CEG Worldwide

Private
Industry Financial Services
Founded 2000 in San Martin, CA, United States
Founder John J. Bowen
Headquarters San Martin, CA
Services Financial advisor coaching, research and consulting
Website www.cegworldwide.com

CEG Worldwide LLC is a financial advisor coaching, research and consulting firm based in San Martin, CA.[1] In addition to its services, the company is noted in the financial services industry for its research and analysis reports.[2][3] CEG sponsors an annual industry conference, The Elite Advisor Virtual Conference.[4]

History

John Bowen, a former financial advisor and investment firm executive, launched CEG Worldwide in 2000.[5] Initially, the company worked with large investment companies and brokerages; as independent financial advisors began flourishing in 2000-2004, CEG broadened focus.[1] From the outset, Bowen and the company took the empirical research approach emerging in the investment community and applied it to the in the financial services industry. CEG started providing advisors with large-scale best practice surveys that plotted the move from a transactional or even financial planning business into full-scale wealth management.[6] CEG's research and analysis reports emerged as a key success factor for the company by 2002, and introduced new industry standards.[7][8] Coaching material was built from this knowledge base, allowing CEG to focus on every area of the advisor's business.[1]

Services

CEG programs coach financial advisors in wealth management, client relationship management and business development.[9] They include live workshops, one-on-one coaching, roundtable groups, and online learning with regular webinars.[10] The programs teach financial advisors in ways to grow their incomes while serving their clients better.[1] CEG also publishes its in-depth research papers and analysis reports, which are often cited as benchmarks in the industry.[11][12]

Elite Advisor Virtual Conference

CEG sponsors an annual conference that features keynote speakers and breakout sessions with the goal of boosting the success of financial advisors. It is the largest event of its kind in the financial services industry.[13]

Selected publications

References

  1. ↑ 1.0 1.1 1.2 1.3 Fadiman, Mark (October 1, 2007). "How CEG Worldwide helped wealth management evolve from buzzword to industry discipline.". Financial Advisor Magazine. Retrieved 23 December 2014.
  2. ↑ Knight, Victoria (August 15, 2006). "Financial Advisers Tap Tech for Personal Touch". Wall Street Journal. Retrieved 23 December 2014.
  3. ↑ Skinner, Liz (May 24, 2013). "Best source of referrals? Not clients Accountants, lawyers, et al., deliver more-promising prospects; nonprofits another opportunity". Investment News. Retrieved 5 January 2015.
  4. ↑ Staff writer (November 12, 2014). "CEG Worldwide's Elite Advisor Virtual Conference Set for November 13". Yahoo News. Retrieved 23 December 2014.
  5. ↑ Kador, John (2004). Charles Schwab : how one company beat Wall Street and ... John Wiley & Sons. ISBN 0471660582.
  6. ↑ Bowen, John et al. "Realizing the Opportunity: Your Roadmap to Incorporating Investment and Insurance Services Into Your CPA Practice ; an Original Industry Intelligence Report from CEG Worldwide". Journal of Accountancy. Volume 193: CEG Worldwide.
  7. ↑ BOJINOV, STOYAN (October 6, 2014). "Exploring the Rise of ETF Managed Portfolios". ETF Database. Retrieved 23 December 2014.
  8. ↑ Doerhoff, et al, Bert (2014). Six Steps to Small Business Success How to Start, Manage, and Sell Your Business. Maven House Pr. p. 272. ISBN 1938548213. Retrieved 24 December 2014.
  9. ↑ Cooper, Tim (October 28, 2014). "Adviser Profile: Patrick Murphy of Zen Wealth". New Model Advisor. Retrieved 7 January 2015.
  10. ↑ "Coaching Services". www.cegworldwide.com. CEG Worldwide. Retrieved 8 January 2015.
  11. ↑ Kitces, Michael (December 28, 2012). "Weekend Reading for Financial Planners (Dec 29-30)". Retrieved 7 January 2015.
  12. ↑ Waller & Wax Advisors. "2nd Opinion Services". Retrieved 7 January 2015.
  13. ↑ Staff. "CEG Worldwide's Elite Advisor Virtual Conference Set for November 13 Hundreds of Financial Advisors Expected to Attend the Conference". The Business Journals. Retrieved 7 January 2015.

External references