact, high-performing virtual family offices can provide the entire range of single-family office services for affluent clients who are unable to afford their own single-family office.
Wealth managers who can provide the virtual family office experience will not only serve their affluent clients at an extraordinarily high level, but will enjoy a competitive edge over nearly every other financial advisor. In this presentation, your advisors will discover:
- The wealth management hierarchy—and what it means for serving affluent clients extremely well
- The framework and key elements of a high-performing virtual family office
- How to bring together the right team with proven processes to deliver the virtual family office experience
Bonus: All participating advisors will receive three months of full access to The Irresistible Offer, an in-depth video course that shows advisors how to substantially increase their wealthy client engagements by making their prospective clients an offer they can’t resist, and then following through with an experience they won’t forget.
WORKSHOPS
Each of our hands-on, three-hour workshops immerses advisors in a single strategy proven to drive significant results. By the end of each workshop, your advisors will be fully equipped to implement and reap the rewards.
The Total Client Model
Win Affluent Clients for Life
There is one thing that sets the most successful advisors head and shoulders above the rest: the ability to attract and engage wealthy clients. And the single most effective action advisors can take to attract affluent clients and keep them for the long term is to provide an experience that “wows” clients from their very first contact and guarantees their satisfaction over the long run. The Total Client Model enables your advisors to deliver precisely that experience.
This workshop focuses on the three key elements of a world-class client experience:
- Use holistic profiling to ensure a deep and comprehensive understanding of affluent clients and to set the stage for trusted, long-term relationships.
- Recognize opportunities to provide more and new services and products that are in alignment with what is most meaningful to each affluent client.
- Communicate solutions effectively with customized and compelling rationales that are aligned with each client’s high-net-worth personality and other key factors specific to each client.
Bonus: All participating advisors receive six months of full access to the Total Client Model web portal, which provides in-depth written instruction and dozens of videos that guide advisors through every step of the Total Client Model. It also provides specific exercises and tools to help advisors quickly implement the process.
Your Wealthy Client Pipeline
Build a Steady Stream of Affluent Clients
With few exceptions, the best sources of affluent prospective clients are centers of influence such as accountants and attorneys. However, conventional referral arrangements typically fail to provide the reliable stream of wealthy prospective clients advisors need to significantly grow their practices.
Your Wealthy Client Pipeline gives your advisors a complete system for building successful strategic partnerships with centers of influence. Beginning with identifying potential partners, it moves to conducting in-depth discovery, securing the agreement and then, most important, implementing the thought leadership solution. This is the same system used by CEG Worldwide’s top coaching clients to bring in hundreds of millions of dollars in assets under management.
Bonuses: All participating advisors receive six months of full access to two tools that will help ensure that they implement the pipeline-building process:
- The Wealthy Client Pipeline web portal. This robust web site includes in-depth written and video instruction on every aspect of building successful strategic partnerships with centers of influence, along with practical tools to help advisors implement the pipeline-building process quickly.
- Full membership in CEG Advantage. Our turnkey business development platform delivers a steady supply of thought leadership tools and content, along with guidance on how to deploy them to build highly successful relationships with all types of centers of influence, attract new affluent clients and do more business with existing clients.
VIRTUAL COACHING
Our virtual coaching programs enable your 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.
Gaining the Wealth Management Edge
Savvy financial advisors today understand that to compete effectively and counter the ever-increasing commoditization of financial services and products, they must provide more than just investment management. To substantially accelerate their success, they must become true wealth managers—advisors who are able to address the range of financial concerns beyond investments. And they know that they must move upmarket to serve wealthier clients.
Gaining the Wealth Management Edge enables financial advisors to do exactly that. This six-month online program provides financial advisors with the precise steps for attracting new affluent clients and significant new assets under management as they elevate their business models and build a world-class client experience. The program consists of two fully integrated elements that provide a seamless advisor experience:
- The Road Map guides advisors through the program with specific actions for each of the six months. Each month contains:
- A checklist of all activities to complete
- Videos that provide detailed instruction for implementation
- Downloadable tools to support implementation, including templates, scripts and interview guides
- The Total Client Model web portal enables advisors to substantially enhance their wealthy client experience through holistic profiling, astute identification of opportunities beyond investment management and effective framing of solutions that motivates clients to act. It provides in-depth written and video instruction on every aspect of successful client discovery, along with exercises and tools to support implementation.
Optional elements: Gaining the Wealth Management Edge can incorporate facilitated advisor study groups and/or monthly one-on-one coaching calls with professional CEG Worldwide coaches. These elements help ensure that advisors fully implement the program’s strategies to realize the greatest possible benefits.
Capturing the Potential
This six-month coaching program enables financial advisors to build simple, elegant wealth management businesses that draw in substantial additional assets from existing affluent clients and that easily attract new wealthy prospective clients. It focuses on areas that enable the greatest opportunities for advisors to attract additional business from existing clients and to attract wealthy prospective clients.
Capturing the Potential is designed for advisor study groups that meet on a monthly basis and are co-facilitated by a CEG Worldwide coach and one of your firm’s wealth management leaders. This enables the firm to develop deeper relationships with its top advisors while encouraging the use of the firm’s wealth management tools, including investment options. Detailed agendas and support are provided for each meeting.
In addition, these elements ensure successful implementation of the wealth management process:
- Monthly one-on-one coaching calls with a professional CEG Worldwide coach
- Interactive video conferences
- Robust web platform that includes instructional videos, research, step-by-step exercises and downloadable tools
