CULTIVATING THE AFFLUENT
SPECIAL PROGRAM AND PRICING FOR ROUNDTABLE MEMBERS ONLY
 Available for a limited time
In today's dynamic financial landscape, Cultivating the Affluent offers advisors a unique chance to upscale and serve wealthier clients. This period is ripe for providing expert financial advice to the affluent. Our elite six-month coaching program is specifically designed for professionals eager to elevate their practice and cater to a more affluent clientele.
Cultivating the Affluent is designed to sharpen your wealth management skills, aligning with the intricate needs of affluent clients. It promises a substantial boost in securing wealthy prospects, giving you a competitive advantage and increasing high-net-worth referrals. The program aims to elevate your practice to the upper tiers of the affluent market, establishing you as a leader in elite financial management.
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THE AFFLUENT: OPPORTUNITIES AND CHALLENGES
Advisors targeting the affluent market can expect significant gains in assets and income, along with benefits like economies of scale, brand enhancement, and fulfilling complex financial needs. However, this move also presents challenges like intense competition, the need for specialized knowledge, and elevated client expectations. Cultivating the Affluent equips advisors for these challenges, helping to fully leverage the opportunities in serving wealthy clients.

In Cultivating the Affluent, we are with you to meet these challenges and realize the full opportunities of working with the wealthy.
DESIGNED FOR SPEED
Certainly, you could move upmarket to serve the wealthy on your own. The question is this: How fast do you want to move upmarket to the practice you really want? For many advisors, it takes many years, even decades. But if you fully execute the strategies of Cultivating the Affluent, you can cover that distance in mere months. 

The program is a unique combination of practice management and technical training in group sessions, built by practicing advisors and refined by our knowledgeable experts and supported by your own professional coach. It will help you: 
  • Build a proven offering that will create tremendous client satisfaction and loyalty
  • ​Deliver the advice the wealthy are looking for today
  • ​Unlock qualified client referrals in a way that adds genuine value to clients and prospective clients
  • Optimize your marketing to ensure that you consistently attract the right-fit affluent clients you want
CULTIVATING THE AFFLUENT: THE MODULES
Cultivating the Affluent is carefully built around six modules, each one packed with proven strategies and practical tools for executing those strategies.

Module 1: Build an Irresistible Offering
You will begin by defining the practice of your dreams that enables you to live an amazing life of significance. In particular, you will discover why wealth management is the clear and proven path to achieving what is most important—to both you and your clients’ goals—and what the process entails.

Module 2: Master Deep Client Discovery
Your ability to conduct effective discovery will be the foundation of your wealth management business practice. Done well, deep discovery will enable you to convert prospective clients at a significantly higher rate and to uncover new opportunities to serve your existing clients. It will also create the trusted, long-term client relationships that lead to additional assets to manage and introductions to qualified prospective wealthy clients. 

Module 3: Nail the Wealthy Client Experience
When you have a clear process in place for identifying and addressing the full range of clients’ financial issues—while simultaneously building deep, trusted relationships—you will have a wealth management offering that few of your competitors can match. In this module, you will implement a scalable, systematic client experience that ensures extremely high client satisfaction and methodically drives qualified referrals.

Module 4: Implement a Second-Opinion Service
Rather than asking your clients for referrals, you will offer a valuable second-opinion service to the people your clients care about most. Your service will systematically and directly translate into introductions to people who are qualified for your wealth management offering.

Module 5: Build Your Professional Network
Elite advisors are experts in leveraging the talent of other professionals. Your formal professional network will be essential for providing the entire range of sophisticated solutions required to serve the wealthy, while also setting the stage for referrals from professionals within your network.

Module 6: Maximize Your Marketing
By this point, you will have built a world-class wealth management experience that will hold great appeal to wealthy prospective clients and will win their lasting loyalty once they become clients. In this final module, you will ensure that your ideal prospective clients know about your offering and are motivated to explore working with you. Your ultimate goal? To establish yourself as the go-to advisor for your chosen niche market. 
There is no experimentation or trial and error involved in Cultivating the Affluent—we have been coaching and refining these strategies for decades, and we know exactly what works right now. 
EXECUTION IS EVERYTHING
All the knowledge in the world about building an elite advisory practice will do you little good if you do not execute. That’s why Cultivating the Affluent focuses squarely on execution. Here’s what you’ll get:

The full wealth management playbook
The Cultivating the Affluent web portal gives you the complete blueprint of an elite wealth management practice, from processes and scripts all the way down to sample meeting agendas and deliverables. All you need to do is implement.

