BreakingThrough

BUILDING A SIMPLE AND ELEGANTWEALTH MANAGEMENT BUSINESS

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Your Partner in Accelerating Your Success Even MoreBreaking Through is CEG Worldwide’s intensive 12-month coaching program for top financial advisors.

If you are like the financial advisors who enroll in Breaking Through, you are already successful. But you know you could do more.

You want to grow your practice even faster and serve your clients even better. You want to achieve your full potential.

You have come to recognize that hard work alone will not get you where you want to go. You need a partner in your success.

Breaking Through is the partner you’ve been looking for.

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Helping Advisors Achieve Their Most Important GoalsWe have found that the leading financial advisors—and those aspiring to the elite level—have three important goals in common. Breaking Through will help you achieve your goals in these areas:

• Increasing your client impact. Breaking Through will help youfoster long-term client relationships, create a steady stream of introductions toadditional potential clients and effectively set you apart from competitors.

• Growing your assets and income. By implementing BreakingThrough strategies, you will be able to grow your assets under management,your personal net income and the value of your practice.

• Improving your quality of life. By building a simple, elegant wealthmanagement business, you can reduce your stress and workload, create ahealthier work-life balance and have more time for family and friends.And your increased income can enable you to providethe lifestyle you want for yourselfand your family.

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Multiple Levels of Coaching for Rapid ResultsIn Breaking Through, you don’t just learn what to do, you actually do it. And we are with you every step as you cross the bridge from knowing to doing.

Live sessionsOur three, two-day sessions bring you together with your coach, CEG Worldwide senior principals and your elite advisor peers. Through discussion, lecture and exercises, you master the best practices of today’s most successful advisors.

Professional coachingYour expert coach is with you throughout the program, helping you chart your unique road map, inspiring you to overcome obstacles and holding you accountable to achieve all that matters to you. You will meet with your coach monthly during one-hour, one-on-one phone calls.

Breaking Through OnlineThis robust web site provides a library of more than100 in-depth videos, step-by-step instructional content and dozens of downloadable tools. It will be your go-to resource throughout the program.

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Interactive webinarsThese hour-long, quarterly webinars reinforce what you learn during the live sessions while delving deeper into key actions that will drive early results.

Weekly emails Each email provides a concise compendium of tips to keeps your focused on the actions you should be taking in real time.

Peer coaching You will provide and receive coaching from your peers throughout the year to help track goals, overcome barriers and identify opportunities.

Access to CEG Worldwide principalsEach is a former top financial advisor or institutionexecutive who understands the nuances andcomplexities of running successful practices.Collectively, they have coached thousands oftop financial advisors.

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With all this support and guidance, it’s no wonder that financial advisors in the program consistently break through to new heights of financial success,

career satisfaction and quality of life.

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Three High-Level Phases 15 Proven Strategies

P H A S E O N E : F O U N D A T I O N

Strategy 1: Succeed on PurposeYou will set the stage for your entire Breaking Through experience by clearly defining your purpose, your vision and your focus.

Strategy 2: Know the AffluentWe will explore the most important aspects of today’s affluent market—and you will discover what the affluent really want from their advisors.

Strategy 3: Define Ideal Client ProfileTo attract exactly the right clients and then serve them extremely well, you must identify them with laser-like accuracy.

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Strategy 4: Select Your Market NicheYou will uncover all the opportu-nities in your ideal client’s market niche so that you are poised to focus your client attraction and service efforts on a single affluent niche.

Strategy 5: Implement Wealth ManagementThrough your wealth management process, you will attract, serve, delight and retain affluent clients—all while setting yourself clearly apart from your competition.

Strategy 6: Build Your Professional NetworkYour professional network will enable you not only to guarantee the satisfaction of your most valued clients, but to compete successfully with absolutely any other wealth manager.

Strategy 7: Segment Existing ClientsMoving to a substantially higher level of success with fewer clients requires you to have highly profitable clients—and only profitable clients.

Strategy 8: Launch to the Right ClientsBy taking two important steps to launch your new wealth management process to the right clients, you will begin to see a significant acceleration in your success.

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P H A S E T W O : B U S I N E S S D E V E L O P M E N T

Strategy 9: Focus on the Right ClientsYou will discover the dramatic impact that a single-minded focus on your optimal clients can have on your practice and take the one action that will most effectively free up your time to enable that focus.

Strategy 10: Articulate Your Value PromiseTo rise above the crowd, you must be able to communicate why you are the best-qualified financial advisor for your niche and why potential clients should choose you from all the rest.

Strategy 11: Drive Second OpinionsYou will discover how to offer a service that benefits your clients and makes them highly likely to introduce you to qualified prospective clients.

Strategy 12: Forge Powerful Strategic AlliancesSuccessful strategic alliances with other professional advisors create a steady stream of prequalified, pre-endorsed affluent prospective clients—along with substantial recurring revenue to your business.

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P H A S E T H R E E : M A S T E R Y

Strategy 13: Replicate Ideal ClientsReplicating your top clients is not only one of the easiest ways to build an ongoing stream of prequalified prospective clients, it is also one of the most enjoyable.

Strategy 14: Connect to Your Future ClientsThree distinct, powerful actions will effectively connect with even more qualified prospective clients.

Strategy 15: Expand Your ReachYou will further target your marketing efforts with the single goal of motivating qualified prospective clients to explore working with you.

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Real Advisors | Real Results

“I was given the tools and the vision to help me build the business I wanted to build. It easily paid for itself within the first year.

It’s allowed me more freedom to do the things I want to do.” —Gordon Bernhardt, Bernhardt Wealth Management

“The program is very structured and has a lot of proven business development strategies that can be easily

implemented into your practice. If you follow the program, success will come. There is tremendous value; it easily pays for itself.”

