CEG Worldwide LLC

𝐓𝐡𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐅𝐨𝐫𝐦𝐮𝐥𝐚 𝐟𝐨𝐫 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐑𝐞𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐇𝐢𝐠𝐡 𝐍𝐞𝐭 𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 Discover the wealth management approach to success that sets top advisors apart. Plus, receive our latest "Play to Win" report as a bonus for attending! The webinar is on September 5, 2024 at 4:00 p.m. ET. Take advantage of this transformational experience that will redefine your approach to financial advisory and elevate your practice to new heights. Key Learning Points ✅ Discover the changing definitions of success across different generations of high-net-worth individuals and how you can adapt your advisory services to meet these evolving needs. ✅ Learn the importance of understanding your high-net-worth clients' unique goals and dreams and how this understanding can drive significant organic growth for your practice. ✅ Uncover the key to building solid relationships with your high-net-worth clients by gaining a comprehensive understanding of their aspirations, both financial and non-financial. Bonus for Attendees As a thank you for attending, you'll receive a copy of our latest "Play to Win" report. This research provides valuable insights into attracting and retaining high-net-worth clients by helping them live their best lives. It's a game-changer for financial advisors seeking to expand their high-net-worth client base. Presented by John Bowen, CEG Worldwide. We're on a mission to empower financial advisors to build an amazing life of significance. We believe in serving fewer, wealthier clients extremely well, and we're dedicated to helping you achieve this with greater speed and less effort than you ever thought possible. We're here to share these insights and strategies, guiding you to success. Register now https://lnkd.in/gm--eBMA

𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐒𝐞𝐫𝐯𝐢𝐧𝐠 𝐚𝐧 𝐎𝐯𝐞𝐫𝐥𝐨𝐨𝐤𝐞𝐝 𝐍𝐞𝐞𝐝 Lisa Kirchenbauer, founder and president of Omega Wealth Management in Arlington, Virginia, exemplifies entrepreneurial success by addressing a largely overlooked need in the wealth management sector: estate settlement. This niche, characterized by the management of financial affairs for the recently deceased, represents a significant gap in the market. Despite 92% of affluent investors expressing a desire for estate settlement advice, only 11% report receiving such guidance. Kirchenbauer seized this opportunity, positioning herself and her firm as leading solutions providers in this underserved area. To effectively serve this market, Kirchenbauer implemented several key strategies. She adopted a dual fee structure, combining an annual planning fee with a smaller assets-under-management fee. This approach allows Omega to immediately impact clients navigating estate settlement, ensuring profitability while building for future asset management. Recognizing the need to offer value beyond investment advice, Kirchenbauer expanded her services to include advanced planning, life planning, and navigating financial transitions, thereby addressing complex client needs and facilitating multigenerational legacy planning. A cornerstone of Kirchenbauer's approach is a comprehensive discovery process, developed through her training with advisor coaching and consulting firm CEG Worldwide. This process delves into clients' values, goals, relationships, assets, and more, fostering deep trust and enabling tailored, value-added services. Kirchenbauer's credentials as a Registered Life Planner® and Certified Financial Transitionist further equip her to support clients through emotional and personal transitions, enhancing her effectiveness in estate settlement scenarios. Additionally, Kirchenbauer focuses on cultivating high-value referrals through strong relationships with centers of influence (COIs), such as attorneys and accountants, who serve affluent clients. This strategy not only introduces Omega to prospects with significant assets but also supports a business model that serves fewer, yet more affluent, clients. Through these strategic approaches—deep client understanding, a comprehensive suite of wealth management services, a thoughtful fee structure, and leveraging COI relationships—Omega Wealth Management has achieved nearly 20% annual revenue growth in recent years. Kirchenbauer's modesty aside, her firm's success underscores the power of serving an overlooked need with expertise, innovation, and a client-centered focus.