Professional coaching
Your expert coach will be critical to your success in Cultivating the Affluent. They will help you keep on track and help identify, address and resolve issues of all types. In one highly focused call every month, your coach will be there to help you learn from unexpected breakdowns, to overcome barriers, to tap unexpected resources and to leverage the program to its fullest extent.

Mastery sessions
Each month, we will conduct a 90-minute workshop that brings together your coach, CEG Worldwide subject matter experts and your fellow advisors in your class. Through lecture and discussion, you will master every strategy for attracting and serving the wealthy.

Implementation labs
In these highly interactive 90-iminute sessions each month, you will roll up your sleeves to practice and begin implementing each strategy. Through exercises, breakouts and focused coaching, you will gain the skills you need to execute flawlessly.

Focus calls with your relationship manager
One of your most valuable partners in success is your CEG Worldwide relationship manager. Through their work over many years with leading advisors, these expert consultants bring a perspective on building highly successful practices that can be found almost nowhere else. Your relationship manager will check in with you to ensure that you are fully satisfied with the program and your progress and to provide any recommendations or additional resources as needed.
OUR BIG WHY: YOUR AMAZING LIFE OF SIGNIFICANCE
At CEG Worldwide, 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.

That’s our big why. It’s who we are as a company. It’s what drives us every single day to help advisors build world-class wealth management businesses that serve their affluent clients exceptionally well. And it’s what motivated us to create Cultivating the Affluent for you and every other advisor who is committed to achieving the kind of success other advisors only dream of.
FREQUENTLY ASKED QUESTIONS
Q. How long is the program?
A. Cultivating the Affluent is a six-month program.

Q. How much does it cost?
A. The fee is $15,000, inclusive of all deliverables.

Q. How much coaching will I get?
A. You will meet with your coach monthly for one-hour, one-on-one calls for the duration of the program, for a total of six coaching calls. (If you sign up early, you will receive additional monthly coaching calls in advance of the start of your class.) You will also receive coaching during each of the mastery sessions and implementation labs.

Q. How much time commitment is required?
A. To take full advantage of the program, plan to devote one-half day each week to coaching, learning and implementation. As your client service becomes more efficient, you will likely be able to discontinue many of your current day-to-day activities, which will free up your time.

Q. How long can I access the content after the program ends?
A. You will receive full access to the content for one month following the conclusion of your class.

Q. How do I know if Cultivating the Affluent is right for me?
A. Whether you are a young advisor just starting out, a professional beginning a second career or an experienced advisor just plain frustrated in your practice because you know you’re capable of so much more, Cultivating the Affluent is for you.

WHAT’S NEXT AFTER CULTIVATING THE AFFLUENT? 
Graduates of Cultivating the Affluent often enroll in The Elite Wealth Manager, a ten-month coaching program that refines your client experience to perfection and then enables you to accelerate your success through proven business-development strategies, including thought leadership positioning and strategic partnerships.

From there, many advisors move on join to Roundtable, our mastermind group of elite wealth managers—a close community of top advisors all striving to take their practices to even higher levels. Rest assured that when you join the CEG Worldwide family, we will be there for you throughout your journey to higher success.
MARK YOUR CALENDAR
Don’t wait to begin achieving the success you want—enroll in Cultivating the Affluent today. And then mark your calendar for the live events in our next class: 

Mastery sessions
  • ​Mastery Session 1: May 14, 2024
  • ​Mastery Session 2: June 11, 2024
  • ​Mastery Session 3: July 9, 2024
  • ​Mastery Session 4: August 13, 2024
  • ​Mastery Session 5: September 10, 2024
  • ​Mastery Session 6: October 8, 2024

Implementation labs
  • Implementation Lab 1: May 28, 2024
  • ​Implementation Lab 2: June 25, 2024
  • ​Implementation Lab 3: July 23, 2024
  • ​Implementation Lab 4: August 27, 2024
  • ​Implementation Lab 5: September 24, 2024
  • ​Implementation Lab 6: October 22, 2024
Times for all mastery sessions and implementation labs:
Pacific: 11:00 a.m. - 12:30 p.m.
Eastern: 2:00 – 3:30 p.m.
DON’T MISS OUT
Don’t miss what could be the best investment in your business you could ever make. Register now and embark on your journey to attracting, serving and retaining your ideal affluent clients through wealth management excellence.
$1,000 DEPOSIT TO LOCK IN YOUR SPOT IN CULTIVATING THE AFFLUENT
THEN SIX MONTHLY PAYMENTS OF $1,500
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