CMG 360™ › Wealth Advisors
For wealth advisors using CMG 360™
Plan around the business. Not a guess about it.
For most owner clients, the business is the biggest asset in the plan. CMG 360™ lets you assess it, track it and help grow it, inside your own practice.
Your concerns, answered.
I’m planning around a value I can’t verify.→
An objective, benchmarked read on the business, across all seven domains.
I see my owner clients once or twice a year.→
The Monthly gives you a reason, and the numbers, to meet every month.
Other advisors are courting my best clients.→
You help with the biggest asset in the plan, which few advisors can.
Where it fits in your practice
The same three stages for every owner client, inside your practice. Your clients remain yours. The optional Lite flags it, the Assessment names it, and the Monthly fixes it.
Random Excellence™ is being world-class at one thing while failing at everything else. We build the plan, the numbers and the discipline so the business performs across all seven domains, by design.
Three steps.
The Assessment and the Monthly, inside your practice.
A value you can stand behind.
Want the full story?
The books walk through it page by page. Each opens on its own site, in a new tab.
Rather refer the owner to us? See CMG FS for wealth advisors.
The full platform requires certification. How certification works.