CEG Worldwide takes a unique approach to delivering solutions for financial services advisors and the institutions that serve those advisors. Our proprietary empirical research, combined with the experiences of our highly successful principals, have shaped our thinking, practices and programs in rich and meaningful ways. This accumulation of experience and insights has lead us to create a set of coaching, research and consulting services that are simply unmatched in the industry. No other organization offers our unique combination of game-changing services that enable financial advisors to build the practices of their dreams and empower leaders of financial institutions to grow revenues, retain top advisors and attract new top advisors. That combination of services includes: * Coaching * Proprietary empirical research * A step-by-step approach * Personal planning and development * Access to CEG Worldwide principals
View Top Employees from CEG Worldwide LLCWebsite | http://www.cegworldwide.com |
Revenue | $8 million |
Employees | 20 (19 on RocketReach) |
Address | 1954 Hayes Lane, San Martin, California 95046, US |
Phone | (888) 993-9329 |
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Industry | Financial Services, Education General, Coaching, Education, Consulting, Proprietary Empirical Research, Personal Planning and Development, Business Development |
Web Rank | 2 Million |
Keywords | Financial Advisor Discovery Meeting Questions, Family Office Best Practices, Can An Attorney Compensate An Accountant For Referrals In California?, Ultra Wealthy, Basics Of Real Estate Partnership Taxaction |
Competitors | Carson Coaching, Cerulli Associates, ClientWise LLC, Corporate Insight, Oechsli |
SIC | SIC Code 82 Companies, SIC Code 829 Companies |
NAICS | NAICS Code 611 Companies, NAICS Code 6114 Companies, NAICS Code 61 Companies, NAICS Code 61143 Companies, NAICS Code 611430 Companies |
Looking for a particular CEG Worldwide LLC employee's phone or email?
The CEG Worldwide LLC annual revenue was $8 million in 2024.
19 people are employed at CEG Worldwide LLC.
CEG Worldwide LLC is based in San Martin, California.
The NAICS codes for CEG Worldwide LLC are [611, 6114, 61, 61143, 611430].
The SIC codes for CEG Worldwide LLC are [82, 829].