Welcome to The Preeminent Financial Advisor Podcast!
The Preeminent Financial Advisor presents a powerful combination of cutting-edge research and proven, actionable strategies. Our podcast harnesses the unique expertise of Cathy McBreen from CEG Insights and Paul Lofties from CEG Worldwide.
With over 30 years of research on high-net-worth investors and financial advisors, CEG Insights offers invaluable research-driven-results for wealth managers. Meanwhile, CEG Worldwide is the #1 coaching firm for financial advisors. But more than a coach; CEG Worldwide is your strategic ally and accelerator in crafting an extraordinary life of significance. We partner with accomplished financial advisors like you to enhance your capacity to excel in serving a select group of high-net-worth clients. We equip advisors with the tools, strategies and insights that empower you to attract and serve your clients exceptionally well while shaping a life of significance that extends far beyond your professional accomplishments.
Join us on The Preeminent Financial Advisor Podcast as we guide you towards accelerated success in the advisor industry and equip you to lead and build an amazing life of significance.
Seven Strategic Wealth Management Trends You Need To Know About – The Preeminent Financial Advisor Podcast – Episode 42
Seven Strategic Wealth Management Trends You Need To Know About – Episode 42 The wealth management industry is evolving very rapidly, and client expectations are shifting. Technology is playing a bigger role, and alternative investments are becoming more mainstream. Understanding these trends is crucial for advisors who want to stay ahead. With that in mind, […]
How Much Does AI Matter To Your Clients? The Answer Might Surprise You – The Preeminent Financial Advisor Podcast – Episode 41
How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41 Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management. Like […]
Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – The Preeminent Financial Advisor Podcast – Episode 40
Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40 Cybersecurity is a key concern for advisors today—and with good reason, given that it seems there’s a new corporate data breach just about every month. But while data security may be a big issue for you, you might not realize how important […]
Building Your Dream Team of Top Talent – The Preeminent Financial Advisor Podcast – Episode 39
Building Your Dream Team of Top Talent – Episode 39 It’s essentially impossible for advisors to build top practices by themselves. You’ve got to surround yourself with the right people, and put them in the right roles, to truly elevate your business. That goes double if your goal is to build a world-class advisory business […]
Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – The Preeminent Financial Advisor Podcast – Episode 38
Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38 Social media defies conventional wisdom about digital engagement between advisors and clients. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and […]
Why Do Clients Think Your Technology Is Crummy? – The Preeminent Financial Advisor Podcast – Episode 37
Why Do Clients Think Your Technology Is Crummy? – Episode 37 Technology has become an essential part of investors’ lives across virtually all generations. Whether they’re Boomers, Xers, Millennials or Gen Zers, your clients likely expect you to provide them with tech that they can access to make their lives easier. Fail to do so […]