The Preeminent Advisor Audio Podcast

Centers of influence—such as CPAs, estate planning attorneys and other financial advisors and legal professionals—are the single best source of affluent referrals for top financial advisors.

For many years, our research has shown that to be true. And recently, when we brought together a panel of high-net-worth individuals and interview them, 90% told us they were introduced to their financial advisors by their CPA or attorney.

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Every advisor I speak with wishes that they had more time.

The challenge: Too many advisors are plagued by what we call time assassins—hidden traps that quietly steal your productivity, energy, and growth.

The good news: You can identify and eliminate those time assassins in your practice, freeing up your ability to build true capacity. Here’s a look at how to vanquish the time assassins, courtesy of Val Chaney, CEG Worldwide’s man...

When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors’ teams is a fractional general counsel who works with entrepreneur clients.

This week, Koby Wilbanks, founder of Continuum Legal, shines some light on the world of fractional general counsels—what they do, who can benefit and why advisors should consider working with them to advocate for their b...

Growing your financial advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them.

Most financial advisors manage only a portion of what their clients have. And when life throws trigger events at your clients—a business exit, inheritance, market shocks and the like—those assets can su...

When working with high-net-worth prospects, It is so valuable to be able to articulate and demonstrate the exact process that you will use with them if they become your clients. The ultra-affluent want to understand what it will look and feel like to work with you, and what they can expect.

With that in mind, here’s a look at three of the most important touch points on the journey from being a prospect to becoming a client. As you’...

The ultra-affluent sometimes need advanced tax mitigation and estate planning. Wealth managers having that expertise at the ready can be hugely important to helping both that client and your own bottom line.

At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized professionals. Sterling is one of the nation's leading authorities on the use of tax...

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity.

Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five years. Many of those dollars vanished from the personal lives of executives, affluent...

CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top financial advisors in our industry doing that sets them apart and empowers them to succeed at such a high level?

Here’s what we found—along with strategies to implement that can put you on a path to the next level of success.

Watch, read or listen to find out more on our website for top financial advisors at CEGWo...

A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many financial advisors aren’t bothering to reach out to their clients at a time when those clients need your perspective, insights and reassurance.

Failing to support clients in today’s environment—or in any environment in which investor confidence fal...

Great teams don't just happen--they are built with purpose. For elite wealth managers looking to scale to the next level, your next hire could be the hinge that swings open the door to exponential growth--or slams it shut.

That's why the best in our profession don't leave team building to chance. They hire with precision, source with strategy, and onboard with intent.

For some top hiring best practices today, we reached out to Kirk...

For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built.

Trouble is, financial advisors often don’t possess the deep expertise needed to create rock-solid asset protection plans. What’s more, they may not know where to go to acc...

Let’s be honest: Financial advisors are often very successful people who have figured out a lot of things on their own. But even top financial advisors can potentially build on and accelerate their success if they enlist the help of a coach. And certainly if you’re struggling, coaching can be vital.

In our experience, coaching is the ignition switch for greatness in wealth management. Financial advisors who are coached, guided and ...

Artificial intelligence isn't the future of wealth management—it’s already here, shaking up our industry in ways we've never seen before. Financial advisors who harness AI will create efficiencies and scale, and deliver an elite client experience. Those who don't will be playing catch-up while the competition surges ahead.

We see AI as even bigger then the PC and Internet revolutions, due to its potential for financial advisors to ...

The wealth management industry is shifting faster than ever. Demographics are changing, client expectations are rising, and the pace of change with technology is just unbelievable. The next few years will separate the firms that thrive from those that struggle to stay relevant. That's why it is more important than ever that you are on the front edge of the next wave of wealth management.

With that in mind, The Preeminent Advisor Po...

The wealth management industry is evolving very rapidly, and client expectations are shifting. Technology is playing a bigger role, and alternative investments are becoming more mainstream. Understanding these trends is crucial for financial advisors who want to stay ahead.

With that in mind, CEG Insights surveyed more than 2,500 affluent investors on a range of topics about their investing and their advisor relationships. We ident...

Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management.

Like any new, rapidly evolving technology, AI has its pros and cons—and its cheerleaders and detractors. But what do your clients think of it? And how important is it...

Cybersecurity is a key concern for advisors today—and with good reason, given that it seems there’s a new corporate data breach just about every month.

But while data security may be a big issue for you, you might not realize how important it also is to your high-net-worth clients—or what they want to see from you in this crucial area of their financial lives.

With that in mind, CEG Insights surveyed more than 1,300 investors—84% o...

It’s essentially impossible for financial advisors to build top practices by themselves. You’ve got to surround yourself with the right people, and put them in the right roles, to truly elevate your business. That goes double if your goal is to build a world-class advisory business and reach the pinnacle of financial advisor success.

You surely don’t need me to tell you how difficult it can be to hire, train, motivate and retain gr...