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ROUNDTABLEThe Mastermind Group of Elite Financial Advisors
Next Session: May 6-8, 2015Sofitel San Francisco BayRegister Today: www.cegworldwide.com/rtregister
“It has the potential to double the value you add to your clients, double your income and double your time off.
Truly an amazing program.”—Mike Pazera, Roundtable member for three years
“If you ever consider working with a coach I recommend CEG. This group is led by one of us and will give you tools and resources
that will make your practice even better.”—John Bellingham, Roundtable member for three years
“Being in Roundtable keeps me connected to other world-class advisors and their ideas and incredible energy as well as cutting-edge research on the
affluent, thought leaders and practice management support from CEG.”—Keith Schaafsma, Roundtable member for three years
“If you’re ready to expand your thinking, and move beyond yourself and your comfort zone, consider Roundtable.”
—John Macukas, first year Roundtable member
“If you would like to enhance the client experience, your revenue and your process, then this is a must.”
—Frank Hennessey, first year Roundtable member
FEATURED SPEAKERS
You will receive complimentary copies of the most recent books authored by each of our featured speakers.2015
MAY
Daniel Burrus Flash Foresight: Seven Radical Principles That Will Transform Your Business
Daniel Burrus is considered one of the world’s leading futurists on global trends and innovation. Over the past 25 years, he has established a worldwide reputation for accurately predicting the future of technology-driven trends and their direct impact on the business world. He is a strategic advisor to many Fortune 500 executives and is the founder of six successful businesses. The New York Times has called him one of the top three business gurus in the highest demand as a speaker.
In his presentation, Burrus will provide the seven proven innovation triggers that will help you accelerate your growth by capitalizing on the opportunities that your competitors cannot yet even see.
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Jayson GaignardMastermind Dinners: Build Lifelong Relationships by Connecting Experts, Influencers and Linchpins
A veteran entrepreneur and master of the art of connecting people, Jayson Gaignard is the founder of a top-rated business podcast and runs one of the world’s most exclusive events for entrepreneurs. His invitation-only events bring together brilliant minds and quickly build deep, authentic relationships.
Gaignard will give Roundtable members a blueprint for creating and cultivating meaningful relationships with the people you want in your circle: centers of influence in your niche, current and potential strategic partners, and top current and prospective clients.
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Scott McKainCreate Distinction: What to Do When “Great” Isn’t Good Enough to Grow Your Business
Scott McKain is an internationally known authority who helps organizations create distinction in every phase of business. He is the founder of a consulting and training company that explores the role of ultimate client experiences in creating enhanced client retention and revenue and the author of three Amazon.com No. 1 business bestsellers—all teaching how to expand profits, increase sales and engage customers.
McKain will show you how to stand out from your competition to become the preferred advisor in your market. He will reveal the elements that pull you back to the pack—and the Four Cornerstones of Distinction it takes to attain remarkable success.
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Marc GoodmanFuture Crimes
Marc Goodman is a global strategist, author and consultant focused on the disruptive impact of advancing technologies on security, business and international affairs. He has built his expertise in next-generation security threats working with organizations such as Interpol, the United Nations, NATO and the U.S. government. In addition, he founded the Future Crimes Institute to inspire and educate others on the security and risk implications of newly emerging technologies.
Goodman will share the latest intelligence on criminal tradecraft in the world of financial crime, including a thought-provoking analysis of what industry must do to prevent mass disruption to business models moving forward—and how you can help your clients protect themselves.
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PROGRAM20
15MAY
11:00 a.m. – 6:00 p.m. Lunch and golf at CordeValle Golf Resort (Space is limited. You will have an opportunity to reserve your space when you register for the session.)
6:00 p.m. – 8:00 p.m. Welcome reception. You are welcome to bring your spouse or other guest.
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Wednesday May
6There’s more than golf
happening on the course. Don’t miss this rare chance
to spend some casual one-on-one time with your CEG Worldwide hosts and
Roundtable peers.
7:00 a.m. Full breakfast buffet begins.
8:00 a.m. If this is your first Roundtable session, please join us for a welcome breakfast in theVeranda Room beginning at 8:00 a.m.
9:00 a.m. Opening—John BowenBrilliant Execution—Jonathan PowellFlash Foresight: Seven Radical Principles That Will Transform Your Business—Daniel BurrusFeedback and Recommendations—Joel WeldonBuilding Your Action Plan—Bob Niederman NoonNetworking Lunch
1:30 p.mMastermind Dinners: Build Lifelong Relationships by Connecting Experts, Influencers and Linchpins—Jayson Gaignard10X Talks—$160,000+ IdeasHigh-Impact Group Presentations: The Art of Connection—Jonathan PowellCEG’s Latest Research: Networking for Real Results—Jeanne Hurlbert, Ph.D.Feedback and Recommendations—Joel WeldonBreakout Session IPodcasting: The Fast Track to Profitable Connections—John BowenExecuting for Results—John Bowen
5:00 p.m.Close
5:30 p.m.Reception
6:30 p.m.Dinner at the hotel with a special guest speaker. You are welcome tobring your spouse or other guest.
