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CEG Insights Podcasts

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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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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? Our 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 has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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David Vegas Podcast

David's Vegas

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Each week, David interviews top talents, insiders, and executives focused on Las Vegas and the Casino Gaming industry. Gain unique perspectives, knowledge and insight into how and why Las Vegas works. Support this podcast: https://podcasters.spotify.com/pod/show/cegdealers/support
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The Crucial Role of Technology-Enhanced Client Communication – Episode 17 24:10

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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…
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The Importance of Legacy Planning For Your Clients—And Your Practice – Episode 16 32:01

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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…
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The Growing Demand for Virtual Family Office Services – Episode 15 23:57

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“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 adv…
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HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14 29:04

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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 h…
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To Attract the Ultra-Wealthy, Partner With Them – Episode 13 36:00

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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 an…
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What It Takes to Serve the Ultra-Wealthy – Episode 12 26:58

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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 …
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More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11 24:04

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As advisors, you’re extremely comfortable delving into your clients’ financial goals so you can craft plans, portfolios and other solutions aimed at getting them to those desired outcomes. But what if you went beyond the financial issues by also helping your clients build a life of deep personal significance and meaning? It turns out, you stand to …
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Are You Helping Your Clients Live Their Best Life? – Episode 10 35:20

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In today’s world, where it’s challenging for investors to differentiate between various financial services providers, standing out requires more than just getting good returns on investments. What makes you different in the eyes of affluent prospects and clients is how well you can help people achieve what truly matters to them in life, beyond reac…
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What Your Clients Want From Life—Men Vs. Women Edition – Episode 9 28:56

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We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue specific goals without worrying about their financial health. One of the many factors that can pl…
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Are You Prepared to Help Clients Live Their Best Life? – Episode 8 33:33

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The fact is, “being rich” is no longer enough for most clients. Today, success involves a lot more—including personal and professional achievement, a sense of happiness and a larger purpose. What’s more, the definition of a highly successful life can vary greatly depending on whether the client sitting across from you is a baby boomer, a Gen-Xer or…
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Clients to Advisors: We Need to Talk About Our Relationship – Episode 7 23:57

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There is one thing you can start doing right away to ensure that you fully understand what’s important to your clients, communicate proactively and build greater trust with them. It’s called the discovery process, and it’s designed to help advisors develop a very deep and thorough understanding of their clients so they can ultimately create a total…
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Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6 21:02

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Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues might negatively impact their sense of financial security. That means you’…
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As a Wealth Manager Do You Want Loyal Clients? Do This! – Episode 5 17:24

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FACE THE FACTS To see just how important wealth management is to affluent clients, consider research by CEG Insights that assessed the impact that offering comprehensive wealth management services has on client loyalty: 77% of clients with $1 million to $5 million in investable assets say that getting wealth management services from their advisor h…
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This is What Opportunity Looks Like for Financial Advisors! – Episode 4 19:42

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The next 12 to 36 months may very well be the best time that advisors will ever see in their career to really transform their business by taking on a significant number of higher net worth clients. The reason: A truly shocking number of affluent investors are either actively looking to work with new advisors or are highly open to the idea of switch…
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Why Aren’t You Asking Clients About Their Other Advisors? – Episode 3 19:42

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“Ask and you shall receive” is one of those lessons that so often ends up being true in life. For financial advisors, it’s advice that can go a long way toward building much greater client loyalty and attracting lots of additional assets. Trouble is, most advisors don’t ask their clients about important details that could mean a stronger business a…
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For Financial Advisors Today, Volatility = Opportunity – Episode 2 22:53

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The levels of confusion and volatility that advisors’ clients are experiencing today are off the charts. High inflation that hasn’t been seen in decades, rapidly rising interest rates, concerns about the health of the entire banking sector, the ongoing war in Ukraine—the list goes on and on. Many investors—particularly younger ones—have never had t…
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Keep Your Top Clients Loyal – Episode 1 – Welcome to The Preeminent Financial Advisor Audio Podcast 27:39

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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 y…
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