Thrive 2020 has concluded.
If you would like to be placed on a wait list for future conferences, please complete the form. 
Be the top FINANCIAL ADVISOR you are meant to be!


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.


Jamie Hilton
UBS Financial Services 

“I knew I was good at what I do, but now I can ARTICULATE it with a high degree of confidence.”
Anthony Glomsky
A.G. Asset Advisory, LLC 

“I literally wake up every day loving what I do and loving the people I work with!” 
Anat Yoder
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.


  • 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 want to learn from others who are systematically attracting wealthy clients now.
  • ​You want more balance in your life.
  • ​You want to build an amazing life of significance for yourself and your family.
Sound like you? Then you are ready to reserve your place now.


Chris Heerlein
Reap Financial Group, LLC 

“I have a renewed passion for the business and the impact we make on people’s lives.”
Eric Lawton
Impact Financial Wealth Management, LLC

“It was the FRAMEWORK, and knowing what’s most important to [our potential clients], and having a process on how to APPROACH them.”
David Shepherd 
Shepherd Wealth and Retirement

“I have time with my kids now. And my income is growing. It has led me to that life of significance.”
If you are serious about substantial
growth, reserve your seat at THRIVE 2020.


John Bowen
Founder and CEO
CEG Worldwide
Russ Alan Prince
R.A. Prince & Associates
Scott McKain
Professional Speakers Hall of Fame
Distinctive Presentations
Anat Yoder
Wealth Manager
Yoder Wealth Management
Dave Elder
Wealth Manager
Merit Financial Advisors
Timothy McNeely
Wealth Manager
The LifeStone Companies
Chris Heerlein
Wealth Manager
REAP Financial


Thursday, October 1, 2020

Pacific Time: 8:00 a.m. to 3:00 p.m.
Eastern Time: 11:00 a.m. to 6:00 p.m.


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.


Allison Ballou
Elite Advisor Coach
CEG Worldwide
Allyson Lee
Elite Advisor Coach
CEG Worldwide
Jon Powell
Managing Principal
CEG Worldwide
Karen Duncum
Elite Advisor Coach
CEG Worldwide
Lee Denmark
Elite Advisor Strategist
CEG Worldwide
Lois Pfeiffer
Elite Advisor Coach
CEG Worldwide
Sharla Hamil
Elite Advisor Coach
CEG Worldwide
Stephanie Zafarana
Elite Advisor Coach
CEG Worldwide
Tracey Lovejoy
Elite Advisor Coach
CEG Worldwide
Robin Black
Managing Principal
CEG Worldwide
Valerie Chaney
Elite Advisor Coach
CEG Worldwide


1. Recordings of all THRIVE presentations. Share THRIVE with your partners and team members with full playbacks of the entire event. (Please allow up to 60 days to receive playbacks.)

2. First 100 VIP registrants will receive laser coaching with a CEG Worldwide elite advisor coach.
Our professional coaches have decades of experience in the financial services industry coaching advisors just like you to accelerate their success. You will get 15 minutes of focused one-on-one time to leverage your biggest opportunity and/or address your biggest obstacle. We know you will be amazed at the insight you will get.


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?

If so, you are ready for THRIVE.
Unprecedented Times | Unprecedented Opportunities
© Copyright 2020 CEG Worldwide, LLC. All Rights Reserved. 
                 Privacy Policy | Customer Service (888) 396-8639 or