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.
Two Ways To Attract $25-Million-Plus Clients To Your Door – The Preeminent Financial Advisor Podcast – Episode 35
Two Ways To Attract $25-Million-Plus Clients To Your Door – Episode 35 As an advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth. This cohort is important to the future of your business for a few key reasons: […]
Three More Strategies Used By Today’s Million-Dollar Advisors – The Preeminent Financial Advisor Podcast – Episode 34
Three More Strategies Used By Today’s Million-Dollar Advisors – Episode 34 You already know two strategies that today’s most successful financial advisors—those earning more than $1 million annually—use to generate their amazing results. Here are three more—along with specific action steps you can take to implement those strategies into your own practice and start moving […]
Here’s Why Some Advisors Earn More Than $1 Million A Year – The Preeminent Financial Advisor Podcast – Episode 33
Here’s Why Some Advisors Earn More Than $1 Million A Year – Episode 33 If you think the most successful financial advisors in our industry—those generating a net income of more than $1 million annually—do things differently than their peers, guess what? You’re right! The fact is, we found that the top-earning advisors today are […]
Mind The Gaps: Addressing Clients’ Concerns Beyond Investments – The Preeminent Financial Advisor Podcast – Episode 32
Mind The Gaps: Addressing Clients’ Concerns Beyond Investments – Episode 32 There’s a perception out there that affluent clients are being well served by their existing advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects. Guess what? It’s just not […]
Here’s What Prospective Clients Care About More Than Anything Else – The Preeminent Financial Advisor Podcast – Episode 31
Here’s What Prospective Clients Care About More Than Anything Else – Episode 31 What do the affluent really look for in a financial advisor? If you knew the answer to that question, you could focus your prospecting and marketing efforts on the areas that really matter—and attract more than your fair share of new wealthy […]
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!