There’s just one more step before
you go ...
And the decision you make on this page could not only maximize your summit experience, but it can also cause you to become the trusted, “go-to” advisor to the mega-wealthy who desperately need your newfound rainmaker knowledge and advice.
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Let’s first take a look at the four attributes of a true rainmaker financial advisor:
• First, you must become a Thought Leader in your community. That characteristic alone will make you much more attractive to the wealthiest business owners, individuals and centers of influence in your area.
• Third, you must maximize client relationships and the perceived value you deliver. To be a rainmaker, you must be more than an advisor on investments only. Wealthy clients expect much more than that in today’s economy. You should become so valuable to them, you’re almost a member of their family.
• Next, you must master framing, and differentiate yourself from every other advisor in your area. Once you understand the power of how to frame yourself as the only true choice for the advisor to the ultra-wealthy, you will be able to source even more wealthy clients to your practice with ease.
You’re about to discover how to achieve and acquire each one of these rainmaker attributes in your upcoming The Secrets of Today’s Top Rainmakers virtual summit.
And… what if you could take things to the next level?
What if you could be “taken by the hand” each month to ensure that you become that true rainmaker advisor so coveted by the ultra-wealthy? A service that included “done for you” tools and strategies to launch your practice to the next level?
Well, that service exists. I’d like to invite you to become the next elite wealth advisor to join our Exclusive Club called CEG Advantage.
How to Gain a Clear Advantage
Over Your Financial Advisor Competitors
In today’s world, where investments have largely become commoditized, it’s more important than ever as a financial advisor to set yourself apart to attract the right affluent clients and grow your assets under management.
You need an edge over your competition— something that will make you stand head and shoulders above other financial advisors and achieve the results you want.
What If You Could Literally Look Over The Shoulders Of The Top Financial Advisor Coach In The Country And One Of The World’s Savviest Experts On The Super Rich Each Month From The Comfort Of Your Own Home… As They Reveal… Step By Step… What Is Working Best Right Now To Attract Wealthy Business Owner Clients?
Each month, our exclusive CEG Advantage program delivers the practical, proven strategies that will increase your income and assets under management by attracting the right affluent clients and serving them extremely well.
These are the same strategies we reveal to elite wealth managers in our comprehensive, yearlong, one-on-one coaching program, Breaking Through.
You will also get the latest research on “what’s working now” in our industry, with the specific action steps you need to take to maximize your success.
Our research shows that four out of five business owners in the “sweet spot” of investable assets—between $500,000 and $10 million—complain of being underserved by their financial advisors.
How would it feel to become the “go-to” advisor for these woefully underserved clients?
Your AUM would increase substantially. And you would obviously start to attract even more of the right wealthy clients as you move upmarket.
CEG Advantage is a turnkey thought leadership business development platform that has raised many billions of dollars in assets under management.
The program delivers precisely the tools and guidance each month that you need to grow your net income and assets under management by serving more and wealthier clients—easily, quickly and more enjoyably than you ever thought possible.
All the strategies and tools you need to become that trusted, “go-to” advisor are revealed each and every month in our exclusive CEG Advantage program.
As an example, here are five practice-building deliverables you’ll receive each month to ensure your success:
DELIVERABLE 1: YOUR FIRST 100 DAY MARKETING PLAN
Your First 100-DAY Marketing Plan
We’ll set you up to get results right from your very first day as a CEG Advantage member. Your marketing plan will set out exactly where you are now, where you want to go, and the specific activities you and your team will take each month to attract the new affluent clients and assets you want. Your marketing plan is created with our team's guidance during your launch call.
DELIVERABLE 2: YOUR MONTHLY FLASH REPORT
Concise, High-Impact Reports
Focused on the Affluent
Every month, a new high-impact report focused on the affluent will put you and keep you at the front of the minds of your top clients, your prospective clients and the centers of influence in your community. When it comes to making referrals and providing new assets, they’ll think of you first. If you’re still sending out an old-fashioned newsletter, you’ll be glad to switch it out for the Flash Report. We make it easy for you to customize the report with your firm’s branding. We even provide a cover letter for you to send with the Flash Report, along with full documentation for your compliance officer and a letter from FINRA.
CLICK TO PREVIEW CUSTOM FLASH REPORT SAMPLES BELOW
DELIVERABLE 3: FIVE SPECIAL REPORTS EACH MONTH
Five Special Reports Each Month
That Start Profitable Conversations
That Start Profitable Conversations
There is no better way to start conversations that lead to new business than to deliver exclusive, high-value content that addresses the specific challenges and goals of clients, prospective clients and other professional advisors. Each report is packed with practical information from successful family offices and elite professionals who are helping their affluent and ultra-affluent clients maximize and protect their wealth using today’s most innovative strategies. Our tools enable you to easily co-brand each report to inspire action in every recipient.
DELIVERABLE 4: HIGH-POWERED BOOKS FOR
CENTERS OF INFLUENCES AND CLIENTS
CENTERS OF INFLUENCES AND CLIENTS
High-Powered Books That Leverage The Multiplier Effect With Your Centers Of Influences So They Introduce You To Their Best Clients
Attorneys and accountants can be your very best source of new affluent clients—provided you know how to build mutually profitable relationships with them. Our books will position you as the financial advisor they want to work with—and want to introduce their best clients to. And of course, we have books for your clients, too, on topics that matter to them and that will motivate them to act. Even better: The cover of each book is customizable with your name, photo and contact information to make it stand out even more.
DELIVERABLE 5: ONGOING SUPPORT FOR
YOU AND YOUR TEAM
YOU AND YOUR TEAM
We are with you every step of the way to help you generate the new wealthier clients you want. Here’s what we have for you Every Month:
The Elite Wealth Advisor Video Conference with John Bowen
In this interactive video conference, John shares behind-the-scenes insights on the thought leadership strategies attracting the most assets under management right now along with how to get maximum results from each of that month’s CEG Advantage tools.
The Private Wealth Video Conference with Russ Alan Prince
In his video conference, Russ focuses on how to build the all-important strategic partnerships with centers of influence that will make all the difference in moving significantly upmarket.
The Team Implementation Video Conference
This video conference for your key operations team members and/or executive assistant walks them through the nuts and bolts of effectively executing the CEG Advantage tools so you can focus on high-value business-building activities.
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 breaks one key proven strategy for moving up market to serve wealthier clients into actionable steps that you and your team can take right away.
The CEG Advantage Private Facebook Group
Ask questions, get answers and find out how your fellow Advantage members are growing assets and multiplying their number of affluent clients. John Bowen also regularly livestreams answers to all your questions.
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