Working with CEG Worldwide

I’ve been a client for five years now, and it’s completely changed my practice. CEG allows for many different kinds of business models. From single-advisor practices to huge firms, CEG has all the answers to grow your business to new levels. From powerful client profiling techniques to forming high-level strategic alliances, CEG provides the road map.

A powerful side benefit I’ve received via CEG is the relationships I’ve developed with some of the smartest and most successful fellow advisors in the market. I’ve created a team of new true, close friends—trusted friends who will all help each other become even more successful in our businesses.

About CEG Advantage

I’m a member of Roundtable. I was immediately intrigued when I heard about the program; I understood how it could not only save me time on developing client-facing reports and other useful tools, but would also help me become a true thought leader in my community and be better able to attract even more affluent clients and other centers of influence.

After taking a look at all the materials and tools CEG Advantage provides, I realized they are fantastic! I became confident that—with the proper use of the incredible tools housed in Advantage—I could (with a little work) take my business to even higher levels. Also, Advantage makes the materials very easy to distribute to my clients. And the library of materials is simply amazing. Each month, I spot specific material to send out to particular clients.

STEVEN E. TENNEY

Founding Partner and CEO | Great Diamond Partners

“I’ve been in the advisory business for 25 years now. And the CEG programs have been the most beneficial I’ve ever participated in.”

The results

I think the biggest impact from applying the tools, materials and coaching is that I’ve greatly advanced my reputation with my business owner and other affluent clients, including new prospects. CEG Advantage allows me to continuously stay in front of and “top of mind” with business owners and other centers of influence. Bottom line: I signed on nearly as many new clients in the latest quarter as I did all of last year.

To sum everything up: I’ve been in the advisory business for 25 years now. And the CEG programs have been the most beneficial I’ve ever participated in. I don’t want to sugarcoat this. CEG programs take a lot of work! But if you implement the strategies and use the tools, you will most probably take your business to levels you’ve never seen before.