The Preeminent Advisor Audio Podcast

Two Ways To Attract $25-Million-Plus Clients To Your Door – Episode 35

As a focused financial 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.
CEG Insights surveyed 350 households that had $25 million or more in net worth, not including the value of their primary residence. Some of the key findings include...
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Three More Strategies Used By Today’s Million-Dollar Advisors – Episode 34

CEG Insights reveal three more strategies successful financial advisors use to generate amazing results.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Why SOME Financial Advisors Earn More Than $1 Million A Year – Episode 33

The most successful financial advisors in the industry—those generating a net income of more than $1 million annually—do things differently than their peers. The fact is, we found that the top-earning advisors today are implementing a few key best practices that are empowering them to raise their game and achieve truly exceptional financial results.
The good news: You can adopt their strategies and enhance your own results. Here’s how to get started.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

The Wealthiest Individuals' Concerns—Beyond Investments – Episode 32

Financial advisors have tremendous opportunities to demonstrate to HNW prospects that you can add real value to their financial lives and to the lives of the people they care about most.
There’s a perception out there that affluent clients are being well served by their existing financial 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 the case. In fact, there are some major gaps in wealth planning that exist—even among the wealthiest individuals.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Wow! 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 clients.
The good news: We surveyed some 1,500 investors—the majority of whom have at least $1 million dollars of net worth—and they revealed that factors that are most important to them when choosing a new financial advisor.
Let’s find out!
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Wealth Managers Take Note! Here’s What’s Keeping the Affluent Up At Night – Episode 30

As a financial 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?
CEG Insights recently interviewed some 1,200 investors—more than 1,100 of whom have at least $1 million dollars of net worth—about what’s got them worried.
Let’s find out!
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

The Optimistic Affluent Investor – Episode 29

As a financial advisor, you don’t need us to tell you that in order to effectively serve high affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their financial wealth.
If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve got some key answers for you, based on CEG Insights’ latest survey of more than 1,250 wealthy individuals—roughly 80% of whom have more than $1 million dollars of net worth (excluding the value of their primary residence).
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Six Ways to Attract Next-Gen Wealth – Episode 28

Here are six essential strategies for financial advisors engaging these next-gen clients and setting yourself up to win their business. 
For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal with that wealth, and are very interested in working with financial advisors who can help them navigate the process. 
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Are You Taking Advantage of This Generational Shift? – Episode 27

It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.
Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:
Millennials represent the largest age demographic category—they are the clients of the future.
Millennials are heading toward their prime earning years, professionally.
Millennials and Gen Z-ers are inheriting significant wealth.
Millennials and Gen Z-ers are interested in working with financial advisors.
CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Building a Dream Team for Long-Term Success – Episode 26

Financial 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 motivate employees, but they find themselves needing to do exactly those things in order to achieve the success they seek.
Being an accidental CEO can lead to challenges and problems that hold advisory practices back. The good news: There are steps you can take to transform your team all the way to pinnacle of success—the dream team.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.