IS COACHING RIGHT FOR YOU?

Coaching is the single most effective way we know of to move as rapidly as possible to the level of success you want. But that doesn’t mean it’s right for everyone. Ask yourself these questions:

  • Am I highly motivated to be the very best?

  • Am I open to refining my approach to building my business in order to significantly grow?

  • Do I want to move upmarket to serve wealthier clients—and am I willing to make changes in my practice to make this happen?

  • Do I have a block of four to eight hours each week to devote to transforming my practice? (You’ll likely stop doing many of your current day-to-day activities, which will free up your time.)

  • Am I a committed learner who is comfortable learning and interacting in a range of environments, including online, on phone calls and in person?

  • Do I have a strong team that can help me implement business development activities and enhancements to our client experience?

  • Do I want more balance in my life?

  • Have I already established the foundation for a very successful practice? (In most cases, this means having an annual net income of at least $200,000.)

If you answered yes to most of these questions, coaching is right for you.

SCHEDULE YOUR COMPLIMENTARY STRATEGY SESSION TO ACCELERATE YOUR SUCCESS

RESULTS-DRIVEN SUCCESS

  • Professional headshot of a man in a gray suit and blue tie, smiling against a gray background.

    “If you would like to enhance the client experience, your revenue and your process, then this is a must.”

    Frank Hennessey

    Premier Planning Group, Inc.

  • Portrait of a smiling man with dark hair, wearing a blue shirt

    “You will be exposed to some of the best and most creative ideas—period.”

    JD Hoyt

    Ascendant Financial Solutions

  • A professional headshot of a man in a dark suit and light shirt, smiling against a gray background.

    “It has the potential to double the value you add to your clients, double your income and double your time off. Truly an amazing program.”

    Mike Pazera

    Pazera Capital Management

  • A middle-aged man in a suit and tie sitting in an office chair, smiling at the camera.

    “I recommend CEG. This group is led by one of us and will give you tools and resources that will make your practice even better.”

    John Bellingham

    HBS Financial Advisors

  • Professional man in a black suit and white shirt smiling, against a plain white background.

    Are you on a path to design the life you choose? It was two years ago when I faced reality. I was publicly successful,

    Chris Heerlein

    REAP Financial Group, LLC

  • Headshot of a smiling man with short brown hair, wearing a dark blazer and a patterned collared shirt, against a blue and green gradient background.

    “I cannot imagine being in this business without CEG as my partner.”

    Rich Schuette

    Avalan Wealth Management

  • A smiling man in a suit and collared shirt, posing against a blurred background.

    “The ideas and information will change the way you run your business, allowing you to utilize best practices to be more efficient, effective and allow more time to do the things you want.”

    Terry Lineberger

    Robert W. Baird & Co.

  • Black and white headshot of a smiling young man in a suit and tie, with short hair

    “I can think of no better way to take my business to the next level.”

    Scott McCartney

    Raymond James

  • A man in a blue suit with a red tie, smiling outdoors with green foliage in the background.

    “CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”

    David Witter

    Financial Harvest Wealth Advisors

  • Portrait of a woman with short hair, wearing a polka dot blouse, smiling at the camera.

    “CEG has thought of everything possible to make you a success in our field! You have to experience it to truly comprehend how all-encompassing it is.”

    Debbie MacIntosh

    Canaccord