LIVE VIDEO CONFERENCE
EVERYONE WINS!
Enhance and Optimize Your Clients, Potential Clients and COI Relationships
October 29, 2020 at 1:00 p.m. PT/4:00 p.m. ET
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In today’s challenging environment, people feel an urgent need to connect and collaborate with one another in deeper ways. When you know how to have great conversations, you gain a unique opportunity to provide your clients, potential clients and centers of influence with exceptional service—and to grow your business rapidly at the same time.

Our live, interactive video conference will show you exactly how to have the kinds of conversations that can accelerate your success even more.

You will leave this video conference with the Everyone Wins! process—a proven, four-step methodology for building, enhancing and optimizing your relationships:
  • Identify what matters most to you and your practice.
  • Deeply understand the self-interests of your clients and prospective clients.
  • ​Concentrate on areas where your interests overlap so that you can add value in key areas where they do not.
  • ​Track your results so you can fine-tune your efforts and maximize your success. .
This proven methodology is based on the best practices of ultra-wealthy entrepreneurs and will help you align your interests with those of your clients and centers of influence. As you better understand their needs and concerns, you can recognize the best ways to serve them.

  • Serve your clients better and support their goals even more effectively.
  • Build a professional network that will generate introductions to these professionals’ best clients.
  • Strike a better work/life balance by working with fewer, but wealthier, clients.  
Social distancing has increased the need for deep, human connections and collaborating with others. By using this process of collaboration you can build an amazing life of significance while serving fewer—and wealthier—clients extremely well. And you can do it faster and with less effort than you ever thought possible.
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?
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!
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.
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