IF YOU WANT TO EARN $1 MILLION OR MORE IN NET INCOME—FASTER AND WITH LESS EFFORT THAN YOU EVER THOUGHT POSSIBLE—THEN THRIVE IS FOR YOU.
Join hundreds of your fellow financial advisors on May 13, 2021, 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. 
Don't delay! Reserve your seat now.
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WHY YOU SHOULD 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 THRIVE, you will get these proven strategies and your own custom road map for implementing them.
There are four distinct levels on which financial advisors operate. We call this the hierarchy of advisor success.

BUILDING YOUR AMAZING LIFE
OF SIGNIFICANCE 

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.

But to do so, you need the right strategies. That’s why we created THRIVE 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.

SIGNS THAT YOU ARE READY FOR THE THRIVE 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 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.

WHAT ADVISORS ARE SAYING 

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

WHERE AND WHEN 

Thursday, May 13, 2021

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

THRIVE 2021 PRESENTERS

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

WHAT TO EXPECT

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.

THE THRIVE 2021 PLATFORM

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.

OUR ELITE COACHES

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
Director of Coaching
CEG Worldwide

REGISTER FOR THRIVE 2021 NOW

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. 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?

General admission
$97.00
Early bird pricing through May 3
All sessions
Session recordings
General admission
$197.00
Regular pricing after May 3
All sessions
Session recordings
VIP admission
$297.00
All sessions
Session recordings
General admission
$97.00
Early bird pricing
through May 3

General admission
$197.00
Regular pricing after
May 3

VIP admission
$297.00
All sessions
Session recordings

WHAT YOU GET AS A VIP

Access to all live THRIVE presentations and 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.)

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 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
THRIVE 2021
A LIVE VIRTUAL RETREAT POWERED BY
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