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.
Results-Driven Success.
“I cannot imagine being in this business without CEG as my partner.”
Rich SchuetteAvalan Wealth Management
“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 LinebergerRobert W. Baird & Co.
“I can think of no better way to take my business to the next level.”
Scott McCartneyRaymond James
“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”
David WitterFinancial Harvest Wealth Advisors
“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 MacIntoshCanaccord
“If you would like to enhance the client experience, your revenue and your process, then this is a must.”
Frank HennesseyPremier Planning Group, Inc.
“You will be exposed to some of the best and most creative ideas—period.”
JD HoytAscendant Financial Solutions
“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 PazeraPazera Capital Management
“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 BellinghamHBS Financial Advisors
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1954 Hayes Lane
San Martin, CA, 95046
