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.
Teach Your Clients Well – The Preeminent Financial Advisor Podcast – Episode 18
Teach Your Clients Well – Episode 18 As an advisor, your expertise and the ability to communicate that expertise to your clients are some of the biggest areas of value you bring to the table. In fact, one CEG Insights survey found that more than 90% of clients say that getting educated on financial topics […]
The Crucial Role of Technology-Enhanced Client Communication – The Preeminent Financial Advisor Podcast – Episode 17
The Crucial Role of Technology-Enhanced Client Communication – Episode 17 Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however. Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients […]
The Importance of Legacy Planning For Your Clients—And Your Practice – The Preeminent Financial Advisor Podcast – Episode 16
The Importance of Legacy Planning For Your Clients—And Your Practice – Episode 16 Many of your affluent clients and prospects are thinking more and more about legacy these days—specifically, how they can transfer not just assets but also their values and beliefs to their heirs. For your clients to be able to preserve their wealth […]
The Growing Demand for Virtual Family Office Services – The Preeminent Financial Advisor Podcast – Episode 15
The Growing Demand for Virtual Family Office Services – Episode 15 “If you build it, they will come.” No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO). Our latest research strongly suggests that offering a […]
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – The Preeminent Financial Advisor Podcast – Episode 14
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14 Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more. The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the […]
To Attract the Ultra-Wealthy, Partner With Them – Episode 13
To Attract the Ultra-Wealthy, Partner With Them – Episode 13 The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re […]