And we believe you can become more successful faster and more easily than you have ever thought possible by serving fewer, wealthier clients regardless of where you are now. But to do so, you need a clear roadmap.
This live, interactive webinar that will show you the nine proven strategies used by today’s top financial advisors—those who consistently earn net incomes of more than $1 million each year while serving their clients well.
This is just a sampling of the strategies you will discover:
Developing a clear understanding of where you are today, where you want to go—and the right fit of affluent clients who can get you there
Offering exceptional service to meet these clients’ needs
Securing the future of your business by building a network of professionals who deliver a consistent pipeline of wealthy clients
This is a rare chance to get an insider’s view of today’s leading financial advisors and have your questions answered, so don’t miss out.
Join us to discover how you can get started on the path to an amazing life of significance today.
John is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For nearly 20 years, Bowen and his team have had the privilege of coaching elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients while building amazing lives of significance. Previously, he worked directly with affluent clients as a financial advisor for 26 years.
Interactive Video ConferenCE
This online session will be conducted over Zoom, the premier video conferencing platform. Follow these instructions to ensure a trouble-free experience.
You will need a computer, tablet, or smartphone with a speaker or headphones.
You may be instructed to download the Zoom application when you join us. Please complete this step. If you need to dial-in to the session with your phone, please be sure to join the ZOOM meeting room first and then have the system call you.