CEG: The Elite Wealth Manager

Welcome to

The Elite Wealth Manager 

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  • Welcome to Elite Wealth Manager

  • The Elite Wealth Manager Framework

  • Program Overview

  • Action Plans

Lever 1: Clarity Of Intention

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  • Strategy 1: Succeed on Purpose

  • Strategy 2: Implement Wealth Management

  • Strategy 3: Work with The Right Affluent Clients

Lever 2: World Class Client Experience

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  • Strategy 4 : Articulate Your Value Promise

  • Strategy 5: Nail The Wealthy Client Experience

  • Strategy 6: Build & Manage Your Professional Network

Lever 3: Wealthy Client Pipeline

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  • Become the Expert The Wealthy Want

  • Leverage Economic Glue

  • Form Profitable Strategic Partnerships

Accelerating Your Alliance

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  • Accelerating Your Alliance

  • The Right Partners

  • Your Optimal Financial World

  • Thriving In Challenging Times: A Virtual Workshop

  • Event Preparation & Workbook

EWM Resources & Bonuses

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  • Bonus: Replicate Your Ideal Clients

  • Best Year Ever Consultation Program

  • Mind Mapping Programs

  • White Board Tools

  • Outsourcing Resources

  • Barry Garapedian: Roundtable 10X Talk & Magic Square

  • Elite Wealth Planning

  • Nail Your Client Meetings