Financial Coaching Program

Strategic alliances between financial advisors and other professional advisors—such as CPAs and attorneys—are a win not just for the strategic partners, but for the clients they serve. In this episode of First Word, John Bowen, CEO of CEG Worldwide, shares research and insights into what makes strategic alliances successful and shares additional resources for building your own powerful strategic alliances.

CEG Worldwide takes a unique approach to delivering coaching and solutions to financial advisors, wealth managers and institutions that serve financial advisors. Combining our proprietary industry research with the experience of our highly successful principals, we provide programs that are highly effective in helping financial advisors to grow their incomes while serving their clients extremely well.

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The #1 Coach for Top Financial Advisors

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Financial Coaching Program

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