Delivering a High-Performing Virtual Family Office
July 22, 2021 at 1:00 p.m. PT/4:00 p.m. ET
If you are like many financial advisors, you want to move upmarket and work with fewer, yet wealthier, clients to accelerate your success even more. However, you need to provide the right services beyond investment management to attract and serve the ultra-affluent.Watch this short video and then reserve your seat today.
Our live video conference will show you how to add a virtual family office offering to attract the ultra-affluent, moving beyond wealth management for even greater success. 

In this video conference you will discover the four key drivers of adding a successful virtual family office offering to your practice: 
  • The Wealth Management Hierarchy - Understand how to position your offerings so that you’re no longer perceived simply as an investment advisor. Become known for your virtual family office services.
  • The Virtual Family Office Framework - Discover the nine essential services of a high-performing family office that you need to implement to fully and successfully attract the ultra-affluent.
  • Four Possible Financial Futures - Inspire prospective ultra-affluent clients to work with you so they can maximize the probability of achieving what’s important to them.
  • The Stress Test Process - Ensure that you benefit from all possible opportunities available to you. Implement a strong family office offering so prospective clients feel compelled to hire you.
As a participant in this video conference, you will receive a digital copy of the Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices workbook, which includes an assessment for your prospective clients to help them understand why they need you now.

We believe you can build an amazing life of significance to take care of the people you love, the causes you care about, and make a major impact.

This video conference will show you how to do it faster and easier than you ever thought possible.
Meet Your Host
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.
How do i register?
Because this video conference is extremely time-sensitive and interactive, it will not be recorded, and so a playback recording will not be available. So, show up and prepare to accelerate your success even more!
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. 
  • Take a moment to test your ZOOM connection here prior to the session.
  • ​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. 
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