IF YOU WANT TO EARN $1 MILLION OR MORE IN NET INCOME—FASTER AND WITH LESS EFFORT THAN YOU EVER THOUGHT POSSIBLE—THEN THE ELITE WEALTH MANAGER SUMMIT IS FOR YOU.
Join hundreds of your fellow financial advisors on August 25-27, and leave with your own step-by-step road map for earning $1 million or more every year by serving fewer, wealthier clients exceptionally well.
Arrive with a DREAM. Leave with a PLAN
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August 25-27, 2021

WHY SHOULD YOU ATTEND?

Have you ever wondered how some financial advisors can quickly jump
from $50 million in assets under management to hundreds of
millions—and then on up to a billion
or more? 

It’s because they understand the hierarchy of advisor success. They know that it’s not about working hard; instead, it’s about using the right strategies that rapidly deliver the results they want—all while building trusted, long-term relationships with the right affluent clients.

When you attend The Elite Wealth Manager Summit, you will get these proven strategies and your own custom road map for implementing them.

WHAT ADVISORS ARE SAYING 

Hear from advisors who have taken part in our recent virtual summits.

THE ELITE WEALTH MANAGER FRAMEWORK

Elite wealth managers are at the pinnacle of the hierarchy of advisor success. They are dedicated to building simple, elegant businesses that are indispensable to the right affluent clients. They serve wealthier clients, acquire more assets to manage, earn substantial net incomes and, above all, enjoy amazing lives of significance. You need to pull the three levers of the elite wealth manager framework to accelerate your success even faster. At the summit, we will show you how.
The first lever of success is clarity of intent. Elite wealth managers are deliberate, not reactive. They know that closing the gap between where they are today and where they want to be will happen not with wishful thinking but with smart and focused strategic action.

The second lever is world-class client experience. Elite wealth managers know how to deliver an exceptional experience to their current and prospective clients that is grounded in a deep understanding of client values, needs and wants and is powered by their synergistic expertise and that of those in their professional network.
The third lever is a wealthy client pipeline. Elite wealth managers are confident in their ability to consistently source new business and to move as far upmarket as they wish.

THE NINE ELITE WEALTH MANAGER ACCELERATORS

Within each lever are three accelerators—areas of specific, proven actions that enable elite wealth managers to accelerate their success and consistently earn $1 million or more every year while serving their affluent clients very well. During the summit’s three highly focused days, you will become familiar with each accelerator.
Clarity of
Intention

World-Class
Client Experience

Wealthy Client
Pipeline

Clarity of
Intention

World-Class
Client Experience

Wealthy Client
Pipeline

1
Client-Centered Discovery
This approach enables professionals to develop a solid and meaningful understanding of your world now and going forward.

2
Coherent, Connected Communication
This is how your professionals effectively communicate ideas, concepts and possible solutions in ways that really make sense and resonate with you.

3
Deep, Intimate Relationships

This is the ability of your professionals to build ever-greater relationships with you over time.
4
Best-of-the-Best Contacts

You want your team to be composed of the most capable and talented experts in their fields.

5
Preferential Arrangements

Your professionals should provide you with most-favored status that enables you to receive rapid access to expertise at advantageous pricing.

6
State-of-the-Art Capabilities

Your professionals must be able to deliver appropriate solutions to match your requirements, from basic to bespoke, state-of-the-art strategies.


7
Address Failures

Your professionals should be able to effectively address any failures in your current financial world.

8
Identify Opportunities

This is the capacity to ensure that you are no longer missing any meaningful opportunities.

9
Continuous Improvement

This means the help of your professionals to ensure that these is constant improvement in your financial life and beyond.

#1
Destination Pathway
Gain clarity about where you are now and where you want to go over the next three years. You will set yourself up to succeed on purpose.
#2
Business Model
Wealth management is the winning model for nearly every financial advisor seeking to move to the elite level. Uncover the five key concerns of the affluent and how to address them profitably.
#3
Hero Identity
Identify the wealthy individuals and families to whom you want to be a hero—and then become the go-to advisor for these people.
#4
Unique Value Promise
Discover how to communicate your value and personal story in ways the motivate the right affluent prospective clients to engage you.

