Paul Lofties, CEG Worldwide
Co-host, The Preeminent Financial Advisor Podcast
Cathy McBreen, CEG Insights
Co-host, The Preeminent Financial Advisor Podcast
Key Takeaways:
• Empirical research into HNW investors and best practices of top financial advisors.
• Actionable, proven strategies designed to propel advisors to the pinnacle of success.
• Powerful combination of CEG Worldwide and CEG Insights.
What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most?
We created The Preeminent Financial Advisor Podcast to help you accomplish those key goals. Simply put, preeminent means surpassing all others. We want to help you attain a level of success that you may not have ever considered—or maybe you’ve imagined but haven’t figured out how to achieve. When high-net-worth investors in your market think of who the top advisor is, your name immediately comes to mind.
The Preeminent Financial Advisor Podcast is designed to help you in two highly valuable ways:
1. In each episode, you’ll get the latest empirical research on the attitudes, wants and needs of high-net-worth clients as well as the best practices of some of the most successful financial advisors in the business today. So often, advisors are surprised by what their clients are looking for from them. Our research will help give you a crystal-clear view of what the affluent expect from you today so you can set out to meet—and exceed—those expectations. Our research will also reveal what top advisors practicing today are doing to win the hearts, minds and assets of the affluent—so you can take a page from their playbook!
2. Of course, data is nothing if you can’t put action behind it. So, in each episode, we’ll offer action steps for success rooted in the research and insights we uncover. That means you’ll discover actionable strategies to implement that can help you move toward becoming the preeminent advisor in your market.
This powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights (and its predecessor company) has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading coaching and consulting firm for financial advisors that want to move up market and work with higher net-worth clients.
Ultimately, The Preeminent Financial Advisor Podcast will show you how to race up the hierarchy of advisor success—and truly play to win.
Catherine McBreen and Paul Lofties are leading innovators in wealth management research. Dive into our exclusive insights and strategies with our latest "Play to Win" Report. Unlock Your Path to Success—Download Now!