WHERE DO YOU WANT TO GO?
AND HOW FAST DO YOU WANT TO GET THERE?
Financial advisors tend to operate on four distinct levels. We call this the hierarchy of advisor success.
If you firmly believe that your expertise in investment management is what will make you more successful, you are very likely at the Technician level. Given that investment management is becoming more commoditized every day, you’re probably finding that it’s very difficult to compete. If you remain at the Technician level, it may be impossible to achieve your most important goals over the long run.
If your most important focus is providing a world-class experience to your clients, you are likely at the Experimenter level. As a result, you’re probably seeing increases in your income and assets under management. But you may also be frustrated because you’ve not yet landed on systematic client processes that will enable you to scale up.
If you do have these systems in place, you’re probably at the Rainmaker level. And because you have these systems, client referrals have become your main source of new business. However, your challenge may be that these referrals are for people of the same or less wealth than your current clients, making it hard to move upmarket.
And if you’re consistently earning a net income of at least $1 million a year, you’re at the Elite level. You’ve arrived: You’re able to live the life you want and pursue your most important goals for yourself, your loved ones and the causes you care about.
No matter where you are now in the hierarchy, you want to move upward. The question is how fast do you want to go?
Do you want to take your time—likely many years—to make significant progress? Or do you want to achieve your most important goals faster than you ever thought possible?
CEG Worldwide’s coaching puts you on the fast track.
Results-Driven Success.
“I cannot imagine being in this business without CEG as my partner.”
“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.”
“I can think of no better way to take my business to the next level.”
“CEG has helped me increase AUM 11X in the last six years while serving our clients in world-class way.”
“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.”
“If you would like to enhance the client experience, your revenue and your process, then this is a must.”
“You will be exposed to some of the best and most creative ideas—period.”
“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.”
“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.”
