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The Secrets of Today’s Top Financial Advisor
Rainmakers for Sourcing Wealthy Clients
John 
BOWEN
Russ Alan
PRINCE
Jonathan
POWELL
Hannah
SHAW GROVE
Pete
VARGAS
Bo
EASON
If you have ever wanted to use true rainmaker strategies 
to take your practice to exciting new levels, now is the time.
EVENT: The Elite Advisor Virtual Summit
DATE: July 19, 2018
PACIFIC TIME: 9:00 A.M. – 12:30 P.M.
EASTERN TIME: 12:00 P.M. – 3:30 P.M.
     Register for The Secrets of Today’s Top Rainmakers today
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    The one thing that sets the very successful financial advisors from all the rest is their ability to source wealthy clients. These are the rainmakers amongst us—the financial advisors who, as if by magic, bring in the most affluent clients and new assets to manage.

    But what they do is not magic at all. Rather, these rainmakers use a clear set of best practices that have been proven over and over again to be effective in setting advisors apart from their competitors and in capturing—and keeping—the attention of affluent prospective clients.

    You can now apply these same strategies in your own practice to set yourself on the road to rainmaking. Our next Elite Advisor Virtual Summit, The Secrets of Today’s Top Rainmakers, will show you how. 

    Exclusive CEG Elite Wealth
    Advisor Virtual Summit
    Your Panel of Expert Speakers
    John Bowen
    For more than 15 years, Bowen and his team have had the privilege to coach elite financial advisors on new ways to attract affluent clients and deliver groundbreaking wealth management solutions to them. Previously, he worked directly with wealthy clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. 
    Russ Alan Prince
    Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select professionals. He is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
    Hannah Shaw Grove
    Hannah Shaw Grove is one of the world’s leading experts on private wealth: what it is, where it comes from, who controls it, how it’s deployed, when it’s at risk and why it’s so important. Her career focus was influenced by her own family’s experiences with estate planning, business succession and legacy communication, which prompted her to seek new information and perspectives on the issues.
    Jonathan Powell
    Jonathan Powell is a senior managing principal at CEG Worldwide. Working with many of the nation’s top financial advisors, he inspires advisors to transform their professional and personal lives by implementing CEG Worldwide’s research-backed principles and, most importantly, to the results they want.
    Pete Vargas
    Pete Vargas is founder and CEO of Advance Your Reach and, along with his team, has booked over 25,000 stages worldwide. He has helped entrepreneurs land speaking engagements and leverage the stage to grow their businesses. With literally millions of stages in every niche, he has become the expert in how to identify which stages to go after, how to find them and how to win them. He believes that speaking is the most powerful marketing tool you have and the best way to build your business.
    Bo Eason
    Bo Eason is a Broadway playwright and performer, former NFL standout and master storyteller. He has performed his one-man play, “Runt of the Litter” in many cities throughout the country. He has gone on to become an in-demand speaker to the financial services industry and is dedicated to helping others tap the power of their personal story and become effective, persuasive communicators.
    John Bowen
    For more than 15 years, Bowen and his team have had the privilege to coach elite financial advisors on new ways to attract affluent clients and deliver groundbreaking wealth management solutions to them. Previously, he worked directly with wealthy clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. 
    Russ Alan Prince
    Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select professionals. He is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
    Hannah Shaw Grove
    Hannah Shaw Grove is one of the world’s leading experts on private wealth: what it is, where it comes from, who controls it, how it’s deployed, when it’s at risk and why it’s so important. Her career focus was influenced by her own family’s experiences with estate planning, business succession and legacy communication, which prompted her to seek new information and perspectives on the issues.
    Jonathan Powell
    Jonathan Powell is a senior managing principal at CEG Worldwide. Working with many of the nation’s top financial advisors, he inspires advisors to transform their professional and personal lives by implementing CEG Worldwide’s research-backed principles and, most importantly, to the results they want.
    Pete Vargas