𝐃𝐨𝐦𝐢𝐧𝐚𝐭𝐞 𝐘𝐨𝐮𝐫 𝐌𝐚𝐫𝐤𝐞𝐭: 𝐑𝐚𝐩𝐢𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐀𝐝𝐯𝐚𝐧𝐜𝐢𝐧𝐠 𝐟𝐫𝐨𝐦 𝐌𝐚𝐬𝐬 𝐀𝐟𝐟𝐥𝐮𝐞𝐧𝐭 𝐭𝐨 𝐔𝐥𝐭𝐫𝐚 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 Don't miss this transformative experience that could redefine your practice and propel you toward unparalleled success. Key Learning Points: ✅ Discover the key trends in wealth distribution and their implications for your practice. ✅ Learn proven strategies to attract and serve wealthier clients and how to position yourself to harness your full growth potential optimally. ✅ Understand the unique needs and expectations of ultra-high-net-worth clients and how to meet them effectively. Presented by John Bowen, CEG Worldwide. We're dedicated to uncovering the secrets of top advisors and sharing these strategies with you to help you accelerate your success even more. https://lnkd.in/gparCMrA #financialadvisors #wealthmanagers #dominateyourmarket #massaffluent

Seeking Top Sales Professional: Elite Opportunity in the Financial Industry Are you a sales virtuoso ready to dominate in the world of high-net-worth finance? Join CEG Worldwide, the #1 coaching firm for top financial advisors, and become a key player in transforming financial advisory practices. The Role: Relationship Manager / Sales Professional Transform the practices of top financial advisors into streamlined wealth management powerhouses. You'll be the catalyst that makes our clients indispensable to the ultra-affluent. What You'll Do: - Identify business opportunities - Execute high impact "Game Plan" calls - Build and nurture relationships with industry leaders - Drive an efficient, cutting-edge sales process Why You'll Excel: - Proven track record in sales - Thrive in a fast-paced, virtual environment - Tech-savvy with quick adaptability - Exceptional communication skills Compensation: Unlimited earning potential with our commission structure The CEG Advantage: - Work with the crème de la crème of financial advisors - Be part of a high-growth company reshaping the industry - Enjoy the flexibility of remote Are you ready to elevate your career and make a lasting impact? Apply Today and Start Making an Impact: https://lnkd.in/geKWZMUC Join CEG Worldwide and help craft the future of wealth management. Your next big opportunity awaits! #FinancialSales #WealthManagement #EliteSalesOpportunity

We are hiring www.cegwin.com/rm-hiring

Today, I'm extending an invitation that's more than just an opportunity—it's a chance to be part of a groundbreaking study that's set to shake the foundations of the financial advisory industry. This isn't just another survey. It's a deep dive into top-tier financial advisors' strategies to scale their businesses, attract affluent clients and deliver service that's in a league of its own. By participating, you're not just sharing your insights; you're also stepping into the inner circle, gaining access to the key differentiators that set the industry's top performers apart. In recognition of your invaluable contribution, we're offering two exclusive benefits that are as unique as they are useful: •     An executive summary of the study findings, brimming with actionable insights you can implement immediately to maximize your success. •     Access to an on-demand webinar that will guide you on how to capitalize on these findings in your own practice. The survey will take just a few minutes, and your responses will be treated with the utmost confidentiality. So, if you're ready to catapult your practice and gain a competitive edge in the industry, click the link below to access the survey. Complete the survey here. https://lnkd.in/gYpMN7Hj? Thank you in advance for your participation. Your insights are the fuel that drives the engine of our industry's progress. To your continued success, John Bowen Founder and CEO CEG Worldwide, LLC CEG Insights, LLC

