ROUNDTABLE - CEG Worldwide€¦ · ROUNDTABLE The Mastermind Group of Elite Financial Advisors May 18-20, 2016 Hyatt Regency San Francisco Airport “If you want the opportunity to

ROUNDTABLEThe Mastermind Group of Elite Financial Advisors

May 18-20, 2016Hyatt Regency San Francisco Airport

“If you want the opportunity to be on the cutting edge of the wealth management business and achieve beyond your dreams, join Roundtable.”

—Charles Fischer, Roundtable member for two years

“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 four years

“If you are looking for ideas on how to get where you want with your practice and associate with the best of the best in

the country, consider Roundtable.”—Chris Young, first year Roundtable member

“CEG has thought of everything possible to make you a success in our field! You have to experience it to truly comprehend

how all-encompassing it is.”—Debbie MacIntosh, Roundtable member for two years

“If you’re ready to expand your thinking, and move beyond yourself and your comfort zone, consider Roundtable.”

—John Macukas, Roundtable member for two years

Lead and InspireThe current market volatility presents challenges that are

familiar to all financial advisors. At the same time, it offers substantial opportunities. Opportunities not just to lead clients through this volatility, but to

actually inspire them as they move forward toward achieving their most important goals and dreams.

Unfortunately, only a few select advisors will takeadvantage of these opportunities to lead and inspire their clients.

Those that do will discover just how well they can do whenthey do well by their clients.

We want you to be among those select few. This Roundtable session will motivate you, inform you

and energize you to be the best possible leader and inspiration toyour clients. Join us along with more than 220 of your elite advisor

peers as we accelerate our mutual success.

FEATURED SPEAKERS

You will receive complimentary copies of the most recent books authored by each of our featured speakers.2016

MAY

Cameron Herold Double Double: How to Double Your Revenue and Profit in Three Years or Less

Over the past 20 years, Cameron Herold has been the star of some of the biggest business success stories in North America. Having built three companies valued at more than $100 million, he is now a business coach and mentor to several companies, and a CEO coach to large corporations globally.

In his presentation, Herold will show you how to double your practice’s revenue and profits—in three years or less—through the simple, actionable steps of focused planning, focused building and focused leadership.

R O U N D T A B L E M A Y 2 0 1 6 F E A T U R E D S P E A K E R

Peter DiamandisThe New Frontiers in Human Longevity

Peter Diamandis is an engineer, physician and entrepreneur best known for being the founder and chairman of the X Prize Foundation, the co-founder and executive chairman of Singularity University and vice-chairman and co-founder of Human Longevity, Inc. He is also the co-author of the New York Times bestsellers Abundance: The Future Is Better Than You Think and BOLD: How to Go Big, Create Wealth, and Impact the World.

The most valuable asset of affluent clients is not their financial capital but their human capital. Financial advisors have an obligation to help them manage that capital well. Diamandis will share his insights into the opportunities and challenges arising from increases in human longevity.


Robert Cooper, Ph.D.Brain Performance Code

Robert Cooper is a neuroscientist, New York Times bestselling author and a leading high-performance business strategist. He serves as CEO of Cooper Neuroscience Lab and Cooper Strategic, a global consulting firm that draws on a peak performance database with more than one million leaders, professionals and teams. He has extensive experience working with elite performers and top leaders using neuroscience to get the most out of their brains, their time and their performance.

Cooper will discuss neuroplasticity and how you can re-wire your brain to break through previously unrecognized boundaries that hold you back in order to unlock your full capacity for accelerated growth.


PROGRAM

2016

MAY

Wednesday May

18

You won’t want to missa minute of these powerful

bonus sessions!

2:00 p.m.– 5:00 p.m. Bonus Session: Breaking Through Tactical Acceleration (optional) • Build Professional Networks—Paul Brunswick • Forge Powerful Strategic Alliances—Jonathan Powell • Build Your Credibility Through Articles, Ebooks and Private Events—John Bowen

6:00 p.m.–8:00 p.m. Welcome reception. You are welcome to bring your spouse or other guest.

R O U N D T A B L E M A Y 2 0 1 6 P R O G R A M

Thursday May

19If 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.

There will be a full breakfast buffet available beginning at 7:00 a.m. If this is your first Roundtable session, please join us for a special welcome breakfast beginning at 8:00 a.m.