    Pete Vargas is founder and CEO of Advance Your Reach and, along with his team, has booked over 25,000 stages worldwide. He has helped entrepreneurs land speaking engagements and leverage the stage to grow their businesses. With literally millions of stages in every niche, he has become the expert in how to identify which stages to go after, how to find them and how to win them. He believes that speaking is the most powerful marketing tool you have and the best way to build your business.
    Bo Eason
    Bo Eason is a Broadway playwright and performer, former NFL standout and master storyteller. He has performed his one-man play, “Runt of the Litter” in many cities throughout the country. He has gone on to become an in-demand speaker to the financial services industry and is dedicated to helping others tap the power of their personal story and become effective, persuasive communicators.
    Virtual summit program
    Join The Ranks of Today’s Top Rainmakers
    Presenters: John Bowen and Russ Alan Prince
    Rainmakers do what most other financial advisors do not. As a result, they build hugely successful practices serving affluent and ultra-affluent clients. John Bowen and Russ Alan Prince spell out the four strategies rainmakers today use to drive their significant success—and how you can apply them to join their ranks. 
    Executing Your Greatness Through Story
    Presenter: Bo Eason
    In mastering the expression of your personal story, you become more magnetic, influential and powerful as a leader. Bo Eason will discuss the connection between story and achieving greatness as a rainmaker and business leader. Our financial advisor coaching clients have called their personal stories their “secret weapons” for attracting new affluent clients.
    Making Rain Through Strategic Partnerships with Accountants
    Presenter: Jonathan Powell
    Successful strategic partnerships with accountants are a win for all involved: you, your strategic partner and your mutual clients. Jonathan Powell walks you through the proven process for building profitable strategic partnerships with accountants that will generate a consistent stream of new wealthy clients.
    What the Affluent Really Want—and How to Provide It
    Presenter: Hannah Shaw Grove
    To attract the right affluent clients, you must be able to provide the services they are looking for. Investment management is no longer enough; to compete effectively, you must also help address advanced planning and lifestyle needs. Hannah Shaw Grove shares her insights on what the affluent are looking for from their advisors and how you can be the one who delivers what they want. 
    Stages on Demand: How to Reach Your Ideal Clients to Build Your Practice
    Presenter: Pete Vargas
    Imagine if, every month or every quarter, you were the center of attention of a select group of affluent prospective clients, each eager to hear what you have to say. You would find that speaking is one of the most powerful ways to grow your business. In this session, you will discover Pete Vargas’s step-by-step process to putting yourself in front of your ideal prospective clients. Even if you’ve never before spoken in public, you won’t want to miss this.
    Making Rain Through Strategic Partnerships with Attorneys
    Presenter: Russ Alan Prince
    Russ Alan Prince reveals the secret of sourcing new affluent clients through strategic partnerships with attorneys—a time-tested process that has been refined and perfected over decades to become one of the best sources of affluent clients and new revenues for leading advisors. 
    Bringing It All Together: Your Plan for the Next 100 Days
    Presenter: John Bowen
    Knowing what to do is one thing; executing it is another. John Bowen shows you how to put the strategies you have gained during the virtual summit into a concise and highly actionable road map for implementing. You will leave this session with a clear plan for the next 100 days for achieving the results you want and rainmaking your way to even higher success.
    Virtual summit Agenda
    9:00 AM PT
    12:00 PM ET
    John Bowen
    Join The Ranks of Today’s Top Rainmakers
    9:30 AM PT
    12:30 PM ET
    Bo Eason
    Executing Your Greatness Through Story
    10:00 AM PT
    1:00 PM ET
    Jonathan Powell
    Making Rain Through Strategic Partnerships with Accountants
    10:30 AM PT
    1:30 PM ET
    Hannah Shaw Grove
    What the Affluent Really Want—and How to Provide It
    11:00 AM PT
    2:00 PM ET
    Pete Vargas
    Stages on Demand: How to Reach Your Ideal Clients to Build Your Practice
    11:30 AM PT
    2:30 PM ET
    Russ Alan Prince
    Making Rain Through Strategic Partnerships with Attorneys
    12:00 PM PT
    3:00 PM ET
    John  Bowen
    Bringing It All Together: Your Plan for the Next 100 Days
    Here’s Your Chance to Make
    2018 Your Breakout Year!
    Register for this high-powered complimentary event right now!

    The summit starts in:
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    CEG Worldwide, LLC