Event Will Be Largest of Its Kind in the Financial Services Industry
SAN MARTIN, Calif., Nov. 1, 2013 /PRNewswire/ — CEG Worldwide and SourceMedia, publishers of Financial Planning, On Wall Streetand Bank Investment Consultant, will present the first-ever Elite Advisor Virtual Conference on Thursday, November 7, 2013 from 9:00 a.m.to 4:00 p.m. Pacific Time. Registration is free and available by visiting www.eliteadvisorconference.com.
The conference will focus on significantly increasing financial advisor success through proven, results-driven actions and tactics. "Our goal is to provide financial advisors with the strategies that will help them to substantially grow their net incomes by attracting more affluent clients and then by serving those clients extremely well," said John Bowen, CEO of CEG Worldwide.
Headlining the conference will be seven keynote speakers with deep expertise and success in client attraction, client communication and creating high-performing businesses:
- Dan Sullivan, founder and president of Strategic Coach
- Dr. Ned Hallowell, psychiatrist, New York Times bestselling author and a leading authority in the field of the psychology of money
- Bo Eason,master storyteller, retired NFL safety and Broadway actor and playwright
- David Bach,founder of FinishRich Media and author of 11 consecutive bestsellers
- Brendon Burchard,founder of Experts Academy and a New York Times bestselling author
- Peter Diamandis,chairman and CEO of XPRIZE, a New York Times bestselling author and co-founder of Singularity University
- John Bowen,founder and CEO of CEG Worldwide
In addition, the conference will feature numerous breakout sessions conducted by experts in topics important to financial advisors wishing to move up market:
- Current best practices and strategies of elite financial advisors
- The best use of video, social media, webinars and presentations to attract and retain affluent clients
- Actions for profitably transitioning to wealth management
- Strategic leadership and planning to build effective teams and create equity
For those unable to attend the November 7 conference, playback of all sessions will be available for purchase following the conference.
Contacts:
Ken Bakar
Senior Project Manager, CEG Worldwide
877-281-0559
Email
Edward M. Hanasik, Jr.
Group Marketing Director, SourceMedia
212-803-6572
Email
About CEG Worldwide
CEG Worldwide is a leading coaching organization for the financial services industry. It coaches financial advisors to achieve breakthrough results by substantially increasing assets under management, accelerating affluent client acquisition and growing net income–all while serving their clients extremely well. For more information, visit www.cegworldwide.com.
About SourceMedia
SourceMedia, an Investcorp company, is a business to business media and marketing solutions company serving the financial industry and the related fields of professional services and technology. SourceMedia offers its clients and subscribers professional information services, industry-standard research, data applications, in-depth seminars and conferences, and specialized marketing services.