POSITION YOURSELF FOR REAL GROWTH
THE ELITE WEALTH MANAGER
Your success is in your hands as never before. What you do today will directly determine whether your practice prospers when the world embarks on its “new normal.”
OUR NEW FREE BOOK SHOWS YOU
EXACTLY WHAT TO DO
You have the opportunity right now not just to serve your clients extremely well, but to build significant demand for your expertise as the Covid-19 crisis begins to fade.
If you’re like most of the top financial advisors we have the privilege of working with, your near-term goals look like this:
If you’re like most of the top financial advisors we have the privilege of working with, your near-term goals look like this:
- Work with fewer, wealthier clients—while generating more revenue
- Gather additional assets and referrals as you serve your current clients better than ever.
- Reconnect with your high-potential prospective clients to bring in significant new business.
- Help your centers of influence and get introductions to their best clients as you do.
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THE KEY TO ACHIEVING THESE GOALS
CAN BE AT YOUR DOOR IN A FEW DAYS
Our new book, The Elite Wealth Manager, will give you a toolbox of proven strategies that will enable you to further excel, no matter how successful you already are. And it’s absolutely free—you pay only $7.95 for shipping and handling.
SPECIAL BONUSES
At CEG Worldwide, we have a single mission: helping financial advisors accelerate their success as they build simple, elegant wealth management businesses that are indispensable to the right affluent clients.
YOUR FIRST SPECIAL BONUS
Video: Building Demand for You and Your Expertise
This 72-minute video from John Bowen and Russ Alan Prince gives you the proven, four-step process our top financial advisor clients are using right now to drive business from their clients, prospective clients and centers of influence. You’ll get the insights we’ve gleaned in recent weeks from more than 1,000 advisors on how to provide the support and leadership your clients, prospective clients are centers of influence are searching for during this difficult period.
YOUR SECOND SPECIAL BONUS
Complimentary Strategy Session
Complimentary Strategy Session
Over the last two decades, our elite advisor consultants have met with countless financial advisors just like you to help them pinpoint the specific actions for taking their businesses—and their incomes—to substantially higher levels. During this challenging time, expertise like this can help you more than ever. And this one-on-one strategy session is completely free.
YOUR THIRD SPECIAL BONUS
Companion Workbook: Building Demand for You and Your Expertise
We don’t just tell you want to do, we give you every tool for executing in this downloadable workbook. You’ll get every script, email template and worksheet you need.
YOUR FOURTH SPECIAL BONUS
Digital versions: Simply choose your preferred format below
While you’re waiting for your hardcover to arrive, dig into this digital version. The book is available in all 3 formats: Kindle, Epub, and Flipbook. Get all the core strategies that get you moving toward the highest levels of success right away.
THE ELITE WEALTH MANAGER RESULTS: WHAT ADVISORS ARE SAYING
Chris Heerlein
REAP Private Client Group
“It was a breath of fresh air. There were people there who were a lot more successful than I was at the time, which gave me hope that I too could find a true balance between my work and my life. I have a renewed passion for the business and the impact we make on people’s lives.”
Christi Staib
Silver Sail Wealth Advisors
Silver Sail Wealth Advisors
“I am creating so much more value for my clients than before. I’ve doubled my income and I’m able to take more time off to be with my family. It’s been fabulous.”
Anat Yoder
Yoder Wealth Management
Yoder Wealth Management
“Because we’re so much better at what we do now, we can be leaders to others around us. We want to be role models not just to our children but also to our clients—to help them really see what a life well lived looks like.”
David Shepherd
Shepherd Wealth & Retirement
Shepherd Wealth & Retirement
“In a little over a year of coaching, we went from wondering whether we should even be in this business to having absolute confidence that there is a clear path forward. If I execute the steps in the coaching program, I know where I am going to end up. I know that my business will be scalable. And I know it’s going to be really awesome and fun.”
Eric Lawton
Impact Financial
Impact Financial
“Trust the process and information they give you. You don’t have to question it, because the research is sound. You just have to do the work, and it will result in great things.”
Mark Fujiwara
R.W. Baird
R.W. Baird
“Today I feel that I am absolutely maximizing my potential, in terms of both the numbers and how much fun I am having working with amazing clients and helping them solve their challenges.”
Jamie Hilton
UBS Financial
UBS Financial
“The coaches I’ve worked with are more than coaches to me—they’re partners and mentors who have had a tremendous impact on my business and the people I work with.”
Geoffrey Frazier
Global Financial Private Client
Global Financial Private Client
“Right away, we were presented with a formalized, systematic process for getting clients to make referrals. That immediately started to give us confidence that we never had before to enter into these conversations. Everyone in the office knows how to start that conversation now. My assistant even made a second-opinion service offer the other day, which resulted in us getting the referral. Before coaching, that opportunity would have been missed.”
Robert Shelton
Shelton and Seal Wealth and Estate Management
Shelton and Seal Wealth and Estate Management
“I have a stream of new ideal clients that is almost hard to keep up with – which is a great problem to have! The results I’m getting now because of coaching are far beyond what I ever thought were possible.”
Anthony Glomski
AG Asset Advisory
AG Asset Advisory
“I’ve also accelerated my happiness. I wake up every day loving what I do and loving the people I work with, and I can tell you that was not the case prior to coaching.”
David Friesen
Friesen Capital Management
Friesen Capital Management
“Today, we are providing much more value to our client families, which has allowed us to raise our minimums three times and reduce our number of households by half. Oh, and I have more free time than I did five years ago.”
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