THRIVE is a powerful virtual retreat that brings together the top financial advisors—and those who aspire to the top—to focus on building hugely successful practices that attract and serve affluent clients well.
In one day, you will:
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.
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 day, you will know exactly how to close those gaps to get the results you want to now.
Find out the secrets for standing out from the crowd that will lift you above your competition and make you the go-to advisor in your community.
Get the specific techniques for connecting with clients that will not only win them for life, but will also open up new and profitable opportunities to serve them beyond simply investment management.
Get the road-tested steps for building demand for you and your expertise—right now. The leading advisors are taking these actions to bring in hundreds of millions in additional assets while building demand for even more business later.
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 getting extraordinary results.
Get scripts for implementing every strategy. No need to reinvent the wheel—you’ll find out precisely what to say and when to say it.
VIP members will have the opportunity for laser coaching—15 minutes of focused one-on-one time with an expert coach to brainstorm exactly how to leverage your biggest opportunity and/or surmount your biggest obstacle.
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.
That’s why we created THRIVE for you and advisors just like you to take advantage of the unprecedented opportunities presented by these truly unprecedented times.
WHAT ADVISORS ARE SAYING
UBS Financial Services
“I knew I was good at what I do, but now I can ARTICULATE it with a high degree of confidence.”
A.G. Asset Advisory, LLC
“I literally wake up every day loving what I do and loving the people I work with!”
Yoder Wealth Management
“Because we’re so much better at what we do now, we can be leaders to others around us. We want to be role models not just to our children but also to our clients—to help them really see what a life well lived looks like.”
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 harder, but about using the right strategies that rapidly deliver the results they want—all while building trusted, long-term relationships with the right-fit affluent clients.
When you attend THRIVE, you will get these proven strategies and your own custom road map for implementing them.
A virtual retreat like THRIVE 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 to be 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 mic and an internet connection.
THRIVE 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.
Because if not now—of all times—when? And if not you, then who?
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 that will enable you to move upmarket? Are you ready to grow your AUM and increase your net income?
Most important of all, are you going to have the advisory practice you’ve always wanted?