CEG Worldwide helps financial advisors accelerate their success as they build simple, elegant wealth management businesses that are indispensable to the right affluent clients.

Guided by our programs, advisors build and enhance their practices in the three areas essential for moving to the highest levels of success:

• Clarity of intention. Advisors define their most important goals, implement the business model that will help them achieve those goals, and determine the types of clients they are most committed to serving extremely well.
• World-class client experience. By implementing proven wealth management and wealth planning processes grounded in a deep discovery process that wins client loyalty, advisors are able to provide a client experience that few competitors can emulate.
• Wealthy client pipeline. Advisors move from a hit-and-miss source of new clients to a steady, reliable stream of affluent prospective clients by building, with centers of influence, strategic partnerships that are anchored by economic motivation to build mutual success.

The result for advisors? Wealthier clients, significantly greater assets under management and, most important, the ability to lead a life of true significance that is supported by their practice.

• Experienced principals. CEG Worldwide’s senior principals bring to our work many decades of combined experience as leading financial advisors, corporate leaders and consultants to the ultra-wealthy. Through their experience, they have discovered firsthand the strategies essential to building significant business success, along with the coaching methods that help advisors apply those strategies effectively in their own practices.
• Empirical research. Our direct experience in the industry is reinforced by dozens of studies of thousands of affluent individuals and tens of thousands of financial advisors, conducted over more than two decades. This research has methodically revealed advisor best practices as well as important insights into the attitudes and approaches of the wealthy.
• Elite advisor coaches. Our coaches are experienced experts intensely dedicated to helping their advisor clients achieve their most important goals. Each one has coached hundreds of individuals and has a long track record of proven results in the financial services industry.
• Insightful consultants. Our consultants draw on their broad communication and problem-solving skills to guide financial advisors in making optimal decisions to maximize their potential.
• Accomplished team. Our deeply experienced and skilled team creates and supports our coaching programs through original content, innovative technology solutions and inspired design. And all of our efforts are backed up by the most able operations professionals anywhere.