Strategy Highlights

Week 42
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Your Next Steps

Congratulations! By now, you’ve completed The Elite Wealth Manager and are well on your way to having a simple and elegant wealth management practice that gives you an amazing life of significance.

In many ways, your journey is only beginning. That’s why we invite you to explore joining us as a member of Roundtable, CEG Worldwide’s mastermind group of elite wealth managers. Like you, every member of Roundtable is a graduate of The Elite Wealth Manager or of Breaking Through, our previous foundational coaching program. More important, like you, they are driven to move to even higher levels of success.

Through monthly coaching, live sessions, networking with your elite advisor peers, continued access to CEG Advantage and more, Roundtable delivers what you need to continue your upward trajectory.

As always, it comes down to a question of speed. You could continue moving to higher levels of success on your own, or you could do it much faster as a member of Roundtable. If you want to continue moving full speed ahead, schedule a call now with one or our consultants to discuss whether membership in Roundtable is right for you, your practice and your goals.

We wish you the best of continued success!