For over three decades, Kirk Hulett has guided elite financial professionals to transform advisory teams into high-performance engines that drive 58% more revenue than traditional solo models. With a proven track record in coaching and consulting for top-tier wealth management firms, Kirk’s leadership at CEG Worldwide focuses on scalability, intentional leadership, and behavioral science. His methodologies have been featured in ThinkAdvisor, Wealth Management and Investment News.

Key Stats and Insights

• 58% More Revenue: Achieved by team-based practices versus solo advisors.
• 8.1% of Teams at Peak Performance: Most have untapped potential.
• 2.3x More Success in attracting HNW clients when teams are optimized.
• 43% of Advisors consider leaving the industry, highlighting the need for robust retention strategies.

Areas of Specialization

1. Team Performance Optimization: Proprietary framework that systematically elevates team productivity and develops next-generation leaders
2. Behavioral Finance Integration: Research-backed strategies that strengthen both client relationships and team dynamics
3. Succession and Culture Engineering: Custom blueprints for building sustainable, growth-oriented team cultures that attract and retain top talent

Approach

Kirk’s data-driven methodology has contributed to double-digit growth for the wealth management teams he supported. His systematic approach combines quarterly benchmarking, behavioral assessments, and practical implementation tools that deliver measurable results within 12 months.

Personal Note

Beyond his professional endeavors, Kirk always seeks new experiences and ideas – whether through travel, sampling new restaurants, reading thought-provoking books, engaging in provocative conversations and enjoying music and theatre.

Next Step

Are you a senior executive looking to redefine what’s possible for your wealth management teams? Schedule a private strategy call with Kirk to discover how high-performing teams can radically reshape your advisor force and bolster firm-wide success.