The Total Client Model
Win Affluent Clients for Life
The Total Client Model is a three-month self-directed online program focused on building a world-class experience that wows clients from your very first contact. The result will be loyal clients who are inclined to provide you with additional assets to manage and introductions to qualified prospective clients.
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 Wealthy Client Pipeline
Build a Steady Stream of Affluent Clients
This advanced business development program will help you build strategic partnerships with the right centers of influence, giving you the ongoing source of qualified affluent client referrals that will make all the difference in your practice, your income and your assets under management.
Roundtable
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.
The Elite Wealth Council
Reaching the Highest Levels of Success
The Elite Wealth Council is CEG Worldwide’s private client coaching group. Membership in the Council is by invitation only and is reserved exclusively for the most successful wealth managers in Roundtable. Through highly customized consultation and business development support, The Elite Wealth Council enables its members to achieve complete mastery of the tools and processes that will move them to and keep them at the elite level.
CEG Advantage
Your Turnkey Business Development Platform
All programs except The Total Client Model 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.
