At the Leading Edge: What a select group of young Financial Advisors can teach the industry

In our highly competitive industry that offers financial advisors the opportunity to make a tremendous impact for their clients, team members and families, many are in constant pursuit of the answer to a single question: What drives success? No two people would answer this question the same way, but most of us would cite a mix of many factors, including our circumstances, ambition, experience, education, natural talent, the choices we have made and that mysterious thing called luck. Many of these factors are well within our control; others are not. Our mission at CEG Worldwide is to help financial advisors be successful on purpose. This means first understanding what works and then deliberately implementing those practices. And what we found was surprising.