#5
Client-Centered Discovery
Learn the proven profiling process to truly understand your prospective clients—a process that will result in up to 80 percent of them engaging you.  
#6
Professional Network
Find out how to build and manage a cohesive team of financial and legal specialists that you can tap on behalf of your clients.
#7
Talented Expert
Most advisors are Hidden Talents. Discover how to be recognized as one of the best of the best—the go-to advisor in your community.

#8
Economic Glue
Discover the financial incentives that will motivate your centers of influence to introduce you to their best clients.
#9
Best-Client Partnerships
Find out how to develop a steady stream of introductions to prequalified, pre-endorsed affluent clients from your centers of influence.
1
Client-Centered Discovery
This approach enables professionals to develop a solid and meaningful understanding of your world now and going forward.

2
Coherent, Connected Communication
This is how your professionals effectively communicate ideas, concepts and possible solutions in ways that really make sense and resonate with you.

3
Deep, Intimate Relationships

This is the ability of your professionals to build ever-greater relationships with you over time.
4
Best-of-the-Best Contacts

You want your team to be composed of the most capable and talented experts in their fields.

5
Preferential Arrangements

Your professionals should provide you with most-favored status that enables you to receive rapid access to expertise at advantageous pricing.

6
State-of-the-Art Capabilities

Your professionals must be able to deliver appropriate solutions to match your requirements, from basic to bespoke, state-of-the-art strategies.


7
Address Failures

Your professionals should be able to effectively address any failures in your current financial world.

8
Identify Opportunities

This is the capacity to ensure that you are no longer missing any meaningful opportunities.

9
Continuous Improvement

This means the help of your professionals to ensure that these is constant improvement in your financial life and beyond.

#1
Destination Pathway
Gain clarity about where you are now and where you want to go over the next three years. You will set yourself up to succeed on purpose.
#4
Unique Value Promise
Discover how to communicate your value and personal story in ways the motivate the right affluent prospective clients to engage you.

#7
Talented Expert
Most advisors are Hidden Talents. Discover how to be recognized as one of the best of the best—the go-to advisor in your community.

#2
Business Model
Wealth management is the winning model for nearly every financial advisor seeking to move to the elite level. Uncover the five key concerns of the affluent and how to address them profitably.
#5
Client-Centered Discovery
Learn the proven profiling process to truly understand your prospective clients—a process that will result in up to 80 percent of them engaging you.  
#8
Economic Glue
Discover the financial incentives that will motivate your centers of influence to introduce you to their best clients.
#3
Hero Identity
Identify the wealthy individuals and families to whom you want to be a hero—and then become the go-to advisor for these people.
#6
Professional Network
Find out how to build and manage a cohesive team of financial and legal specialists that you can tap on behalf of your clients.
#9
Best-Client Partnerships
Find out how to develop a steady stream of introductions to prequalified, pre-endorsed affluent clients from your centers of influence.

BUILDING YOUR
AMAZING LIFE OF SIGNIFICANCE

At CEG Worldwide, we believe that you can build an amazing life of significance by serving fewer, wealthier clients extremely well. We also believe you can do it faster and with less effort than you ever thought possible.

Unfortunately, we see way too many advisors earning less than half the net income they should and working twice as hard as they need to. That is a real shame.

That’s why we created The Elite Wealth Manager Summit for you and advisors just like you. Regardless of where you are right now, you can join the ranks of elite wealth managers—and live the life of significance you deserve.

WHAT IS
THE ELITE WEALTH MANAGER SUMMIT?

The Elite Wealth Manager Summit is a powerful virtual retreat that brings together the top financial advisors—and those who aspire to the top—to concentrate on building hugely successful practices:
  • Discover the methodologies of today’s most successful financial advisors. These are proven strategies that will give you an unfair competitive advantage as you attract and win more affluent clients—as quickly and effortlessly as possible.
  • Get guidance tailored to your business. With our proprietary tool, you will measure the gaps between where you are now and where you want to be—and by the end of the first day, you will know exactly how to close those gaps right away.
  • ​Find out the secrets to standing out from the crowd that will lift you above your competition and make you the advisor the affluent in your community want to work with.
  • Get the specific techniques for connecting with clients that will not only win them for life but also will open up new and profitable opportunities to serve them beyond simply investment management.
  • ​Identify the critical skills you need for implementing a world-class wealth management client experience—an experience that will set you clearly apart from all other financial advisors.
  • Get the road-tested steps for building a pipeline of wealthy clients. Through strategic partnerships with CPAs and estate planning attorneys, you can receive introductions to five of their best clients—each and every year.
  • ​Connect with your peers in a confidential, noncompetitive environment to hear what’s working for them during these unprecedented times. These are advisors just like you who are fully committed to accelerating their success even more.
  • ​Get scripts for implementing these methods strategically and immediately. No need to reinvent the wheel—you’ll find out precisely what to say.
  • Be inspired. Hear the lessons learned by wealth managers who have implemented these approaches and who, as a result, are experiencing success that they had only imagined.