𝐓𝐡𝐞 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐄𝐝𝐠𝐞: 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐢𝐧𝐠 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐭𝐨 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐢𝐧 𝐭𝐡𝐞 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐌𝐚𝐫𝐤𝐞𝐭 𝐰𝐢𝐭𝐡 𝐀𝐥𝐥𝐢𝐬𝐨𝐧 𝐓𝐢𝐫𝐚𝐝𝐨 Mark your calendar for August 8 at 4:00 p.m. ET. This webinar promises to be a transformative journey, equipping you with the digital tools and strategies necessary to elevate your wealth management practice. Don't miss this chance to ascend to new professional heights. Transform Your Practice Uncover groundbreaking strategies to attract and retain high-net-worth clients in this exclusive webinar. Gain deep insights with our comprehensive 46-page research report, distilled from the experiences of over 1300 affluent investors. What You'll Discover ✅ Embrace Underutilized Tools: Only 13.7% of advisors use video content. Learn how to stand out. ✅ Digital Influence Mastery: Understand how a digital presence influences 20% of investors to switch financial advisors. ✅ Generational Communication: Grasp why 95.3% of Baby Boomers prefer traditional channels and learn critical errors to avoid with 85% of this demographic. ✅ High-Value Asset Management: Discover essential tools for managing assets over $1 million. ✅ Millennial Engagement through AI: Tap into the 42.9% of Millennials actively seeking AI-savvy advisors. Join us and Lead the Digital Revolution in Wealth Management. https://lnkd.in/gim9gYVf #wealthmanagement #financialadvisors #digitaledge #highnetworth #CEGWorldwide

Become a Wealth Magnet—Attract High-Net-Worth Clients to Your Practice. Join our exclusive webinar and discover the secret strategies that set top advisors apart. Take advantage of this transformational experience, which will catapult your practice to new heights. Key Learning Points: ✅ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✅ Learn the key to understanding what's essential to high-net-worth clients and their families. ✅ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you. Exclusive Bonus: We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our latest Play to Win report. This is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus. Register now https://lnkd.in/gc5kKdcj

𝐔𝐧𝐥𝐨𝐜𝐤 𝐭𝐡𝐞 𝐒𝐞𝐜𝐫𝐞𝐭𝐬 𝐭𝐨 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐧𝐠 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐄𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬. Join our exclusive webinar and elevate your wealth management practice to new heights. Are you ready to transform your approach and attract high-net-worth entrepreneurs? Our exclusive webinar, The Winning Edge: Attracting and Retaining High-Net-Worth Entrepreneurs, is designed to equip you with the insights and strategies needed to engage and grow your high-net-worth client base. Why Attend: ✅ Transformative Insights: Uncover the secrets of top advisors and how they attract high-net-worth clients. ✅ Proven Strategies: Learn how to effectively use video content, digital influence, and personalized communication to captivate affluent clients. ✅ Actionable Takeaways: Walk away with actionable strategies to implement immediately and see tangible results. https://lnkd.in/gy2kBUB4

𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐨𝐫 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 See how easy it is for you to use leading-edge digital tools and strategies to elevate your wealth management practice. Transform your practice and uncover groundbreaking strategies to attract and retain high-net-worth clients in this exclusive webinar. Gain deep insights with our comprehensive 46-page research report, distilled from the experiences of over 1300 affluent investors. What you'll discover: ✅ Embrace Under-utilized Tools: Only 13.7% of advisors use video content. Learn how to stand out. ✅ Digital Influence Mastery: Understand how a digital presence influences 20% of investors to switch financial advisors. ✅ Generational Communication: Grasp why 95.3% of Baby Boomers prefer traditional channels and learn critical errors to avoid with 85% of this demographic. ✅ High-Value Asset Management: Discover essential tools for managing assets over $1 million. ✅ Millennial Engagement through AI: Tap into the 42.9% of Millennials actively seeking AI-savvy advisors. Join us and lead the Digital Revolution in Wealth Management. The Digital Edge: Leveraging Technology to Outperform in the High-Net-Worth Market with John Bowen Thursday, June 27, 2024 at 1 PM Pacific/4 PM Eastern https://lnkd.in/gdgtyRsH