Joel Weldon will provide feedback and recommendations following select presentations.

8:00 a.m. Opening—John Bowen Brilliant Execution—Jonathan Powell Double Double: How to Double Your Revenue and Profit in Three Years or Less—Cameron Herold The Invisible Horses: How to Make Your Next Presentation Amazing—Joel Weldon 10X Talks—$180,000+ Ideas The New Frontiers in Human Longevity—Peter Diamandis

Noon Networking Lunch

1:15 p.m. Power Talk— Jeanne Hurlbert, Ph.D. Breakout Session I 10X Talks—$180,000+ Ideas Resource Partner Presentation Power Talk—John Bowen Executing for Results—John Bowen

5:00 p.m. Close

5:30 p.m. Reception6:30 p.m. Dinner at the hotel with entertainment by Michael Toy, magician extraordinaire. You are welcome to bring your spouse or other guest.


Friday May

20We 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.

There will be a full breakfast buffet available beginning at 7:00 a.m

8:00 a.m. Opening Rapid Results—Bob Niederman Brain Performance Code—Robert Cooper Power Talk—Jonathan Powell Resource Partner Presentation Breakout Session II Power Talk—Paul Brunswick 10X Talks—Results of Voting Capturing the Roundtable Opportunity—Bob Niederman Session Close

12:30 p.m. Lunch

1:30 p.m.-3:30 p.m. Bonus Session: Focused Results Groups (optional)

• Becoming the Go-to Advisor in a Small Community—Jonathan Powell • Plan to Grow Fast—Paul Brunswick • Scaling Up to $1 Billion and Beyond—John Bowen and Jon Stone (This group is by invitation only.)

Please enjoy a drink at the hotel bar beginning at 3:30, compliments of CEG Worldwide.


Power Talksby CEG Worldwide Senior Principals

John BowenFounder and CEO

Paul BrunswickManaging Principal

Jonathan PowellManaging Principal

Jeanne Hurlbert, Ph.D.Director of Research

R O U N D T A B L E M A Y 2 0 1 6 F E A T U R E S

This session will feature four power talks by senior principals at CEG Worldwide. These presentations will focus on the most pressing issues advisors face today, along with the top solutions we are seeing for overcoming barriers to accelerated growth.

Bonus SessionBreaking Through Tactical AccelerationWednesday, May 18, 2:00–5:00 p.m.

These programs will accelerate your success by helping you fully execute on some of the most important Breaking Through strategies.

Build Professional Networkswith Paul BrunswickA sound professional network is essential for delivering advanced planning services. If you are not fully satisfied with your network—or if you still need to finish building your network—this program will show you how to provide the leadership that will result in a highly effective network.

Forge Powerful Strategic Allianceswith Jonathan PowellStrategic alliances offer tremendous business-building opportunities but can be challenging to establish. This program will help you identify optimal alliance candidates and then build productive relationships so that you, your strategic partners and your mutual clients reap the rewards.

Build Your Credibility Through Articles, Ebooks and Private Eventswith John Bowen

Credibility in your niche is essential for creating that steady stream of prequalified affluent prospective clients that every advisor wants. This program will delve deeply into specific actions that will boost your position as the authority in helping your clients achieve their most important goals.

R O U N D T A B L E M A Y 2 0 1 6 B O N U S S E S S I O N S

Bonus SessionFocused Results GroupsFriday, May 20, 1:30–3:30 p.m.

In this bonus session, you will join a group of advisors with whom you share common challenges and opportunities. The setting will be informal, highly interactive and tightly focused on achieving results.

Becoming the Go-to Advisor in a Small Communitywith Jonathan PowellIf you work in a relatively small community—with a population of 100,000 or less within a 25-mile radius—you face special challenges yet enjoy significant advantages. Discover how to take advantage of the opportunities inherent in small communities to become the go-to advisor in yours.

Plan to Grow Fastwith Paul BrunswickIf you have a mid-sized practice but dream to grow fast and big, this group is for you. Discussion will focus on the three key drivers that will double your revenue and profit and three years or less. This session is for advisors with growing practices in the $100 million to $700 million AUM range.

