BECOME THE PREEMINENT ADVISOR IN YOUR COMMUNITY

Join hundreds of your fellow financial advisors on April 27-29, and leave with your own step-by-step road map for earning $1 million or more every year by serving fewer, wealthier clients exceptionally well.
The results are in. It’s officially your turn.

You’ve just found the gateway to earning more than $1 million every year, paving the way for you to lead the life you’ve always dreamed of—an amazing life of significance. Not only that, but you will do it faster and with less effort than you ever thought possible.

It starts by attending our powerful virtual retreat, The Elite Wealth Manager Summit: Become the Preeminent Advisor in Your Community.

Here, you’ll get three dedicated days with the best in the industry to work on your practice, as opposed to simply in it. While three days may seem like a lot, carving out this time to enhance your business will reward you in spades—starting on day one.

At the summit, we’ll show you how to race up the hierarchy of advisor success and become the preeminent advisor in your target community, netting over $1 million every year. You’ll leave with a plan tailored specifically to you, one you can execute in a no-nonsense way, along with all the tools to make it happen. Great things are in store for you and your clients.
Arrive with a DREAM. Leave with a PLAN. 
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April 27-29, 2022

WHY SHOULD YOU ATTEND?

Top advisors have an unfair advantage. They have systems in place that enable them to repeat highly-focused, deliberate actions that yield guaranteed results every time.

Keep in mind, they don’t work harder. In fact, they enjoy long vacations and plenty of quality time with their families. Yet their net incomes reach into the millions and their clients are some of the wealthiest and most loyal in the world.

We believe it’s time you had that same advantage. And the one—and only—place you can get it is at The Elite Wealth Manager Summit.
There are four distinct levels on which financial advisors operate. We call this the hierarchy of advisor success.

GET READY TO JOIN THE
RANKS OF THE ELITE

We’ve studied more than 40,000 advisors to analyze what sets the elite apart from the rest. Our findings—these best practices—are the very foundation of our real-world coaching program where thousands of advisors just like you have made the leap to elite. And it’s exactly what we’re bringing you at this exclusive summit.

Time and time again it’s been proven that the key to racing up the hierarchy of advisor success is to serve fewer, wealthier clients extremely well. To do so, you need to go beyond investment management. You need to become the go-to advisor in your community, the one the affluent gravitate to for all their key concerns.

But how?

The answer lies in the elite wealth manager framework—the key to building a simple, elegant wealth management business. And it’s the road map for reaching the top of the hierarchy of advisor success. At the summit, we’ll show you how to make it work for you.

THE ELITE WEALTH MANAGER FRAMEWORK

This proven framework encapsulates everything elite advisors do to win in business—and in life—every single day.

At the heart of the model lies a practice that is simple, elegant and indispensable to the right affluent clients. It’s used by advisors who serve wealthier clients, acquire more assets to manage, earn substantial net incomes and, above all, enjoy amazing lives of significance.

Expanding out from the center are the three levers you’ll learn how to pull to accelerate your own success even faster.
The first lever of success is clarity of intent. Elite wealth managers are deliberate, not reactive. They know that closing the gap between where they are today and where they want to be will happen not with wishful thinking but with smart and focused strategic action. 

The second lever is world-class client experience. Elite wealth managers know how to deliver an exceptional experience to their current and prospective clients that is grounded in a deep understanding of client values, needs and wants and is powered by their synergistic expertise and that of those in their professional network.
The third lever is a wealthy client pipeline. Elite wealth managers are confident in their ability to consistently source new business and to move as far upmarket as they wish.

THE NINE ELITE WEALTH MANAGER ACCELERATORS

At the edge of each lever lie three accelerators—areas of specific, proven actions that enable elite wealth managers to accelerate their success and consistently earn $1 million or more every year while serving their affluent clients very well. During the summit’s three highly focused days, you will discover how to employ each accelerator in your practice to propel your own success.
Clarity of
Intent
World-Class
Client Experience
Wealthy Client
Pipeline
Clarity of
Intent
World-Class
Client Experience
Wealthy Client
Pipeline
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
Destination Pathway
Gain clarity about where you are now and where you want to go over the next three years. You will set yourself up to succeed on purpose.
#2
Business Model
Wealth management is the winning model for nearly every financial advisor seeking to move to the elite level. Uncover the five key concerns of the affluent and how to address them profitably.
#3
Hero Identity
Identify the wealthy individuals and families to whom you want to be a hero—and then become the go-to advisor for these people.
#4
Unique Value Promise
Discover how to communicate your value and personal story in ways the motivate the right affluent prospective clients to engage you.