Thursday May
7
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If you do nothing else to accelerate your success
this year, attend this Roundtable session. Just
one idea implemented well will return 10 times
your investment.
7:00 a.m. Full breakfast buffet begins.
8:00 a.m.OpeningRapid Recall—Bob NiedermanCreate Distinction: What to Do When “Great” Isn’t Good Enough to Grow Your Business—Scott McKain10X Talks—$160,000+ IdeasBuilding a World-Class Team Culture—Paul BrunswickFeedback and Recommendations—Joel Weldon
NoonLunch
1:30 p.m.10X Talks—Results of VotingFuture Crimes—Marc GoodmanFeedback and Recommendations—Joel WeldonBreakout Session IIRealizing the Roundtable Opportunity—John Bowen
4:00 p.m.Close
Enjoy a drink at the hotel bar following the session close, compliments of CEG Worldwide.
Friday May
8
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We make each Roundtable session unique and worthwhile
by bringing together outstanding speakers, elegantly crafted content
and leading financial advisors. You will find nothing else like
it in our industry.
Industry Partners to Enhance Your SuccessWe are carefully selecting industry partners who are deeply knowledgeable about what you need to run an elite practice. These partners will offer expertise and tools tailored specifically to support your wealth management process and affluent client attraction efforts. You will simply not find this range of assistance anywhere else.
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• Golf outing On Wednesday, May 6, play a round of golf with fellow Roundtable members at CordeValle, a championship golf course located a short distance from our host hotel. You will have an opportunity to sign up for the golf event when you reg-ister for the session.
• Wednesday evening welcome reception Enjoy a cocktail and appetizers while renewing your Roundtable connections and making new ones. Your spouse or other guest is welcome to attend.
• Networking lunches Each day, we will facilitate focused net-working during our 90-minute lunches. We’ll even suggest who we think you should meet.
• Thursday evening reception and dinner event We will host a reception followed by dinner with a special guest speaker. Your spouse or other guest is welcome to attend.
• Close of session bar Debrief with fellow Roundtable mem-bers while enjoying a drink, compli-ments of CEG Worldwide.
• And for new Roundtable members
We want you to hit the ground running. Plan on attending our orientation breakfast on Thursday at 8:00 a.m. to find out exactly
what to do to get the most from your Roundtable investment.
Special Networking OpportunitiesAs a mastermind group, Roundtable is all about networking. In addition to the many informal opportunities for making contacts throughout each session, we have built specific opportunities for in-depth networking into this session:
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“Roundtable has elevated my game. Having the opportunity to mingle with some of the brightest and best financial advisors in the industry is exceptional. I find that everyone I spoke to was willing to
share their best ideas.”—Jay Fields, Roundtable member for two years
“There is always someone in that room who is amazingly successful at the tactic you want to work on
and who is happy to share with you how they did it and to help you
achieve success.”—Anat Yoder, Roundtable member for two years
Video Opportunities As a Roundtable member, you have the opportunity at each session to participate in one of two HD-quality video productions:
• Success in Wealth You will be the star of a TV-show format called
Success in Wealth. This is an interview-style show with a professional actor who will ask you a series of questions, each designed to help you demonstrate your expertise in serving clients in your market niche.
• Oblivion room The oblivion room studio is available for you to
record any kind of video message. Roundtable members have used it to offer their second-opinion service, tell their personal stories, set out the wealth management formula and much more.
Both studios are fully equipped with state-of-the-art recording equipment and staffed by video production professionals. You will be prepped by hair and makeup artists. We will also provide you with a preproduction guide prior to the session so that you are fully prepared.
You will have full rights to use your videos as you choose in your marketing efforts. If you were to arrange a similar video shoot on your own, it would cost approximately $3,000. As a Roundtable member, there is no fee for you to take advantage of these recording opportunities. However, time slots are reserved on a first-come, first-served basis, so secure your space when you register for the session.
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Get the AppThe Roundtable app is designed for the iPhone, the iPad and Android devices. Gain real-time session information including the agenda, location information, contact information and alerts, free from iTunes.
Hotel InformationOur host hotel is the Sofitel San Francisco Bay, located just 15 minutes from San Francisco International Airport.
