LIVE VIDEO CONFERENCE
CONFIDENCE IN CRISIS
SEVEN STEPS FOR SURVIVING AND THRIVING

September 23, 2020 at 1:00 p.m. PT/4:00 p.m. ET
countdown
00Hours00Minutes00Seconds
Your business depends on deep, meaningful connections with clients, prospective clients and centers of influence. During times of crisis, those connections matter more than ever.

Our live, interactive video conference will show you how to develop and strengthen both new and existing client relationships to stabilize your business during the coronavirus pandemic—and to position it for growth now and as the pandemic begins to fade.
You will leave this video conference with a seven-step path to follow to stabilize your practice and provide more valuable advice to your clients.
  • Assess your focus on supporting clients, financial results and teammates.
  • Stay connected to peers and professional networks.
  • ​Make sure you have the cash available to ride out the storm.
  • ​Communicate compassion to your clients, prospective clients and centers of influence.
  • ​Prioritize by opportunity size.
  • ​Connect deeply to uncover and address clients’ biggest concerns.
  • ​Track results and fine-tune your approach.
As an interactive video conference, you will also have the chance to connect with other advisors facing similar challenges, including special guest Tony Rose, founding partner of Rose, Snyder & Jacobs.

Clients are looking for leaders in this uncertain, volatile moment. By asking thoughtful questions and having authentic conversations, you will deliver advice with greater empathy, a powerful value in troubled times.

And by incorporating these deeper connections into a solid, iterative business structure, you will develop the tools to not only solidify your business, but to substantially grow it both during the crisis and beyond. Don’t miss this opportunity to reassess and refocus your efforts to accelerate your business even faster by providing exceptional support for your clients, prospective clients and centers of influence.

Meet Your Hosts
JOHN BOWEN 
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.
RUSS ALAN PRINCE
Russ is a leading authority in the private wealth industry. He regularly consults with the Super Rich, family offices and fast-tracking entrepreneurs, and is engaged by wealthy families and successful entrepreneurs for personal wealth creation coaching. Prince has authored or co-authored more than 60 books for entrepreneurs, the affluent, and advisors to the affluent, including Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices.
How do i register?
Our live, interactive video conference will show you how to develop and strengthen both new and existing client relationships to stabilize your business during the coronavirus pandemic—and to position it for growth
now and as the pandemic begins to fade.

Space is limited. 
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.
  • 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.
Copyright © 2020 CEG Worldwide. All rights reserved. | Privacy Policy

Contact us at support@cegworldwide.com | (888) 396-8639