June 16, 2022 at 1:00 p.m. PT/4:00 p.m. ET
As good as you are at managing portfolios, it’s not the reason you became a financial advisor. You’re here because you want to make a real difference in the lives of your clients.
When you succeed at this, when you help them solve their problems and take care of their families, you become more than an advisor to them—you become their hero.
Serving every client you have in this way can sound daunting at first, especially if you already have too many. But the reality is, it’s only hard when you’re spread too thin serving the wrong type of client.
The secret is to be very selective in one affluent niche you really resonate with. This is how you earn an unfair competitive advantage in today’s saturated market. This is how you stand out.

Today, you’re taking the first steps to accomplish this. At CEG Worldwide, we believe the key to an amazing life of significance is to serve fewer, wealthier clients extremely well. We also believe you can do it faster and with less effort than you ever thought possible.

You need the right-fit affluent clients—the people you can attract and serve better than all the rest. By focusing on the unique needs of one target community, your life becomes easier and your work more joyful and fun—and incredibly more profitable.
Here’s what you’ll discover in this short webinar:

  • How to identify your right-fit affluent clients—the people you can serve and attract better than all the rest—using the same method elite advisors use
  • The eight characteristics that make up an ideal client—the very criteria to match you effortlessly with the type of clients you can add tremendous value to (and who will pay you very well for it)
  • ​The three key questions you need to answer to find your perfect niche—and how doing this will position you as the preeminent advisor in your target community
You’ll also receive not one but two incredible bonuses:

  • Who Is Your Ideal Client? This tool takes the guesswork out of defining what your ideal client looks like by breaking down the eight characteristics you need to look for.
  • Nail Your Perfect Niche. This systematic guide shows you how to identify the wealthiest communities you can have the greatest impact in.
Imagine the lives you’ll touch and futures you’ll impact. When you help your clients achieve their own amazing lives of significance, you create yours in tandem. And that’s the definition of a true hero.
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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