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.

Your most important result

By the time you complete Capturing the Potential, you will have in place a systematic, scalable client experience that ensures deep client satisfaction and lasting loyalty—along with the additional assets under management and introductions to qualified prospective clients that highly satisfied clients provide.

What it is

Capturing the Potential is a six-month coaching program that gives you a proven road map for a wealth management experience that will delight clients, attract affluent prospective clients and set you clearly apart from financial advisors who provide only investment management.

What you get

  • Professional coaching. Your expert coach will be with you throughout the program, helping you chart your unique road map, inspiring you to overcome obstacles and holding you accountable to achieve all that matters to you. You will meet with your coach 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 so that you can implement immediately.
  • Office hours. We know how valuable it is to be part of a community of your advisor peers. Every month, a CEG Worldwide coach will facilitate office hours—a highly interactive one-hour session where you and your peers will share successes, brainstorm challenges and build connections.
  • Interactive messaging. For an additional layer of support, you will receive access to CEG Worldwide’s interactive voice messaging system. On a regular basis, you will receive brief voice messages from your coach with success stories, tips and inspiration, and you will be able to quickly and easily interact with your coach and other advisors in the Capturing the Potential community.
  • Launch call. You will take part in a one-on-one launch call with one of CEG Worldwide’s program specialists. This call will introduce you to the overall program and demonstrate the web platform.

What it costs

The fee for Capturing the Potential is $1,666 per month for six months or a one-time fee of $10,000.

Is it for you?

If you are highly motivated to be the very best and are open to refining your client experience in order to significantly grow and serve wealthier clients, Capturing the Potential may be for you.

Your next step

Sign up for our complimentary Best Year Ever Consultation. You’ll meet with CEG Worldwide experts to clarify where you are now, exactly where you want to go and the key strategies that will get you there the fastest. And you’ll find out whether Capturing the Potential is right for you.