The Preeminent Advisor Audio Podcast

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.

The Growing Demand for Virtual Family Office Services – Episode 15

“If you build it, they will come.”
No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO).
Our latest research strongly suggests that offering a VFO experience to the right clients will constitute a major growth engine for advisors in the coming years.
Here’s what the affluent have to say about family offices—and what it means to implement a VFO business model in your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14

The fact is, far too many of these highly affluent investors are not getting—or don’t recognize they’re getting—important services that could add tremendous value to their lives. Nor are they enjoying the benefits that come when those services work in concert with each other to deliver better, more comprehensive outcomes.
Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more.
The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the professionals who possess that expertise.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

To Attract the Ultra-Wealthy, Partner With Them – Episode 13

The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re involved in “steering the ship” as they seek to build and protect their wealth.
This desire for active involvement has some big implications if you want to move upmarket and attract (and retain) more affluent clients to your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

What It Takes to Serve the Ultra-Wealthy – Episode 12

Some of you reading this—maybe even a lot of you—don’t have any clients with a net worth of $25 million or more. Others might have one or two of these ultra-wealthy clients, but they’re outliers rather than the focus of your business model.
There’s no law saying you have to serve the ultra-wealthy, of course. If you’re happy and successful serving clients with lower net worths, go right ahead and keep on doing what you’re doing. But in our experience, many advisors look at the ultra-wealthy space with a great deal of envy. They want these clients—but they don’t think they can serve them well. The result: They spend their careers wishing they could move upmarket, but being too fearful to take action. 
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.