Sofitel San Francisco Bay223 Twin Dolphin DriveRedwood City, CA 94065
We have negotiated a special rate of $219 per night for session attendees. To receive this rate, please contact our travel agent, Mary Ellen Gray, Altour International, at (800) 878-5847. This rate is available on a first-come, first-served basis. We recommend that you make your room reservations as soon as possible.
A complimentary airport shuttle is available. If you will be taking the shuttle, notify the hotel upon landing by calling (650) 598-9000. Taxi service to the hotel is approximately $45 plus gratuity.
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Why Roundtable?Our goal is simple: Every year you’re a member of Roundtable, we want you to gain a value of at least $160,000 in client impact, economic value and quality of life.
Available only to graduates of Breaking Through, CEG Worldwide’s flagship coaching program, Roundtable enables members to accelerate their success through a range of best-in-class services:
• One-on-one coaching with a professional coach well-versed in our industry These monthly calls help financial advisors remain focused on key activities to sustain their
momentum as they reach ever-higher goals.
• Interactive sessions with other top advisors Twice a year, we meet for two days of networking and insight, all geared to help you continue your upward trajectory—sessions just like the one described here. We record all presentations and make them permanently available in a video archive so that you can share them with your team members.
• Access to Roundtable Online and Breaking Through Online These comprehensive web sites contain hundreds of pages of content, hundreds of videos
and dozens of downloadable tools—all designed to help you move to and remain at the top of the industry.
• Webinars Our quarterly webinars provide an interactive platform for Roundtable members to share
successes, brainstorm challenges, delve deeper into key business-building strategies and receive updates on CEG’s latest best practices research.
But these services are just the beginning. We constantly strive to bring Roundtable members additional tools and resources to raise their game. Read on for an overview of what else you receive as a Roundtable member.
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Bonus ProgramsOur comprehensive training on specific strategies is available to both Roundtable members and their teams. The online component of each program is free; some programs also offer a live workshop for a minimal charge to Roundtable members. These are our most popular programs:
• Forge Powerful Strategic Alliances has one goal: to help you quickly establish at least one new strategic alliance that will generate at least one new highly qualified affluent client every quarter. With videos, tools, weekly webinars and a two-day workshop, this program provides you with everything you need to build effective strategic partnerships.
Program fee for non-Roundtable members: $5,000.
• Attract the Affluent sets out seven simple strategies for attracting your ideal clients and then helps you execute each strategy throughout the program. This robust program includes extensive videos, weekly webinars, numerous downloadable tools and a two-day workshop.
Program fee for non-Roundtable members: $5,000.
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• Creating Value Through Mergers and Acquisitions will help you put your most important goals on the fast track—whether you are a buyer or a seller. It’s for financial advisors who are ready to realize the value they have built in their businesses or who want to dramatically accelerate the growth of their businesses by acquiring other firms. Includes a two-day workshop.
Program fee for non-Roundtable members: $5,000.
• The Power of Presence brings together John Bowen and master storyteller Bo Eason to deliver the information you need to build a
powerful presence that will attract a high level of success to your practice. Program fee for non-Roundtable members:
$5,000.
• Capturing the Potential introduces the key concepts taught in Breaking Through and is frequently used by Roundtable members to teach their team members about these concepts. It contains videos, research, step-by-step directions and downloadable tools, all organized into a six-week program.
Program fee for non-Roundtable members: $2,000.
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When you use your professional headshot and video consistently across multiple platforms, both online and off line, you instantly achieve
a packaged and trustworthy appearance.
Bonus Marketing ToolsIn addition to the professionally produced videos described above, we have a portrait photographer standing by at one session each year to create professional headshots—free of charge. You can use these images for a variety of marketing purposes, including your web site, brochures and other collateral.
To help you convey your true value as a wealth manager to clients and prospective clients, we offer a complimentary customizable whiteboard video that describes the wealth management formula in a unique and enjoyable way. And because this tool has proven so popular with Roundtable members, we are planning more.
Bonus Client ServicesRoundtable members receive complimentary membership in Bluefish, the premier lifestyle, concierge and travel service for the affluent. (There is normally a $5,000 annual fee.) With this service, you can help your clients create hugely memorable life experiences.
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We also offer access to Intelligent Wealth Protection to up to 50 of your clients, free of charge. (The regular fee is $500 per registrant.) This program helps people respond effectively to the security threats we all face by bringing together videos and downloadable tools to help users create custom protection plans that meet their families’ specific needs.
“The meeting is energizing, with an elite group of other advisorssharing their knowledge and experiences.”
—Bill Schweitzer, Roundtable member for four years
“You will be exposed to some of the best and most creative ideas—period.”—JD Hoyt, Roundtable member for two years
“It’s one of the few places to be around some of the
best minds in the industry.”—Peter Maris, Roundtable member for two years
