One of the most common questions we hear from advisors is this: “Will you take a look at our practice to see what we should do to accelerate our success even more?” Our answer is yes. Every day, our team works with financial advisors just like you to show the specific actions they can take to fast-track their success.
We call this strategy session our Best Year Ever Consultation. During this two-part process, you will gain clarity on where you are now, where you want to go and the three simple actions we would take if we were you to achieve what is most important to you as quickly as possible.
A comprehensive look at your business and your life
During your first phone appointment, a CEG Worldwide consultant will ask you a series of questions about where you are now and where you want to be in the future. We’ll use your answers to develop your Total Advisor Profile—a single-page synopsis of your business and your life that clearly spells out where you are now, where you want to go and your biggest opportunities for accelerating your success. And we will invite you to picture a day when you have a steady stream of prequalified affluent prospective clients.
Your road map to the practice of your dreams
During your second phone appointment, your CEG Worldwide senior consultant will explore your specific strategies to help you achieve the goals you identified. These are proven strategies based on our decades of experience coaching thousands of top financial advisors, along with numerous empirical industry studies involving tens of thousands of advisors. By the end of your consultation, you will have complete clarity on the steps you should take to achieve the results you want—regardless of where you are today.