One of the best opportunities business advisors have is the chance to work with other high-end professionals.
Most rich clients find their financial advisors through other professionals, such as lawyers, dentistsand business executives. If you want to get an affluent client's assets under management, you need to network and build relationships with these other professionals.
CEG Worldwide takes a unique approach to delivering advice and solutions to financial advisors, wealth managers and the institutions that service those financial advisors. Our proprietary empirical research, combined with the experiences of our highly successful staff, has shaped our thinking, practices and financial coaching program in rich and meaningful ways.
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|Assets Under Management Understanding Strategic Alliances with wealth managers page created by Reynaldo Rodenberger|