The Preeminent Advisor Audio Podcast

Three Big Reasons You Need AI in Your Wealth Management Practice – Episode 44

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 greatly amplify their impact on clients and their internal efficiency and productivity. In particular, there are three areas where AI stands to deliver tremendous benefits to wealth management practices.
Listen to find out more!
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

The Evolution of Wealth Management – Episode 43

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 Podcast recently spoke with Dennis Gallant, managing principal of strategic solutions at CEG Insights. Since the late 1980s, Dennis has been researching the financial services and financial advisory industries. He cites five trends that are driving the evolution of wealth management today.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Seven Strategic Wealth Management Trends You Need To Know About – Episode 42

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 identified seven key trends occurring in wealth management that all advisors need to be aware of so they can position themselves for greater success in the coming years.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41

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 to them that you bring AI-enhanced services and solutions to their financial lives?
To answer such questions, CEG Insights surveyed more than 1,300 investors—84% of whom have a net worth exceeding $1 million.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40

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% of whom have a net worth exceeding $1 million.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Building Your Dream Team of Top Talent with Guest Kirk Hulett – Episode 39

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 great people. But it’s probably helpful to understand why the process can be so tough—and, more important, how you can take specific action steps to create a “dream team” of talent that can help bring your practice to a higher level of success than you may have ever thought possible.
With that in mind, we asked Kirk Hulett for his best advice. For more than three decades, Kirk has guided elite financial professionals to transform their advisory teams into high-performance engines that drive 58% more revenue than traditional solo models.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38

Between financial advisors and affluent clients social media defies conventional wisdom about digital engagement. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning.
With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how you might better navigate this landscape.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Why Do Clients Think Your Technology Is Crummy? – Episode 37

We know what financial advisors want for a website in 2025. Technology has become an essential part of investors’ lives across virtually all generations. Whether they’re Boomers, Xers, Millennials or Gen Zers, your clients likely expect you to provide them with tech that they can access to make their lives easier. Fail to do so adequately and you face the real risk of losing them to advisors with better capabilities.
With that in mind, consider some key steps you consider when it comes to ensuring your website tech and resources are helping—not hurting—your client acquisition and retention efforts.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36

One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth.
One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. Positioning your practice to attract these investors can be a key driver of your success going forward.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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.