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Loring Ward and CEG offer wealth management programme


Loring Ward has entered into a partnership with CEG Worldwide, a provider of coaching and consulting services for financial advisers, to create a practice development and coaching programme focused on wealth management.

The programme provides independent financial advisers with tools and strategies to help clients navigate complex wealth management issues such as college planning, tax mitigation, retirement planning and estate planning.

John Bowen (pictured), chief executive officer of CEG Worldwide, says: “Our research suggests that wealth management is the future of advice. Wealth managers manage twice the assets of investment generalists, and they have a much deeper understanding of their client’s concerns, goals, and dreams.”

Available to financial advisers who partner with Loring Ward, the programme consists of a series of one and two day educational sessions held around the US as well as an intensive coaching programme.

“CEG Worldwide has a long track record working with leading financial advisors to magnify their success,” says Alex Potts, chief executive officer of Loring Ward. “Their expertise will advance our goal of empowering advisors to achieve new heights of productivity, focus, and client satisfaction.”

In addition to coaching and practice management, CEG Worldwide will also work with Loring Ward on developing a special wealth management book for investors, slated for release in late 2010.

Loring Ward is headquartered in San Jose, California, and provides a turnkey asset management programme to more than 750 investment advisers and their clients. These services include investment strategies and products, back office operational processing, education and training, and business development support.

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