Capturing the Potential
Your Wealth Management Road Map
Capturing the Potential is a six-month coaching program that will fully equip you to provide the world-class wealth management experience affluent individuals and families are looking for right now. By the end of the program, you will have realized your full capabilities as you move to an even higher level of success as a financial advisor.
The Elite Wealth Manager
Build a Simple and Elegant Wealth Management Business
This comprehensive 10-month coaching program will give you everything you need to become a successful wealth manager and move upmarket to attract and serve ever-wealthier clients. The Elite Wealth Manager will help you implement the specific strategies that will eliminate trial-and-error efforts and significantly accelerate your rate of progress toward your goals. And we will be with you every step of the way.
The Mastermind Group of Elite Wealth Managers
Roundtable enables advisors who have completed Breaking Through, The Elite Wealth Manager or The Wealthy Client Pipeline to achieve their fullest potential as they build even more successful practices. Comprised of many of the top advisors in our industry, Roundtable will take you even further along your journey to achieving your most important goals.
Your Turnkey Business Development Platform
All programs, with the exception of Capturing the Potential, include full membership in CEG Advantage, our turnkey business development platform that will position you and your centers of influence as the experts the wealthy want. The result? Significant new business for both you and your strategic partners.