WEBINAR
Everything You Need to Know to Attract and Serve Wealthy Clients in Today’s Volatile Market
Win by Delivering Advice Beyond Simply Investing
July 13, 2022 at 1:00 p.m. PT/4:00 p.m. ET
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The key to moving upmarket fast is to deliver advice that goes beyond simply investing. To be elite, you have to operate in the realm of true wealth management.

This is the playing field of today’s top advisors—and now it’s yours too.

In this webinar, you’ll discover wealth management encompasses not only investments but advanced planning and relationship management as well.
In total, there are five key concerns that weigh on the minds of wealthy individuals that stem from these areas. We’ll cover these concerns in detail and show you how you can use the wealth management model to expertly address all of them.
 
And here’s the best part: You don’t have to be THE expert in everything. No single advisor can be. You were meant to be something greater: a wealth manager.

Your job is to bring together a core network of at least three other professionals to address the complex financial needs of wealthy individuals. Together, you’ll be an unstoppable alliance that delivers a world-class client experience unlike any other.

And because you’ll play so well with these other professionals, each of them will in turn introduce you to their five best clients—every year. That means a steady stream of upward referrals for you.
Just for attending the webinar, you’ll also receive two amazing bonuses:
  • ​Two Advantage Strategy Blueprints (straight from our private coaching program): The Wealth Management Formula, a guide that breaks down the key components of the formula and how to implement it in your own practice, and Set Yourself Apart with Advanced Planning, another indispensable guide outlining the exact professionals you need to build your core network plus six common instances when you’ll need to consult other experts (by title). 
  • ​An exclusive invitation to attend our upcoming one-day virtual event LAUNCH: The Fast Track to Moving Upmarket as a VIP—without paying the VIP price. (This is a new program packed with tools and information you won’t find anywhere else, and we expect spots to fill up fast.)
Let us share our insights with you so you can escape the entrepreneurial fog most advisors find themselves in. Let us help you win big. The opportunities are great, and you deserve them all.

We look forward to welcoming you!
Your Host
JOHN BOWEN 
John is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For nearly 20 years, Bowen and his team have had the privilege of coaching elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients while building amazing lives of significance. Previously, he worked directly with affluent clients as a financial advisor for 26 years.
How do i register?
Because this webinar is extremely time-sensitive it will not be recorded, and so a playback recording will not be available. So, show up and prepare to accelerate your success even more!
WEBINAR
This online session will be conducted over Zoom, the premier webinar platform. Follow these instructions to ensure a trouble-free experience:
  • You will need a computer, tablet, or smartphone with a speaker or headphones.
  • ​Take a moment to test your ZOOM connection here before the session.
  • ​You may be instructed to download the Zoom application. Please complete this step, before the 1 p.m. PT/ 4 p.m. ET start time to ensure you don’t miss anything, as we will be starting in a timely fashion.
  • ​If you need to dial into the session with your phone, please be sure to join the ZOOM meeting room first and then have the system call you.
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