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.
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 […]
Capturing the Affluent Entrepreneur Opportunity – The Preeminent Financial Advisor Podcast – Episode 24
Capturing the Affluent Entrepreneur Opportunity – Episode 24 Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now. […]
Attracting Affluent Entrepreneurs – The Preeminent Financial Advisor Podcast – Episode 23
Attracting Affluent Entrepreneurs – Episode 23 You’re probably aware that high-net-worth entrepreneurs are a great cohort to work with, due to their significant wealth and the broad range of financial issues on which they need advice and guidance. Many top advisors focus exclusively on serving this niche. But you might not fully realize just how […]
For The Second: Top 10 Tech Tips – The Preeminent Financial Advisor Podcast – Episode 22
For the second: Top 10 Tech Tips – Episode 22 In recent weeks, we’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, […]
How Important is AI to Your Future Success? – The Preeminent Financial Advisor Podcast – Episode 21
How Important is AI to Your Future Success? – Episode 21 Financial advisors are continually being encouraged to adopt and leverage emerging technologies, such as artificial intelligence. These tools do have the potential to improve advisory practices in important ways—such as more efficient communications, stronger client service and more robust financial analysis. But how aggressively […]