January 26, 2022 at 1:00 p.m. PT/4:00 p.m. ET
Do you ever wonder why some advisors seem to move effortlessly upmarket, while others stress and struggle to attract wealthier clients?

If you find yourself in the latter camp, don’t worry—you’ve found the place where all that changes.
Deep down, you know if you could get a qualified affluent client in front of you, the value you’d bring to the table would prove you’re the obvious choice and the rest would be history. But here’s the thing: Expertise isn’t everything.

The secret, believe it or not, is something glossed over far too often: a deep and meaningful connection between you and your clients. They have to know they can trust you before any talk of business even enters their mind.

It can be hard to get a foothold in the world of the affluent. The good news is, the recent explosion of wealth has many affluent individuals wondering if they’re missing out on key opportunities. More than 70 percent are even questioning whether or not they’ve outgrown their current advisors.

Now is your time to step up and deliver exactly what they’re looking for.
But first, you need to arm yourself with the secrets that shape their money mindset. Moving upmarket is easier than you think, but only when you know how to communicate solutions to the affluent in ways that resonate with and make sense to them.

Here’s what you’ll discover in this short webinar:

  • The three secrets that will enable you to attract and deeply connect with wealthy clients—and inspire them to engage with you
  • ​The exact framework elite wealth managers use to address the five key concerns of the affluent—and how this simple and elegant business model can accelerate your own success
  • ​How to differentiate yourself by providing a world-class client experience the wealthy didn’t know they were missing—and secure their loyalty for life
You’ll also receive an incredible bonus: our exclusive Guide to High-Net-Worth Personalities. To truly serve the wealthy, you must first understand not all are alike. Personality drives values, and values drive priorities with money. This guide lays out the nine high-net-worth personality types to help you unpack the psychology behind their biggest decisions—including whether or not to work with you. Use it to take the guesswork out of your approach so you can serve the affluent better than they ever dreamed.

Position yourself for the greatest upward mobility with tools and strategies straight from the elites. We’re here to help you move as far upmarket as you desire—no holds barred.

Your Host
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 video conference 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 video conferencing 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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