Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 pm PT. His topic is “Capturing Tomorrow’s Opportunity Today: Accelerate Your Success to Build an Amazing Life of Significance” and you won’t want to miss it, In John’s presentation at T3, you will discover how to structure your practice around nine key accelerators to position yourself as the go-to advisor for the wealthy clients you want to attract and serve. He will show you how you can build an amazing life of significance by serving fewer, wealthier clients extremely well—faster and with less effort than you ever thought possible.
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Where are you now? And even more important, where do you want to go?
In the extensive work that CEG Worldwide has done with top financial advisors who consistently earn annual net incomes of more than $1 million, we have found that they use a clear framework to build simple, elegant practices that are indispensable to the right affluent clients. We call it the elite wealth manager framework.
There are many ways of looking at financial advisors who work with or are aiming to work with wealthy clients. Breaking out advisors into groups according to their level of success and how they work with their affluent clients can be very helpful for you to see where you are now and where you want to go. That is why, drawing from our decades of research with advisors, we created the hierarchy of advisor success.
I’ve recorded a short video and posted a chart that explains the hierarchy of advisor success and what it means for you. Click here to continue learning about the hierarchy of advisor success.
Come to my session at the T3 Advisor Conference and we’ll deepen the discussion. See you there!