THE FAST TRACK TO MOVING UP MARKET
You’re driven and passionate about serving your clients well. But you’re not content spending decades burning yourself out only to stumble upon success “someday” or “eventually.” No, you’re ready now.
But if you’re like most advisors who find us, you might also be frustrated. You know if you just had the right resources and tools in hand, you’d be unstoppable.

Welcome—you’re in the right place.

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.
Join us for a single highly focused day on December 8, 2022. Though virtual, it will be the most hands-on event of its kind. It also won’t be on Zoom.
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December 8, 2022

WHAT IS LAUNCH?

That’s what LAUNCH: The Fast Track to Moving Upmarket is all about: giving you the exact resources and tools you need to rapidly ascend the hierarchy of advisor success by building a simple, elegant wealth management practice that’s indispensable to the right affluent clients.

Every hour has been carefully structured to propel you and your practice to the soaring heights of success as quickly as possible. You’ll effectively cut out years of experimenting and jump right to what works.

LAUNCH RECEIVABLES

1
Client-Centered Discovery
This approach enables professionals to develop a solid and meaningful understanding of your world now and going forward.

2
Coherent, Connected Communication
This is how your professionals effectively communicate ideas, concepts and possible solutions in ways that really make sense and resonate with you.

3
Deep, Intimate Relationships

This is the ability of your professionals to build ever-greater relationships with you over time.
4
Best-of-the-Best Contacts

You want your team to be composed of the most capable and talented experts in their fields.

5
Preferential Arrangements

Your professionals should provide you with most-favored status that enables you to receive rapid access to expertise at advantageous pricing.

6
State-of-the-Art Capabilities

Your professionals must be able to deliver appropriate solutions to match your requirements, from basic to bespoke, state-of-the-art strategies.


7
Address Failures

Your professionals should be able to effectively address any failures in your current financial world.

8
Identify Opportunities

This is the capacity to ensure that you are no longer missing any meaningful opportunities.

9
Continuous Improvement

This means the help of your professionals to ensure that these is constant improvement in your financial life and beyond.

#1
Have a custom road map in hand outlining the steps you—and you alone—need to take to net $1 million or more every year
#2
Discover how today’s elite advisors achieve distinction and win—and how you can do the same in a wealthy niche you’re passionate about
#3
Gain an entire day of coveted access to top experts—elite coaches, advisors and national speakers ready to help you attract the right-fit affluent clients straightaway
#4
Own an exclusive workbook containing scripts, checklists, templates, assessments and other proprietary tools you can use over and over
#5
Dive into the four key areas outside investment management that wealthy clients seek guidance in—and how you can become the go-to expert in these areas
#6
Have the chance to win amazing prizes (like an iPad)
#7
Experience laser coaching
#8
Execute deep discovery and mind mapping with both current and prospective clients
#9
View demos from elite advisor coaches on specific advisor-client scenarios
#10
Envision and begin to build your amazing life of significance
#11
Experience a safe, noncompetitive environment with like-minded peers
#12
Bonuses, networking and more...
1
Client-Centered Discovery
This approach enables professionals to develop a solid and meaningful understanding of your world now and going forward.

2
Coherent, Connected Communication
This is how your professionals effectively communicate ideas, concepts and possible solutions in ways that really make sense and resonate with you.

3
Deep, Intimate Relationships

This is the ability of your professionals to build ever-greater relationships with you over time.
4
Best-of-the-Best Contacts

You want your team to be composed of the most capable and talented experts in their fields.

5
Preferential Arrangements

Your professionals should provide you with most-favored status that enables you to receive rapid access to expertise at advantageous pricing.

6
State-of-the-Art Capabilities

Your professionals must be able to deliver appropriate solutions to match your requirements, from basic to bespoke, state-of-the-art strategies.


7
Address Failures

Your professionals should be able to effectively address any failures in your current financial world.

8
Identify Opportunities

This is the capacity to ensure that you are no longer missing any meaningful opportunities.

