January 21, 2021 at 1:00 p.m. PT/4:00 p.m. ET
You need a consistent source of wealthy prospective clients to grow your business to the level you want. Our research shows that while most of a practice’s new clients come from client referrals, the best new clients come from centers of influence in an advisor’s professional network. When you build a pipeline of these highly qualified referrals, you will accelerate your success faster than you ever thought possible by serving fewer, wealthier clients exceptionally well.

Our live video conference will show you how today’s top advisors, who consistently earn net incomes of more than $1 million each year, generate a steady stream of pre-qualified, pre-endorsed affluent clients.

You will discover three proven strategies for building your own pipeline of high-quality prospective clients:
  • Become the expert the wealthy want by sharing outstanding thought leadership content that helps your current and prospective clients make better financial decisions.
  • Develop and share thought leadership content that your centers of influence use to improve their own profitability—and motivate them to provide qualified referrals to you.
  • ​Form profitable strategic partnerships with key centers of influence who provide personal introductions to their best clients.

When you take part in this video conference, you will receive a free digital copy of our book, The Wealthy Client Pipeline, which gives you a proven road map for building your own steady stream of qualified affluent prospective clients.

Today’s economic, political and social environment offers unprecedented opportunities for advisors to serve their clients and their communities. Serving fewer, wealthier, clients exceptionally well will allow you have the business you want while leaving you time to take care of the people you love and the causes you care about, so you can make a difference in the world. 
Join us to get started building your client pipeline and leading an amazing life of significance today.
Meet Your Hosts
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.
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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