#5
Client-Centered Discovery
Learn the proven profiling process to truly understand your prospective clients—a process that will result in up to 80 percent of them engaging you.  
#6
Professional Network
Find out how to build and manage a cohesive team of financial and legal specialists that you can tap on behalf of your clients.
#7
Talented Expert
Most advisors are Hidden Talents. Discover how to be recognized as one of the best of the best—the go-to advisor in your community.

#8
Economic Glue
Discover the financial incentives that will motivate your centers of influence to introduce you to their best clients.
#9
Best-Client Partnerships
Find out how to develop a steady stream of introductions to prequalified, pre-endorsed affluent clients from your centers of influence.
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
Destination Pathway
Gain clarity about where you are now and where you want to go over the next three years. You will set yourself up to succeed on purpose.
#4
Unique Value Promise
Discover how to communicate your value and personal story in ways the motivate the right affluent prospective clients to engage you.

#7
Talented Expert
Most advisors are Hidden Talents. Discover how to be recognized as one of the best of the best—the go-to advisor in your community.

#2
Business Model
Wealth management is the winning model for nearly every financial advisor seeking to move to the elite level. Uncover the five key concerns of the affluent and how to address them profitably.
#5
Client-Centered Discovery
Learn the proven profiling process to truly understand your prospective clients—a process that will result in up to 80 percent of them engaging you.  
#8
Economic Glue
Discover the financial incentives that will motivate your centers of influence to introduce you to their best clients.
#3
Hero Identity
Identify the wealthy individuals and families to whom you want to be a hero—and then become the go-to advisor for these people.
#6
Professional Network
Find out how to build and manage a cohesive team of financial and legal specialists that you can tap on behalf of your clients.
#9
Best-Client Partnerships
Find out how to develop a steady stream of introductions to prequalified, pre-endorsed affluent clients from your centers of influence.

PUTTING IT ALL TOGETHER

So what does all this mean?

Until now, you’ve been spinning your wheels, working twice as hard as you need to, making only half the income you deserve. And it’s not your fault. You haven’t been privy to a better way. You haven’t been shown the secrets of the elite. At the summit, you will be.

WHAT IS
THE ELITE WEALTH MANAGER SUMMIT?

The Elite Wealth Manager Summit: Become the Preeminent Advisor in Your Community was created for you and advisors just like you. At this powerful virtual event, we’ll break down exactly what the elites do to build hugely successful practices. We’ll show you precisely how to become an elite wealth manager, the star quarterback of your wealthy clients’ financial entourage.

If ever an investment of three days were worth $1 million, this would be it.
 
You’ll have a team of top industry experts, best selling authors and nationally recognized speakers at your service to teach you one thing: how to become the preeminent advisor in your community and race to the top of the hierarchy of advisor success. The rewards? A net income of $1 million (or more), loyal and affluent clientele and a life of amazing significance—all of your own design.

Using the elite wealth manager framework as the foundation, we will concentrate on helping you build the hugely successful practice you envision in your dreams.

Here’s a preview of the everything you’ll get:
  • A plan completely customized to you and your practice. With our proprietary tool, you will measure the gaps between where you are now and where you want to be. By the end of the first day, you’ll have a road map tailored to you, with step-by-step instructions for closing those gaps fast.
  • ​Our exclusive 188-page book, The Elite Wealth Manager.
  • ​A companion workbook filled with tools—self-assessments, detailed guides, formulas and written scripts to use with clients and prospects alike; no need to reinvent the wheel.
  • ​Our powerhouse seven-category, 62-question blueprint for client discovery.
  • ​The methodologies of today’s most successful financial advisors. These proven strategies will give you a competitive advantage as you attract and win more affluent clients—as quickly and effortlessly as possible.
  • ​The secrets to standing out from the crowd. Lift yourself above the competition and become the preeminent advisor the affluent in your community seek out.
  • ​Specific techniques for connecting with clients that will not only win them for life, but also open new and profitable opportunities to serve them beyond investment management.
  • ​The critical skills you need to deliver a world-class client experience that will set you miles apart from other financial advisors and awe your clients.
  • ​The road-tested steps for building a pipeline of wealthy clients. Through strategic partnerships with CPAs and estate planning attorneys, you can receive introductions to five of their best clients—each and every year.
  • ​How to forge lasting and impactful relationships with other professional advisors to build a well-rounded, dynamic team for your clients’ every need.
  • ​Connect with your peers in a confidential, noncompetitive environment. Find your tribe, and share ideas with advisors like you who are just as committed to accelerating their success.
  • ​Be inspired. Hear from elite wealth managers who’ve implemented these strategies and live by them daily—and who, as a result, are experiencing success they had previously only imagined.

