The Preeminent Advisor Audio Podcast

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.

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.