The Preeminent Advisor Audio Podcast

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.

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.