THE ELITE WEALTH MANAGER
SUMMIT PRESENTERS

John Bowen
Founder and CEO
CEG Worldwide
Allison Ballou
Elite Advisor Coach
CEG Worldwide
Lee Denmark
Elite Advisor Consultant
CEG Worldwide
Chris Smith
Founder
Campfire Effect
Joel Weldon
Professional Speakers Hall of Fame
Executive Speech Coach
Valerie Chaney
Director of Coaching
CEG Worldwide
Jonathan Powell
Senior Managing Principal
CEG Worldwide
Katie Soden
Director of Innovation
CEG Worldwide

THE SCHEDULE 

April 27-29, 2022

Schedule for Days One and Two
Pacific Time: 8:00 a.m. to 3:00 p.m.
Eastern Time: 11:00 a.m. to 6:00 p.m.

Schedule for Day Three
Pacific Time: 8:00 a.m. to 1:00 p.m.
Eastern Time: 11:00 a.m. to 4:00 p.m.

SIGNS THAT YOU ARE READY FOR
THE ELITE WEALTH MANAGER SUMMIT OPPORTUNITY  

  • You’ve had success, but you’re frustrated because you know you could be even more successful if you just had the right approaches and tools.
  • ​You’re highly motivated to take your practice to a much higher level.
  • ​You believe your current and future clients deserve exceptional service—and you have a burning desire to provide that world-class client experience.
  • ​You’re ready to move upmarket to serve wealthier clients.
  • ​You’re tired of working harder but not seeing greater results.
  • ​You’re out of ideas for bringing in new business and want to discover how elite advisors systematically attract wealthy clients.
  • ​You want more balance and a higher quality of life.
  • ​You want an amazing life of significance and freedom for you and your family.
Sound like you? Reserve your place now.

REGISTER FOR
THE ELITE WEALTH MANAGER SUMMIT NOW

The Elite Wealth Manager Summit will give you the knowledge and tools you need to elevate your business success, not only by helping your current and future clients with their money but also by making a real and meaningful difference in their lives.

The affluent are waiting for an advisor just like you. You’ll emerge from the summit as the preeminent advisor they’ve been looking for—as well as the hero of your own story as you build your amazing life of significance. Not to mention, a treasure trove of tools to make your dreams a reality.

Could the cost of admission be upward of $1,000? Easily. But our goal is different. We’re trying to help talented advisors like you race up the hierarchy of advisor success and give you something of tremendous value, not cost. Why? Because we know this works. It’s been proven over our 20 years and counting in the industry. We’re here for you—and we know you’re ready for this.
General admission
$197
Early-bird pricing through
April 25, 2022
All sessions
Session recordings

General admission
$297
Regular pricing after
April 25, 2022
All sessions
Session recordings
VIP admission
$397
All sessions
Session recordings
General admission
$197
Early-bird pricing through
April 25, 2022
General admission
$297
Regular pricing after
April 25, 2022
VIP admission
$397
All sessions
Session recordings

WHAT YOU GET AS A VIP

As a VIP, you’ll be entitled to recordings of all The Elite Wealth Manager Summit presentations. Share the summit with your partners and team members with full playbacks of the entire event. (Please allow up to 60 days to receive playbacks.)

ARE YOU READY? 

Are you ready to provide a world-class experience to your valued affluent clients? Are you ready to build a steady stream of wealthy prospective clients who will enable you to move upmarket? Are you ready to grow your AUM and increase your net income?

Most of all, are you ready to have the practice—and life—you’ve always wanted?

If so, you’re ready for The Elite Wealth Manager Summit: Become the Preeminent Advisor in Your Community.

THE PLATFORM

A virtual retreat like The Elite Wealth Manager Summit demands much more than an ordinary video conferencing platform—so we won’t be using Zoom. Instead, we’ve invested in a state-of-the-art platform made for high-level events such as this, complete with a concierge desk and much, much more. We know you’ll find it intuitive, engaging and even entertaining.

We guarantee it’s like nothing you’ve seen before—and as we move into an ever more virtual world, it’s something you won’t want to miss. As it’s web-based, all you’ll need is a computer, a webcam, a microphone and an internet connection.
See you soon, VIP. We look forward to having you with us.

P.S. Don’t forget, early-bird registration ends on April 25, 2022. Lock in our general admission price, or opt for the VIP ticket, which gives you access to much more.

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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