Scaling Up to $1 Billion and Beyondwith John Bowen and Jon StoneIf you have a fast-growing practice, you face specific challenges in managing growth. We will focus on strategy, execution, people and cash to provide response to your challenges. This session is for advisors with fast-growth practices that are approaching or have surpassed $1 billion in AUM. (Please note that this group is by invitation only.)

R O U N D T A B L E M A Y 2 0 1 6 B O N U S S E S S I O N S

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:

• 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.

• Thursday networking lunch We will facilitate focused networking during lunch on Thursday to help you connect with Roundtable members who can help you accelerate your success even more.

• Thursday evening reception and dinner event We will host a reception fol-lowed by dinner with entertainment by magician Michael Toy. Your spouse or other guest is welcome to attend.

• Close of session bar Debrief with fellow Roundtable members while enjoying a drink, compliments 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 7:00 a.m. to find out exactly how you can get the most from your Roundtable investment.


Thursday Evening EntertainmentMike Toy is San Francisco’s top magician. After receiving a magic kit at age 8, he quickly learned every trick and began performing magic shows. Known for programs that keep people on the edge of their seats, Mike’s clients includeGoogle, Wells Fargo, DreamWorks, Citi, Sonyand the San Francisco 49ers.


Hotel InformationOur host hotel is the Hyatt Regency San Francisco Airport, located just minutes from San Francisco International Airport.

Hyatt Regency San Francisco Airport1333 Bayshore HighwayBurlingame, CA 94010

We have negotiated a special rate of $269 per night for session attendees. To receive this rate, please contact our travel agent, Mary Ellen Gray, Altour International, at (800) 878-5847 or [email protected]. This rate is available on a first-come, first-served basis. We recommend that you make your room reservations as soon as possible.

A 24-hour complimentary airport shuttle runs every 10 to 15 minutes. To take the shuttle, go to the Departures Level center island and look for the area marked “Hotel Shuttle.” The shuttle bus is marked “Hyatt Regency and Marriott.”


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.



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.

Why Roundtable?Our goal is simple: Every year you’re a member of Roundtable, we want you to gain a value of at least $180,000 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 success through a range of best-in-class services:

• One-on-one coaching These monthly calls with a professional coach well-versed in our industry help

Roundtable members remain focused on key activities to accelerate your momentum as you reach ever-higher goals.

• Interactive sessions with other top advisors Twice a year, we meet for two and a half 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.

• Quarterly webinars Our 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 games. Read on for an overview of everything else Roundtable members receive.

R O U N D T A B L E • C E G W O R L D W I D E

Online Bonus ProgramsOur comprehensive online training on specific strategies is available to both Roundtable members and their teams free of charge. 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 and on-demand webinars, this program provides you with everything you need to build effective strategic partnerships.

• 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, on-demand webinars and numerous downloadable tools.

• 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.


• 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.

• 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.


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 aportrait photographer standing by at one session each year to create professional headshots—free of charge. You can use these images for a variety of marketingpurposes, 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 complimentary customizable whiteboard videos. The first videodescribes the wealth management formula in a unique and enjoyable way. This isfollowed by a series of five videos, each describing one meeting in the wealthmanagement process. You can be sure you competitors have nothing like this.


Resource Partners to Enhance Your SuccessWe have carefully selected partners from around the industry who are deeply knowledge-able about what you need to run an elite practice. These partners offer expertise and tools tailored specifically to support your wealth management process, your advanced planning services and your affluent client attraction efforts. You will simply not find this range of assistance anywhere else.


www.lodmell.com

www.disk.com

www.thedrawshop.com

www.successcomesincans.com

www.financialadvisorselect.com www.financialadvisorselect.com

“I can think of no better way to take my business to the next level.” —Scott McCartney, Roundtable member for two years

“The meeting is energizing, with an elite group of other advisorssharing their knowledge and experiences.”

—Bill Schweitzer, Roundtable member for five years

“It is worth the tuition many times over.”—Robert Pyle, Roundtable member for five years

CEG Worldwide, LLC • 1954 Hayes Lane, San Martin, CA 95046

www.cegworldwide.com • [email protected]

Documents

ROUNDTABLE - CEG Worldwide€¦ · ROUNDTABLE The Mastermind Group of Elite Financial Advisors May 18-20, 2016 Hyatt Regency San Francisco Airport “If you want the opportunity to