Elevate Your Practice and Unlock the Secrets of Success High-net-worth entrepreneurs are looking for advisors who stand out. Are you ready to become their go-to expert? Join John Bowen on December 19 for a transformational webinar, The Winning Edge: Attracting and Retaining High-Net-Worth Entrepreneurs. 🎯 Key Takeaways: - How to leverage digital influence and video to engage affluent clients. - Personalized communication strategies that deliver exceptional value. - Insights from top advisors who consistently grow their high-net-worth client base. Secure your seat today! https://lnkd.in/gPH6Eave #FinancialGrowth #WealthAdvisory #EliteAdvisors
CEG Worldwide LLC
Financial Services
San Martin, CA 1,632 followers
The #1 Coach For Top Financial Advisors
About us
CEG Worldwide takes a unique approach to delivering solutions for financial services advisors and the institutions that serve those advisors. Our proprietary empirical research, combined with the experiences of our highly successful principals, have shaped our thinking, practices and programs in rich and meaningful ways. This accumulation of experience and insights has lead us to create a set of coaching, research and consulting services that are simply unmatched in the industry. No other organization offers our unique combination of game-changing services that enable financial advisors to build the practices of their dreams and empower leaders of financial institutions to grow revenues, retain top advisors and attract new top advisors. That combination of services includes: * Coaching * Proprietary empirical research * A step-by-step approach * Personal planning and development * Access to CEG Worldwide principals
- Website
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http://www.cegworldwide.com
External link for CEG Worldwide LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Martin, CA
- Type
- Privately Held
- Specialties
- Coaching, Consulting, Proprietary Empirical Research, Personal Planning and Development, and Business Development
Locations
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Primary
1954 Hayes Lane
San Martin, CA 95046, US
Employees at CEG Worldwide LLC
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Jennifer Stanton
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Mark Johnson
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…
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Sharla Hamil
Director of Coaching, #1 Coach to Elite Advisors Building a Wealth Management Business
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Paul Lofties,
Elite Advisor Strategist at CEG Worldwide LLC
Updates
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Join John Bowen, a leading wealth management expert, for an exclusive webinar on December 19, 2024, at 4 PM ET. 🌟 What You'll Learn: ✅ Proven strategies to captivate affluent clients. ✅ The secrets top advisors use to engage high-net-worth entrepreneurs. ✅ Actionable steps you can implement immediately for tangible results. 🎁 Bonus: Receive the Play to Win report, packed with powerful insights to elevate your practice. 👉 Register Now https://lnkd.in/gPH6Eave #WealthManagement #FinancialAdvisors #HighNetWorth
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Elevate Your Practice and Unlock the Secrets of Success High-net-worth entrepreneurs are looking for advisors who stand out. Are you ready to become their go-to expert? Join John Bowen on December 19 for a transformational webinar, The Winning Edge: Attracting and Retaining High-Net-Worth Entrepreneurs. 🎯 Key Takeaways: - How to leverage digital influence and video to engage affluent clients. - Personalized communication strategies that deliver exceptional value. - Insights from top advisors who consistently grow their high-net-worth client base. Secure your seat today! https://lnkd.in/gPH6Eave #FinancialGrowth #WealthAdvisory #EliteAdvisors
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Your Competitive Edge Starts Here Are you ready to transform your approach to wealth management and attract high-net-worth entrepreneurs? On December 19, join John Bowen for an exclusive webinar, where you’ll: ✅ Learn strategies top advisors use to engage and retain affluent clients. ✅ Discover how to use digital influence to build stronger relationships. ✅ Get actionable insights to accelerate your practice’s growth. 🎁 All attendees will receive the Play to Win report, a game-changing resource for wealth advisors. 👉 Don’t wait—register now! https://lnkd.in/gPH6Eave #EliteAdvisors #WealthStrategy #ClientRetention
