Your Fast Track to Moving Upmarket

The Emerging Elite Advisor will help you realize your full potential as you move up the hierarchy of advisor success much faster and with less effort than you ever thought possible. Over six months, you will begin building a simple, elegant wealth management business that makes you indispensable to the right-fit affluent clients. By the end of the program, you will enjoy a significantly higher client conversion rate, a clear advantage in any competitive situation and many more qualified client referrals.

Your most important result

By the time you complete The Emerging Elite Advisor, 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

The Emerging Elite Advisor is six-month coaching program for advisors. The program includes numerous workshops and other interactive events, each one focused on execution. This regular interaction with the program’s subject matter experts, your coach, some of the industry’s leading advisors and your peers in the program creates accountability and helps ensure that you remain on the fast track to the elite level.

What you get

  • Full wealth management playbook. The Emerging Elite Advisor web portal provides access to a complete blueprint of an elite wealth management practice, from processes and scripts all the way down to sample meeting agendas and deliverables. All you need to do is implement.
  • Professional coaching. Your expert coach will be critical to your success in The Emerging Elite Advisor. They will help you keep on track and help identify, address and resolve issues of all types. In one highly focused call every month, your coach will be there to help you learn from unexpected breakdowns, to overcome barriers, to tap unexpected resources and to leverage the program to its fullest extent.
  • Implementation workshops. Each month, we will conduct a 90-minute workshop that brings together your coach, CEG Worldwide subject matter experts and your fellow advisors in the program. Through discussion and exercises, you will master every strategy for moving to the elite advisor level.
  • ​Advanced Planning Academy. Each monthly session will feature a sample wealth management case, including equity compensation, business founders, wealth transfer, etc. You’ll practice solving the client’s needs on your own, then compare your solutions to the advice and deliverables presented by an elite advisor. Over six months, the Advanced Planning Academy will give you the confidence and know-how to perform this level of advanced planning yourself.
  • ​Office hours. We know how valuable it is to be part of a community of your advisor peers. In fact, most advisors who have taken part in our coaching programs cite the connections they have made as one of the most helpful and enjoyable parts of their coaching experience. That’s why 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.

What it costs

The fee for The Emerging Elite Advisor is $15,000.00 for the six month program.

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, The Emerging Elite Advisor 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 The Emerging Elite Advisor is right for you.