CEG Elite Wealth Advisors Virtual Conference

CONGRATULATIONS

We Want You to Become the Must-Have
Financial Expert the Wealthy Crave

Begin Today to Acquire New Affluent Clients and Assets

You are ready to become a founding member of CEG Advantage

CEG Advantage is a “done for you” turnkey business development platform. Russ Alan Prince and John Bowen give you the powerful tools you need—along with their guidance—to establish yourself as the “go-to advisor” to the affluent in your community to get the results you want.

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… Attract a steady stream of the right wealthy clients and serve them well while having more time for yourself …

… Generate even more money without greater demands on yourself ...

… Increase the quality of clients and prospect sources, no matter how affluent your current client base is today …

… And all inside a proven $250 billion turnkey business development platform where you become the must-have financial expert the wealthy are begging to meet, REGARDLESS of how long you've been in business?

You know the affluent need world-class insight for growing their wealth. This is your opportunity.

Here's what you'll get—every single month ...

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■ YOUR MONTHLY ADVANTAGE FLASH REPORT

Every month, a new FINRA-reviewed client-facing article puts and keeps you at the front of the minds of your top clients, prospective clients and centers of influence in your community. When it comes to making referrals, and providing new assets to manage, they’ll think of you first. You can download our PDF to print or email to your mailing list. Or we supply everything you need to customize it with your firm’s branding. We even provide a cover letter for you to send along with the Flash Report, along with full documentation of the FINRA review for your compliance officer.

■ THE BSW INNER CIRCLE SPECIAL REPORT

This exclusive monthly report is packed with five special reports with practical information from successful family offices and elite professionals that are helping their affluent and ultra-affluent clients maximize and protect their wealth using today’s most innovative strategies.

You can share each of these special reports with select clients, prospective clients and centers of influence each month—a powerful way to position yourself as an expert and start the conversations that lead to new business. Our sharing tools make it easy—we even give you text for your email.

■ THE ELITE WEALTH ADVISOR VIDEO CONFERENCE

In this monthly interactive video conference, John shares behind-the-scenes insights on the thought leadership strategies attracting the most assets under management right now—and exactly how to incorporate them into your practice to get the results you want.

He’ll also guide you in getting maximum results from each of that month’s CEG Advantage tools. Questions? John will answer them during the conference.

■ THE PRIVATE WEALTH VIDEO CONFERENCE

In his monthly video conference, Russ Alan Prince focuses on how to use the proven thought leadership strategies of family offices to build an elite practice serving the wealthy.

No matter what size your practice is now, these are techniques that will help you attract the right affluent clients and increase your assets under management. And Russ will give you real-time answers to any questions you have.

■ THE CEG ADVANTAGE ACTION GUIDE

The Action Guide spells out the vital few actions you should take each month to build your practice with the wealthy. Refer to it throughout the month to achieve dramatically enhanced results.

■ THE CEG ADVANTAGE STRATEGY BLUEPRINT

This visual tool will break one key proven strategy for moving up market to serve wealthier clients into actionable steps that you and your team can take right away.

All this for only $1,000 a month as a founding member! There's no contract and you can cancel at any time.

Our CEG Advantage monthly mailing and
Internet portal will give you that same experience!

With CEG Advantage, you’ll be part of a small group of high-performing financial advisors using our turnkey thought leadership business development platform. You’ll get tools that your competitors will never discover.

You’ll be able to take the fresh new strategies and business development tools personally created and tested by Russ and John and plug them in to your practice—each and every month.

Think about it: One new affluent client could pay for several years of your CEG Advantage membership.

With these insights, you can build a simple and elegant wealth management practice that makes you indispensable to the right affluent clients, while you enjoy a great quality of life.

Every month, we reveal all the strategies and tools you need become that trusted, go-to advisor in your community to systematically attract the right affluent clients. You will become the expert the affluent want to help them reach their most important financial goals.

Consider this: Would it be worth $1,000 for you to spend an entire month looking over John and Russ’ shoulders … personally showing you what’s working best in business development … providing you the tools …and helping you deploy those strategies in your own practice?

Now we want to do it for you!

We want to make CEG Advantage membership a no-brainer for you. There’s no contract and you can cancel at any time.

Remember: all this for only $1,000
a month as a founding member!

There's no contract and you can cancel at any time.

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