What You Will Learn

There has never been a better time to build a financial-services practice. While this may seem counterintuitive, given recent bear-market conditions, it is in fact true. Research with the affluent shows that there have never been more individuals in the U.S. with in excess of 1 million in investable assets – approximately 2.7 million households. What’s more, three out of four affluent individuals are pre-disposed to switch primary financial advisors if the new advisor has a more compelling value proposition. Unless you understand the affluent’s key concerns, you will miss this unique opportunity to attract and retain the right affluent clients.

We’ll show you how to do this. But that is just the beginning.

Realizing The Opportunity is the single best one-day workshop to help successful financial advisors break through to even higher levels of success. In this workshop we’ll help you:

• Understand the needs of the affluent and what they want from you.
• Understand the best-practices of elite advisors, half of whom earn net incomes in excess of $881,000 annually. 
• Understand where you are today and how your practices compare to these elite advisors.
• Create a personal road-map detailing the strategies and tactics to get you where you want to go.

To bridge the gap between where you are now and where you want to be, we’ll help you define your:

1. Clarity of purpose – why are you in business?
2. Clarity of focus – which of the many opportunities provide you the best possible return?
3. Clarity of direction – what short, medium, and long-term action steps will help you achieve your goals?

Along the way you’ll have access to:

• The most comprehensive empirical research in the industry today on the needs of affluent individuals -– not just assumptions.
• Empirical research with more than 2,000 elite financial advisors and the businesses they’ve deployed to earn huge incomes while they delight their affluent clients.
• Real-world examples of financial advisors who have transitioned from good to great, transformed their practices into businesses, and doubled their incomes, all while increasing quality of life.
• Objective diagnostic tools that will help you assess how you do business today and what practices you should focus on to achieve your goals.
• A 50-page workshop manual that you can refer back to as you implement your plan.
• A copy of “Breaking Through,” a just released book by CEG Worldwide managing principals, that contains the most up-to-date research and analysis about building a wealth management business. CEG Worldwide is the recognized leader in coaching top financial advisors and consulting with the financial institutions that serve them.