The Preeminent Advisor Audio Podcast

The Value of Your Team – Episode 25

Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be).
With that in mind, here’s a research-based look at how advisors view the strength and importance of their teams.
Spoiler alert: There are many areas of opportunity for advisors to build better teams—and, by doing so, achieve a much higher level of success.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Capturing the Affluent Entrepreneur Opportunity – Episode 24

Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now.
Many entrepreneurs are seriously considering switching their current primary advisors.
These entrepreneurs aren’t happy with the overall results they’re getting, including poor communication levels from their advisors.
Business owners prefer advisors who can address both their professional financial concerns and their personal financial needs and wants.
Here’s how to take advantage of affluent entrepreneurs’ dissatisfaction with their current advisors and their desire to work with professionals who can take a holistic approach with them.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Attracting Affluent Entrepreneurs – Episode 23

Top research firm, CEG Insights recently surveyed more than 1,600 affluent entrepreneurs in various industries (including professional services, retail and manufacturing). Here’s what we learned—and what our findings could mean to the future of your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

How Important is AI to Your Future Success? – Episode 21

Wealth managers! How aggressively do you need to incorporate leading-edge tech into your financial advisory practice? Here’s what clients are saying about their interest in AI and similar tech when it comes to their financial lives.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Top 10 Tech Tips for Wealth Managers Today – Episode 22

We’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI. 
Taken together, those findings point to 10 key tech strategies that you should seriously consider implementing in your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Is Your Tech House in Order? – Episode 20

Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order.
With that in mind, here’s a look at some of the ways today’s affluent clients view fin-tech.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Harness Your Online Presence – Episode 19

Here’s a look at affluent affluent investors’ latest attitudes about some key technologies—and the potential implications of those attitudes on your financial advisory practice.
There’s no question that many affluent investors are increasingly turning to technology as an essential part of their investment journey. That means they’re looking to you—their advisors—to offer tech-enhanced access to information, insights and communication.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Teach Your Clients Well – Episode 18

As an advisor, your expertise and the ability to communicate that expertise to your clients are some of the biggest areas of value you bring to the table. In fact, one CEG Insights survey found that more than 90% of clients say that getting educated on financial topics by their advisor is valuable or beneficial.
With that in mind, here’s a look at what advisors’ affluent clients want to know more about—and how they want those insights delivered.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

The Crucial Role of Technology-Enhanced Client Communication – Episode 17

Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however.
Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients and prospects. The right ones for you will be those that resonate most with your ideal clients.
So here’s a question: Do you know how your clients want you to communicate with them? If you do, you can start to make more informed decisions about the tech you want to bring into your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

The Importance of Legacy Planning For Your Clients—And Your Practice – Episode 16

Many of your affluent clients and prospects are thinking more and more about legacy these days—specifically, how they can transfer not just assets but also their values and beliefs to their heirs.
For your clients to be able to preserve their wealth and use it purposefully across generations, you should effectively engage them—and, importantly, the next generation—in the area of legacy planning.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.