CEG WORLDWIDE AND IWI PRESENT

Aligning and
Assembling Your Wealth
Management Dream Team

A High-Impact 90-Minute Masterclass
for Advisors Who Refuse to Settle for “Good Enough”

Date: January 8, 2026
Time: 11:00 a.m. – 12:30 p.m. PT / 2:00 p.m. – 3:30 p.m. ET 

You’re Leading a
Team—But Are You Truly Free to Grow?

Some days, your practice feels energizing. Other days… it feels like you’re carrying the entire business on your back.

If you're honest, you may recognize the signs:

  • You’ve hired smart people—yet you still end up doing too much yourself.
  • ​Your team works hard—but not always in the same direction.
  • ​Accountability is implied—not crystal clear.
  • ​You’re unsure whether your next hire will actually lighten your load… or multiply it.
  • ​You know you should be scaling… but instead you’re firefighting.

But here’s the truth:

None of this means your team is broken. It simply means you haven’t yet installed the structure, clarity and vision required to build a true Dream Team.

And that’s exactly what this masterclass is designed to help you do.

In 90 Minutes, You’ll Shift from Overwhelmed Leader to Strategic CEO.

Imagine walking into your office with:

This isn’t theory.

It’s a proven, advisor-specific framework used by top-performing firms.

And during this masterclass, you’ll build the foundations LIVE.

What You’ll
Walk Away With

1. Your Three-Year Vivid Vision: So your team knows exactly where you’re going—and believes in it.

2. Values That Actually Drive Behavior: Not posters. Not slogans. Operational clarity your team can use to make great decisions without you.

3. A Complete Accountability Map: No more dropped balls. No more “I thought someone else had it.” Just clear ownership across every function of your practice.

4. The Next Hire Navigator: Stop guessing. Start designing roles that create real leverage—not more chaos.

5. Your Team Development Blueprint: Know who is ready for more, who needs support, and how to grow the people who grow the firm.

Who This Is For

This isn’t for advisors who want incremental change.

This is for leaders who want:

  • A truly collaborative team
  • ​Scalable systems
  • ​Intelligent hiring strategies
  • ​A culture that people want to be part of
  • ​A business that supports an extraordinary life

If that’s you, you belong in this masterclass.

REGISTER NOW

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If You’ve Felt Stuck… It’s Not Your Fault

The industry teaches advisors to serve clients—not to build and lead teams.

But the future belongs to the advisors who do both.

Your technical skills got you here. Your leadership skills will take you to the next level.

This masterclass accelerates that transformation.


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CEG Worldwide is the #1 Coach for Top Financial Advisors.

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