Transform Your Practice Nov
Join John Bowen, CEO and Founder of CEG Insights and CEG Worldwide, and Sean Walters, CEO of the Investment & Wealth Institute, for a transformative session designed to equip you with a comprehensive action plan to elevate your practice over the next 18 months.
Understand where you stand in the hierarchy of advisor success.
Discover the critical strategies from elite wealth managers to propel you up the hierarchy.
Gain deep insights into what high-net-worth clients expect and desire from their advisors.
Learn to distinguish your services from the competition's and gain a competitive edge.
Assess your practice's value, and explore strategies to maximize its worth over the next 18 months.
John and Sean will guide you through an in-depth assessment to generate a personalized 18-month action plan online. You'll also receive exclusive complimentary access to the CompetitiveEdge Accelerator dashboard and a customized assessment report.
By attending this session, you will walk away with a clear and actionable 18-month plan tailored to elevate your practice. You will understand your current position in the advisor success hierarchy, identify critical accelerators for growth, and gain insights into high-net-worth client needs. Additionally, you'll learn how to differentiate your services and optimize your practice to maximize its value. This session will empower you with the strategic insights and practical tools needed to achieve unparalleled success in wealth management, positioning you as a leader in the industry. Seize this opportunity to transform your practice, elevate client relationships, and gain a competitive advantage.