THE ELITE WEALTH MANAGER
SUMMIT PRESENTERS

John Bowen
Founder and CEO
CEG Worldwide
Allison Ballou
Elite Advisor Coach
CEG Worldwide
Lee Denmark
Elite Advisor Consultant
CEG Worldwide
Scott McKain
Professional Speakers Hall of Fame
Distinctive Presentations
Nick Nanton
Emmy Award-Winning Director
Bestselling Author
Heather O'Donnell
Senior Project Manager
CEG Worldwide
Jonathan Powell
Senior Managing Principal
CEG Worldwide
Katie Soden
Director of Innovation
CEG Worldwide
Joel Weldon
Professional Speakers Hall of Fame
Executive Speech Coach

THE SCHEDULE 

August 25-27, 2021

Schedule for Days One and Two
Pacific Time: 8:00 a.m. to 3:00 p.m.
Eastern Time: 11:00 a.m. to 6:00 p.m.

Schedule for Day Three

Pacific Time: 8:00 a.m. to 1:00 p.m.
Eastern Time: 11:00 a.m. to 4:00 p.m.

SIGNS THAT YOU ARE READY FOR
THE ELITE WEALTH MANAGER SUMMIT OPPORTUNITY  

  • You have had success, but you are frustrated because you know you could be even more successful if you just had the right approaches and tools.
  • ​You are highly motivated to take your practice to a much higher level.
  • You believe your current and future clients deserve exceptional service—and you have a burning desire to provide that world-class client experience.
  • ​You are ready to move upmarket to serve wealthier clients.
  • You are tired of working harder but not seeing greater results.
  • ​You are out of ideas for bringing in new business and want to learn from others who are systematically attracting wealthy clients.
  • ​You want more balance in your life.
  • ​You want an amazing life of significance and freedom for you and your family.
Sound like you? Reserve your place now.

REGISTER FOR
THE ELITE WEALTH MANAGER SUMMIT NOW

The Elite Wealth Manager Summit will give you the knowledge and tools you need to elevate your business success, not only by helping your current and future clients with their money but also by making a real and meaningful difference in their lives. Your clients are depending on you like never before. Step up with the guidance and listening ear they need right now.
General admission
$197
Early-bird pricing through
August 2, 2021
All sessions
Session recordings

General admission
$297
Regular pricing after
August 2, 2021
All sessions
Session recordings
VIP admission
$397
All sessions
Session recordings
General admission
$197
Early-bird pricing through
August 2, 2021

General admission
$297
Regular pricing after
August 2, 2021

VIP admission
$397
All sessions
Session recordings

WHAT YOU GET AS A VIP

Recordings of all The Elite Wealth Manager Summit presentations. Share the Summit with your partners and team members with full playbacks of the entire event. (Please allow up to 60 days to receive playbacks.)

ARE YOU READY? 

Are you ready to provide a world-class experience to your valued affluent clients? Are you ready to build a steady stream of wealthy prospective clients who will enable you to move upmarket? Are you ready to grow your AUM and increase your net income?

Most important of all, are you ready to have the practice you’ve always wanted?

If so, you are ready for The Elite Wealth Manager Summit.

THE ELITE WEALTH MANAGER SUMMIT PLATFORM

A virtual retreat like The Elite Wealth Manager Summit demands much more than an ordinary video conferencing platform. That’s why we have invested in a state-of-the-art platform that you will find intuitive, engaging and even entertaining.

We guarantee that it’s like nothing you have seen before—and as we move into an ever-more virtual world, it’s something you won’t want to miss. And it’s web-based, so all you will need is a computer, a webcam, a microphone and an internet connection.
A LIVE VIRTUAL SUMMIT POWERED BY
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