9
Continuous Improvement

This means the help of your professionals to ensure that these is constant improvement in your financial life and beyond.

In less than an eight-hour workday, you will:
#1
Have a custom road map in hand outlining the steps you—and you alone—need to take to net $1 million or more every year


#2
Discover how today’s elite advisors achieve distinction and win—and how you can do the same in a wealthy niche you’re passionate about

#3
Gain an entire day of coveted access to top experts—elite coaches, advisors and national speakers ready to help you attract the right-fit affluent clients straightaway
#4
Own an exclusive workbook containing scripts, checklists, templates, assessments and other proprietary tools you can use over and over

#5
Dive into the four key areas outside investment management that wealthy clients seek guidance in—and how you can become the go-to expert in these areas
#6
Have the chance to win amazing prizes (like an iPad)



#7
Experience laser coaching where we provide 1-1 coaching and explore your #1 challenge and #1 opportunity


#8
Execute deep discovery and mind mapping with both current and prospective clients



#9
View demos from elite advisor coaches on specific advisor-client scenarios



#10
Envision and begin to build your amazing life of significance


#11
Experience a safe, noncompetitive environment with like-minded peers

#12
Bonuses,
networking and more...


LAUNCH PRESENTERS

John Bowen
Founder and CEO
CEG Worldwide
Michael Yoder
Principal
Yoder Wealth Management
Allyson Lee
Elite Advisor Coach
CEG Worldwide
Chris Smith
Managing Principal
CEG Worldwide
Heather O'Donnell
Senior MIS and Project Manager
CEG Worldwide
Jess Lee
Elite Advisor Strategist
CEG Worldwide
Jonathan Powell
Elite Advisor Strategist
CEG Worldwide
Katie Soden
Director of Innovation
CEG Worldwide
Lee Denmark
Elite Advisor Consultant
CEG Worldwide
Paul Lofties
Elite Advisor Strategist
CEG Worldwide
Robin Black
Managing Principal of Strategic Partnerships
CEG Worldwide

THE SCHEDULE 

December 8, 2022

Schedule
Pacific Time: 8:00 a.m. to 3:00 p.m.
Eastern Time: 11:00 a.m. to 6:00 p.m.

REGISTER FOR LAUNCH NOW

LAUNCH will take place on a state-of the-art video conferencing platform made specifically for high-level events, complete with a concierge desk and more.
 
And at only $97 for general admission, this event overdelivers in value. However, if you choose VIP admission for $297, you’ll also receive recordings of all LAUNCH presentations to share with your partners and team (and never have to worry about taking notes).
Early-Bird General admission
$97
Early-bird pricing through
November 28, 2022
All sessions
Session recordings

General admission
$197
Regular pricing after
November 28, 2022
All sessions
Session recordings
VIP admission
$297
All sessions
Session recordings
General admission
$97
Early-bird pricing through
November 28, 2022
General admission
$197
Regular pricing after
November 28, 2022
VIP admission
$297
All session &
all recordings
All sessions
Session recordings

ARE YOU READY? 

Whether you’re just starting out or simply frustrated with where you are at the moment, look no further than LAUNCH. All you need are the proven tools and resources to get you where you want to go without wasting precious time.

The best part? It won’t be more work. It’ll just be the right work. Before you know it, you’ll be joining the ranks of the elite—no matter what level of the hierarchy you’re on right now.

Are you ready for radical success? Your amazing life of success and significance is much closer than you think. We look forward to helping you achieve everything that’s important to you.

Register below for LAUNCH: The Fast Track to Moving Upmarket on December 8, 2022.  

Invest a single day with us and watch everything change. The income, clients and life you’ve always dreamed of are just on the other side of LAUNCH.

WHAT ADVISORS ARE SAYING 

Hear from advisors who have taken part in our recent virtual summits.

A LIVE VIRTUAL SUMMIT POWERED BY
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