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.
Clients to Advisors: We Need to Talk About Our Relationship – The Preeminent Financial Advisor Podcast – Episode 7
Clients to Advisors: We Need to Talk About Our Relationship – Episode 7 Your clients think you’re terrific, right? And you’re certain that you’re giving them a client experience that means they’ll stay loyal and tell all their affluent friends about you? Not so fast. The fact is, far too many advisor-client relationships are in […]
Do You Know What’s Worrying Your Clients? Are You Sure? – The Preeminent Financial Advisor Podcast – Episode 6
Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6 Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues […]
As a Wealth Manager Do You Want Loyal Clients? Do This! – The Preeminent Financial Advisor Podcast – Episode 5
Want Loyal Clients? Do This! – Episode 5 Affluent clients today need great advice and guidance like never before. Far too many currently rate their financial advisors as fair or poor. Others say their advisors aren’t reaching out to help them navigate today’s volatile environment. And a shocking percentage of clients say they’re willing to […]
This is What Opportunity Looks Like! – The Preeminent Financial Advisor Podcast – Episode 4
This is What Opportunity Looks Like! – Episode 4 The next 12 to 36 months may very well be the best time that advisors will ever see in their career to really transform their business by taking on a significant number of higher net worth clients. The reason: A truly shocking number of affluent investors […]
Why Aren’t You Asking Clients About Their Other Advisors? – The Preeminent Financial Advisor Podcast – Episode 3
For Financial Advisors Today, Volatility = Opportunity – The Preeminent Financial Advisor Podcast – Episode 2
For Financial Advisors Today, Volatility = Opportunity – Episode 2 The levels of confusion and volatility that advisors’ clients are experiencing today are off the charts. High inflation that hasn’t been seen in decades, rapidly rising interest rates, concerns about the health of the entire banking sector, the ongoing war in Ukraine—the list goes on […]