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Proven Strategies to Captivate High-Net-Worth Entrepreneurs Learn the secrets of top financial advisors who consistently attract and retain affluent clients. Join John Bowen for The Winning Edge: Attracting and Retaining High-Net-Worth Entrepreneurs on December 19 at 4 PM ET. 📈 Why You Should Attend: ✅ Gain transformative insights to elevate your wealth management practice. ✅ Learn how to use video content and personalized communication to build trust and engagement. ✅ Walk away with actionable strategies to see immediate results. 🎁 Plus, receive the exclusive Play to Win report for attending! 👉 Register Now https://lnkd.in/gPH6Eave #AdvisorSuccess #WealthManagement #HighNetWorthClients
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Elevate Your Practice and Unlock the Secrets of Success High-net-worth entrepreneurs are looking for advisors who stand out. Are you ready to become their go-to expert? Join John Bowen on December 19 for a transformational webinar, The Winning Edge: Attracting and Retaining High-Net-Worth Entrepreneurs. 🎯 Key Takeaways: - How to leverage digital influence and video to engage affluent clients. - Personalized communication strategies that deliver exceptional value. - Insights from top advisors who consistently grow their high-net-worth client base. Secure your seat today! https://lnkd.in/gPH6Eave #FinancialGrowth #WealthAdvisory #EliteAdvisors
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Discover The Winning Edge in Wealth Management Are you ready to attract and retain high-net-worth entrepreneurs? Join John Bowen, a leading wealth management expert, for an exclusive webinar on December 19, 2024, at 4 PM ET. 🌟 What You'll Learn: - Proven strategies to captivate affluent clients. - The secrets top advisors use to engage high-net-worth entrepreneurs. - Actionable steps you can implement immediately for tangible results. 🎁 Bonus: Receive the Play to Win report, packed with powerful insights to elevate your practice. 👉 Register Now https://lnkd.in/gPH6Eave #WealthManagement #FinancialAdvisors #HighNetWorth
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TODAY! What’s Your Practice Really Worth? Most financial advisors don’t realize the true value of their business—and many struggle to grow it effectively. At the High Net Worth Advisor Accelerator Summit, you’ll gain access to our AI-powered business valuation tool and discover exactly what your practice is worth today. But it doesn’t stop there. You’ll also learn the critical steps to optimize that value and attract the right clients—those with substantial assets who align with your vision. This two-day event is packed with actionable strategies and exclusive tools to accelerate your growth. If you're ready to build a high-value, sustainable business, this is the event for you. 👉 Register Here https://lnkd.in/gPFXsgmi #BusinessValuation #FinancialAdvisors #WealthAdvisory
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"Is Your Business Running You? Or Are You Running Your Business?" Many financial advisors struggle with being stuck in the grind—working endless hours, feeling overwhelmed, and missing out on life. John Bowen used to be in the same position. Despite being recognized as one of the top advisors in the industry, he realized he hated the life he had built. At the High Net Worth Advisor Accelerator Summit, John will share how he transformed his practice, focusing on systems that allowed him to cut back his hours, serve better clients, and achieve personal freedom. You’ll learn how to apply the same strategies and build a roadmap that aligns with your goals—both professionally and personally. Join us and start building a business you love! 👉 Secure Your Spot https://lnkd.in/gPFXsgmi #AdvisorSuccess #EntrepreneurialFreedom #WealthManagement
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Success Shouldn’t Come at the Cost of Your Happiness Too often, financial advisors work themselves to the brink of burnout, sacrificing family time and personal fulfillment for professional success. I experienced this firsthand—until he changed everything by building a business that worked for him. At the High Net Worth Advisor Accelerator Summit, you’ll learn how to develop systems that allow you to serve fewer, wealthier clients with greater impact. This is your chance to achieve professional success while creating a lifestyle you love. Don’t let another year pass without making a change. Register today. 👉 Secure Your Spot https://lnkd.in/gPFXsgmi #WorkLifeBalance #FinancialFreedom