Welcome to The Preeminent Financial Advisor Podcast!
The Preeminent Financial Advisor presents a powerful combination of cutting-edge research and proven, actionable strategies. Our podcast harnesses the unique expertise of Cathy McBreen from CEG Insights and Paul Lofties from CEG Worldwide.
With over 30 years of research on high-net-worth investors and financial advisors, CEG Insights offers invaluable research-driven-results for wealth managers. Meanwhile, CEG Worldwide is the #1 coaching firm for financial advisors. But more than a coach; CEG Worldwide is your strategic ally and accelerator in crafting an extraordinary life of significance. We partner with accomplished financial advisors like you to enhance your capacity to excel in serving a select group of high-net-worth clients. We equip advisors with the tools, strategies and insights that empower you to attract and serve your clients exceptionally well while shaping a life of significance that extends far beyond your professional accomplishments.
Join us on The Preeminent Financial Advisor Podcast as we guide you towards accelerated success in the advisor industry and equip you to lead and build an amazing life of significance.
Here’s What’s Keeping the Affluent Up At Night – The Preeminent Financial Advisor Podcast – Episode 30
Here’s What’s Keeping the Affluent Up At Night – Episode 30 As an advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent? Let’s find out!
The Optimistic Affluent Investor – The Preeminent Financial Advisor Podcast – Episode 29
The Optimistic Affluent Investor – Episode 29 You don’t need us to tell you that in order to effectively serve affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their wealth. If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve […]
Six Ways to Attract Next-Gen Wealth – The Preeminent Financial Advisor Podcast – Episode 28
Six Ways to Attract Next-Gen Wealth – Episode 28 Advisors looking toward the future are increasingly recognizing that millennials and Gen Z-ers represent potentially enormous growth opportunities. For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal […]
Are You Taking Advantage of This Generational Shift? – The Preeminent Financial Advisor Podcast – Episode 27
Are You Taking Advantage of This Generational Shift? – Episode 27 It’s no secret that advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers. Today, however, moving upmarket increasingly means attracting and serving younger generations. For example: Millennials represent the largest age demographic category—they […]
Building a Dream Team for Long-Term Success – The Preeminent Financial Advisor Podcast – Episode 26
Building a Dream Team for Long-Term Success – Episode 26 Advisors today understand the importance of having a great team in place to support them and grow their practice. Unfortunately, many of those advisors don’t know how to build such a team. That’s because they’re essentially “accidental CEOs.” They didn’t become advisors to hire and […]
The Value of Your Team – The Preeminent Financial Advisor Podcast – Episode 25
The Value of Your Team – Episode 25 Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be). With that in mind, here’s a research-based look […]