—Michael Zarich, King Investment Advisors, Inc.

“I can’t even imagine my business life prior to the program. As a direct result of the program I was able to put myself into a

position to land a nine-figure client. Up to that point,my largest clients were about a quarter of that size.”

—Rich Schuette, Avalan Wealth Management

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Real Advisors | Real Results

“CEG Worldwide is the best marketing and innovation leader inthe financial advisory world. They completely understand the dangers,

opportunities and issues facing wealth advisors today. Their cutting-edgeresearch, market analysis and simple step-by-step processes

make it possible for any wealth manager to achieve their goals todevelop and grow their business.”

—Gary Klaben, Coyle Financial Counsel

“This is the most intelligent way to build an advisorywealth management practice that I have ever seen.”

—John Calvert, Northwestern Mutual

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How Breaking Through Will Transform Your Practice

Entrepreneurial outlookOnce you begin to regard yourself as an entrepreneur, there is a fundamental shift in your actions and priorities. You will start to treat your practice as a business, taking the steps that will maximize its economic value.

Purpose You will gain a deep understanding of why you are in business and what you want to achieve. You will develop a clear vision of the practice you want to build and the clients you want to serve.

ConfidenceYou will quickly gain confidence as you see that Breaking Through is helping you provide outstanding value to your clients while building the practice of your dreams. You will find yourself moving boldly forward to set and achieve true breakthrough goals.

Focus You will take only deliberate actions to achieve success on purpose. Without distractions, you are free to focus on what works.

Approach By systematically implementing the program’s strategies, you will build a simple and elegant wealth management business. You will consistently provide a world-class client experience that results in highly satisfied clients who are happy to provide additional assets to manage along with introductions to qualified prospective clients.

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Real Advisors | Real Results

“I expect to double my income in the next 12 to 18 monthsexecuting everything we have begun.”

—Brandon Riley, Navigate Private Wealth

“Once you start to deliver the true wealth managementexperience and you see the look on your clients’ faces and how satisfied

they are, it’s really a great affirmation that this is the direction you want totake the firm. You can see the benefit instantly

as you start to implement the processes.”—Randy Miller, Advisory Services & Investments

“The discovery process is instrumental in getting new business.If I can get a prospective client into my office and get them through the

process, I have the choice to make them a client. They are ready to go. My win ratio has got to be three times better than it was before.”

—Bruce Raabe, Collins & Company

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Gateway to Roundtable: The Mastermind Group of Elite Financial AdvisorsRoundtable is designed specifically to further accelerate the success of Breaking Through graduates. Here’s what it delivers:

• Two high-powered live sessions every year that feature dynamic speakers from inside and outside the industry, in-depth workshops and breakouts, and extensive opportunities to network with other elite advisors that you will find nowhere else

• Ongoing monthly coaching to sustain your momentum and progress

• Quarterly interactive webinars to keep you abreast of the latest best practices of the most successful financial advisors

• Continued access to Breaking Through Online, plus access to Roundtable Online—our full-featured web site packed full of tools and resources just for Roundtable members

• Access to an array of bonus programs focused on specific business development strategies

Roundtable membership is open by invitation only to qualified graduates of Breaking Through.

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Our Next ClassesThese classes are now available for enrollment, which will allow you to begin working with your personal coach right away to receive immediate access to Breaking Through Online.

Class beginning July 2019Session dates:July 18-19, 2019November 7-8, 2019February 20-21, 2020

Hyatt Regency 1333 Old Bayshore Hwy Burlingame, CA 94010(888) 591-1234sanfrancisco.regency.hyatt.com

Your Next Step The best way to determine if Breaking Through is right for you—and how it may impact your business—is to schedule a Best Year Ever Consultation. This complimentary consultation will help you accelerate your success by identifying precisely what to do to attract and serve the right affluent clients extremely well.

Depending on your situation, we may or may not recommend Breaking Through to you. Either way, you will still get significant value from the process.

The consultation process consists of two calls with CEG Worldwide experts. The first will sharpen your vision for your future and the second will show you exactly how to achieve it.

PART ONE: TOTAL ADVISOR PROFILEDuring the first phone appointment, a CEG Worldwide elite advisor consultant will work with you to develop your Total Advisor Profile. This personal mind map will give you a comprehensive view of your business and your life, detailing in a single powerful page where you are now and exactly where you want to go.

PART TWO: RECOMMENDATIONSDuring our second phone appointment, one of CEG Worldwide’s senior principals will provide you with your personalized Best Year Ever road map—your guide to implementing the three most powerful strategies for generating the results you want with the least possible effort. Our recommendations are based on both our empirical research and our experience coaching hundreds of the top financial advisors from around the world.

QUALIFICATIONSThe Best Year Ever Consultation is not for everyone. To qualify, you must have a minimum net income of $200,000 and a deep motivation to capture your full potential.

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Real Advisors | Real Results

“Stop trying to reinvent the wheel. Pay the money and learnfrom the best. More importantly, implement from the best. This was by and far was

the best money I have spent on a coaching program.You don’t have the time to think strategize, test and refine

your own ideas. They have figured it out for us.”—Garrett German, 2020 Financial Advisers

“I was making seven figures before, and Breaking Through doubled it. And that was within two years.”

—Scott Kaup, Kaup’s Financial Advisors, Inc.

“I have a direction. I have more conviction in how I work withclients because I have a process that I believe will help them achieve what

they want. It’s given me more confidence and a sense of relief thatI have a process to follow to work better with clients.”

—Dennis Covington, Capital Directions Investment Advisors

CEG Worldwide, LLC • 1954 Hayes Lane, San Martin, CA 95046

www.cegworldwide.com • info@cegworldwide.com