Converting Prospective Clients into Raving Fans
June 29, 2022 at 1:00 p.m. PT/4:00 p.m. ET
To serve your current and prospective clients better than anyone else can, you have to know them better than anyone else does.

The discovery meeting is your golden opportunity to do so. Done right, it will yield an understanding of your clients on a deep and meaningful level few advisors ever reach. This knowledge will enable you to anticipate their needs and make a real difference in their lives.
Your practice will grow as a result. Your client retention will skyrocket. You’ll gain quality referrals and additional assets to manage. And you’ll have a world-class system in place that truly sets you apart as you build an amazing life of significance—for yourself and those you serve.

So how do you know you’re asking the right questions to achieve this synergistic effect? After all, people judge us by the quality of the questions we ask.

Elite advisors actually have a blueprint for the discovery process based on 62 pivotal questions in seven major categories. This webinar will pull back the curtain on what they do so you can eliminate the guesswork and start conducting winning discovery today.

You’ll also hear from Michael Yoder, an elite advisor who’s taken everything he’s learned through CEG Worldwide as a coaching client and used it to race to the top. He’ll share with you how he’s been able to convert 100 percent of the clients that come to him … since 2017!

You will learn:
  • The exact discovery process elite advisors use
  • How this process connects you and your clients—current or future—on an emotional level
  • ​The seven major categories, plus a generous sampling of questions from each
  • ​The power of mind-mapping and how to build a Total Client Profile

To help accelerate the growth of your practice even more, we’ll have two incredible bonuses for you:
  • Know Your Clients Better Than Every Other Financial Advisor, a downloadable tool straight from our private coaching program containing 21 sample questions from the seven categories.
  • 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.
Remember, clients take a huge leap of faith when they entrust an advisor with the wealth they’ve worked so hard to amass. When you show them upfront—through the discovery process—that you can serve them better than any other advisor ever could, you give them the courage and confidence to make that leap.

Register today—we look forward to having you!
Your Hosts
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.
Prior to co-founding Yoder Wealth Management, Michael’s career was devoted to training advisors in the creation and delivery of high-quality financial advice. He is the former Director of Advice for a large national firm and an active volunteer for the CFP® Board, including the development of the CFP® exam.
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!
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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