The $124 Trillion Wealth Transfer Is Underway.
Money Is Moving.
Is It Moving To You or
Away From You?
Clients today expect more than just investment advice. To deepen relationships and secure the next generation, you must evolve from managing their wealth to guiding them through their life's most pivotal moments.
Limited to 20 Advisors per Cohort.
Schedule a strategy call to confirm the ROI for your
practice and ensure this program will accelerate your success.
practice and ensure this program will accelerate your success.
The Silent Attrition is Over. The Great Attraction has Begun.
We are witnessing the largest movement of wealth in history.
$124 Trillion is currently transferring between generations.
$124 Trillion is currently transferring between generations.
But here is the reality: 80% of investors consider moving assets during major life transitions.
- The Defender’s Problem: Traditional advisors lose clients during transitions because they offer spreadsheets to people facing identity crises.
- The Attractor’s Opportunity: The advisor who can navigate the human side of the transition captures the assets in motion.
You don't need another portfolio strategy. You need a System of Attraction designed specifically for the moments when money is most likely to move.
70+ Proprietary Tools.
One Systematic Approach.
This is not a "soft skills" seminar.
It is a rigorous certification in Transitional Intelligence™.
You will gain access to a comprehensive library of 70+ diagnostic tools,
frameworks, and protocols designed to turn you into the indispensable
partner for every client crisis and opportunity.
It is a rigorous certification in Transitional Intelligence™.
You will gain access to a comprehensive library of 70+ diagnostic tools,
frameworks, and protocols designed to turn you into the indispensable
partner for every client crisis and opportunity.
What You Will Master:
You stop being a commodity. You become the only advisor capable of guiding the journey.
Real Results. Real Advisors.
Mastering transitions is the highest-ROI activity in wealth management.
1. Attract New Assets
When a prospect sells a business or inherits wealth, they typically interview multiple advisors. The advisor who leads with 'Asset Allocation' often struggles to stand out. In contrast, the advisor who uses the Modern Elder Wealth Hierarchy™ to diagnose the life transition positions themselves to win more than their fair share of these ideal HNW/UHNW clients.
2. Consolidate Held-Away Assets
By solving for "Life Alignment" and "Purpose," you earn the right to see the entire balance sheet. Our advisors routinely consolidate millions in held-away assets because they are solving problems the previous advisors ignored.
3. Pre-Capture the Next Generation
57% of Millennials fire their parents' advisor upon inheritance. Why? Because they feel ignored. Our frameworks include Legacy Activation tools that involve the heirs before the money moves, securing the relationship for decades.
You Cannot Guide a Journey
You Haven't Taken.
True Transitional Intelligence cannot be learned from a textbook. It must be experienced.
Phase 1: The 5-Day Immersion (Santa Fe, NM)
Join a select group of 20 peers at the world-renowned Modern Elder Academy campus.
- Disconnect from the noise of the markets.
- Experience the tools and frameworks personally.
- Transform your own perspective on wealth and leadership.
Phase 2: The 12-Week Implementation Sprint
Return to your office with the scripts, the slide decks, and the 70+ tools ready to deploy. We guide you week-by-week on how to integrate these systems into your practice to generate immediate business results.
Real Results. Real Advisors.
This Is Not an Interview. It Is a Strategy Session for Your Future.
We limit each cohort to 20 advisors to ensure every participant receives high-touch support to execute the 90-Day Implementation Plan.
This 30-minute call is designed for you to determine if this certification is the right accelerator for your practice.
This 30-minute call is designed for you to determine if this certification is the right accelerator for your practice.
In this focused strategy session, we will accomplish three things:
Quantify Your "Money in Motion" Exposure: Without looking at specific client data, we will review the high-level demographics of your book to estimate exactly how much AUM is currently in the "danger zone" of transfer—and the potential revenue at risk.
Map Your 90-Day Acceleration: We will walk you through the "Dual-Protocol" system. You will see how to approach CPAs and Attorneys not for referrals, but with a "Clarity Protocol" that generates immediate project work and deal flow.
Confirm Your ROI: We will run the math for your specific practice level to ensure that the Edward Jones scholarship and the projected asset capture create a "no-brainer" return on investment for you.
Real Results. Real Advisors.
Let’s Collaborate
Let’s Collaborate
About
Modern Elder Wealth Partners™ is a joint certification program of CEG Worldwide and Modern Elder Academy.
Address
Copyright © CEG Worldwide LLC, CEG Insights, Modern Elder Academy, and Modern Elder Wealth Partners. All Rights Reserved