for financial advisor use only © ceg worldwide, llc€¦ · 2. power up linkedin high-performance...

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For Financial Advisor Use Only © CEG Worldwide, LLC For Financial Advisor Use Only

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For Financial Advisor Use Only © CEG Worldwide, LLC

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The Affluent Are Unsure Where to

Turn for Sound Advice

Four out of five

successful investors

are considering

switching their

financial advisors—

but don’t.

Source: The Wall Street Journal, Robert Frank interview with Russ Alan Prince, September 30, 2008.

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91.0% of the

affluent want

to work with

an expert.

Source: Russ Alan Prince and Karen Maru File, Cultivating the Affluent.

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1. A personal story of why they want to serve.

2. Ubiquitous to their audience through

multimedia.

3. A strong call to action.

Experts Have a Platform

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Analyzing the Platforms of the Gurus and the

Top 1,200 Elite Financial Advisors:

Fascinating and Shocking

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As it turns out, applying the knowledge

of these gurus and elite financial

advisors delivers

one new affluent client per month—

beginning within 90 days.

You can start tomorrow!

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Build Your Platform Attract the Right Clients to You

Attracting a steady stream

of the right affluent clients.

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Build Your Platform Attract the Right Clients to You

The

Opportunity

To fast-start a platform that generates a steady

stream of prequalified and pre-endorsed

private affluent clients.

The Time Is

Now

The rules of

distribution

have changed.

You now

control the

media.

Speak to one,

attract many.

Leverage your

expertise with

technology.

Ideal

Outcomes

1. Position

yourself as

the number

one expert in

your

community.

2. Build

credibility by

publishing

your expertise.

3. Deliver a

world-class

wealth

management

experience.

4. Generate

substantial net

income, build

equity and enjoy a

great quality of

life.

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1. Perfect Your Personal Story Define the Magic of You



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84% of affluent clients

want to connect first

with you emotionally

and then justify

engaging you logically.

Left Brain Alert!

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Your Personal Story

• Attracts the right

affluent clients to you.

• Immediately creates

trust.

• Establishes the

foundation of your

vision.

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2. Power Up LinkedIn High-Performance Social Media

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Your LinkedIn Profile

1. Upload a professional photo.

2. Create a compelling headline—not just your title or role.

3. Decide which personal information to include.

4. Hide skills and expertise endorsement.

5. Consider using LinkedIn apps, such as SlideShare and ReadingList

by Amazon.

6. List your current position and at least two past positions.

7. List your formal education.

8. Complete additional information, such as web sites and groups.

9. Complete “Contact me” for section.

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3. Drive Second Opinions Elegantly Simple Referral Generator

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3. Drive Second Opinions Elegantly Simple Referral Generator

Generating Successful Introductions

1. Deliver a great client experience that generates the

results your clients want.

2. Offer the second-opinion service to your clients from the

Mutual Commitment Meeting on through every Regular

Progress Meeting.

3. Follow through on all introductions.

4. Close the loop.

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4. Create Your Webinar & Live Presentations Your New Content



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4. Create Your Webinar & Live Presentations Your New Content

The Seven Keys to

Creating an Effective Presentation

1. Choose a topic.

2. Gather and review information on your topic.

3. Capture and begin to organize your thoughts.

4. Develop logical categories.

5. Create your slides.

6. Craft a catchy title.

7. Copyedit your slides.

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5. Inspire with Your Presentations Online and Live Events



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The Six Parts of a

Great Presentation

1. The welcome and promise

2. Your personal story

3. The body

4. The second-opinion offer

5. Question-and-answer period

6. The close

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6. Finish Your First E-Book In Days Instead of Weeks



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6. Finish Your First E-Book In Days Instead of Weeks

Five Steps to

Great E-Book Content

1. Transcribe your webinar.

2. Develop draft manuscript.

3. Create and place additional

elements.

4. Have your manuscript reviewed.

5. Finalize your manuscript.

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7. Launch Your First E-Book You Are the Expert



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7. Launch Your First E-Book You Are the Expert

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Assumptions:

• Invests $1,000,000

• Annual advisory fee: 1%

• Net annual growth: 5%

• Client for 13 years

• Discount rate: -15%

$69,352.93 per affluent client

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The Easy Way to Lose Clients to

the Gurus and Top Advisors?

Fail to build a platform!

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You Need a Proven Team to

Help You Build Your Platform

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What If You Had Access to

My Team for One Year to Help You Attract

One New Affluent Client Per Month?

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Eight Weekly Webinars ATA Online with Proven Templates

Peer Network

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In our enlightened

self-interest, we are

highly motivated to

provide you with

everything you need

to earn our $8,000.

• Investments -

$10,000

• Down payment -

$2,000

• Contingent on

results - $8,000

• Contingency fee

payable per

affluent client (max

payable 8) - $1,000

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1. What’s your “Big Why”?

2. Key building blocks behind the success of the top 1% of

financial advisors.

3. The #1 roadblock that’s keeping you from creating the

business—and life—you really want.

4. Your top three “must-do” tactics to dramatically

accelerate your success in the next 12 months.

5. Your personal step-by-step plan to take your wealth

management practice to the next level.

During your Best Year Ever Consultation,

you’ll also discover…

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45- to 60-minute

call with one of

CEG’s

Elite Advisor

Consultants

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45- to 60-minute

call with one of

CEG’s

Elite Advisor

Strategists

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Three Powerful

Recommendations to

Accelerate Your Success

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Here is what to do

now.

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Best Year Ever Consultation 10 Slots Available for this Webinar

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