THE HIERARCHY OF ADVISOR SUCCESS

Where are you now? And even more important, where do you want to go? 

There are many ways of looking at financial advisors who work with or are aiming to work with wealthy clients. Breaking out advisors into groups according to their level of success and how they work with their affluent clients can be very helpful for you to see where you are now and where you want to go. That is why, drawing from our decades of research with advisors, we created the hierarchy of advisor success.

Watch John Bowen, CEO of CEG Worldwide, explain the hierarchy of advisor success and what it means for you in the following video.
THE HIERARCHY OF ADVISOR SUCCESS
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