How to Gain a Clear Advantage Over Your Financial Advisor Competitors
How to Gain a Clear Advantage Over Your Financial Advisor Competitors
In today’s world, where investments have largely become commoditized, it’s more important than ever as a financial advisor to set yourself apart to attract the right affluent clients and grow your assets under management.

You need an edge over your competition—something that will make you stand head and shoulders above other financial advisors and achieve the results you want.
    BECOME A CEG
    ADVANTAGE MEMBER
    Membership access is $397.00 per month
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    Here’s exactly what you’ll get
    with CEG Advantage each month…
    ■  THE CEG ADVANTAGE ACTION GUIDE
    This will be your road map for implementing everything you receive each month to get the results you want. It will focus on the vital few actions that will have the biggest impact on your practice and enable you to boost your income and assets under management right now.
    ■  THE ELITE WEALTH ADVISOR VIDEO CONFERENCE WITH JOHN BOWEN
    Join John each month in this interactive, hour-long video conference as he shares behind-the-scenes rundowns of the strategies attracting the most assets under management right now—and even more important, how to incorporate them into your practice.

    Get help with your marketing message … improve your client attraction process … form powerful strategic alliances with estate planning attorneys and CPAs … even get your web site reviewed!

    Anything you need to accelerate your success, you and John can do it together.
    ■  THE BSW Inner Circle Flash Report
    This timely article straight from the experts of the BSW Inner Circle can be customized for your use with your clients and prospective clients (subject to your own compliance procedures).
    ■  THE CEG ADVANTAGE STRATEGY BLUEPRINT
    This visual tool will break one key proven strategy for moving up market to serve wealthier clients into actionable steps that you and your team can take right away.
    ■  THE PRIVATE WEALTH VIDEO CONFERENCE WITH RUSS ALAN PRINCE
    In his monthly interactive video conference, Russ Alan Prince will focus on how to use proven family office strategies to attract and serve “sweet spot” affluent clients—those with investable assets between $500,000 and $10 million—even more profitably.

    You will also discover the cutting-edge techniques affluent clients use to mitigate their taxes, protect their wealth, transfer their assets effectively to the next generation and maximize their charitable giving.

    Russ will show you what’s working: How top advisors are using family office insights to attract the right clients, increase assets under management, create extra revenue and much more.
    ■  THE BSW INNER CIRCLE MONTHLY SPECIAL REPORT
    This exclusive monthly report is packed with practical information from successful family offices that are helping their affluent and ultra-affluent clients maximize and protect their wealth using today’s most innovative strategies.

    You will also enjoy access to the BSW Inner Circle online portal with videos and other special reports that will help you attract new “sweet spot” affluent clients and capture additional assets under management.

    The BSW Inner Circle will give you invaluable insider knowledge for serving your clients in a way no competitor can match.
    Private Internet Portal
    And to make everything even more useful for you, you also get access to a private Internet portal.

    Every month, you’ll  get videos of John personally going
    over the element of your monthly package.
    And get this…
    You can talk directly to John and Russ
    DURING THEIR CONFERENCES
    DURING THEIR CONFERENCES
    when you need extra help or
    answers to specific questions!
    Is CEG Advantage right for you?
    One of our Elite Advisor Consultants is standing by to
    discuss how CEG Advantage can help you achieve
    your most important goals for your practice.
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    IMPORTANT: By completing registration, you agree that your total amount for today is $397
    (applied to the monthly membership). You will then be charged $397 per month for membership access every 30 days.

     No-hassle cancellation policy.

    International members will get online access only.

    Questions? Email [email protected] or call (888) 396-8639.