5 Ways to Win the Battle for Clients’ Assets and Loyalty – The Preeminent Financial Advisor Podcast – Episode 59 The battle for new assets and ongoing loyalty isn’t going to be won based on the investment results you deliver. Instead, the advisors who win will be those who become indispensable in their clients’ bigger-picture […]
Is Your Team Clear About Their Roles? Are You Sure? – The Preeminent Financial Advisor Podcast – Episode 58 As your team grows, defining the roles and responsibilities your team members have is more than just helpful—it’s crucial to be able to maximize the success of your practice. But how you do define the right […]
Finding the Right Centers of Influence to Grow Your Practice – Episode 57 Centers of influence—such as CPAs, estate planning attorneys and other financial and legal professionals—are the single best source of affluent referrals for top advisors. For many years, our research has shown that to be true. And recently, when we brought together a […]
Straight From the Affluent: 7 Key Findings From Our HNW Investor Panel – Episode 56 At our most recent mastermind event, we assembled a panel of affluent individuals, each with a net worth of at least $5 million. In front of 150 financial advisors, we asked them about how they invest, their impressions of their […]
Defeat The Time Assassins That Are Killing Your Momentum – Episode 55 Every advisor I speak with wishes that they had more time. But the truth is, it’s not just about the number of hours in a day—it’s about how we use them. For elite advisors, capacity is everything. Building capacity allows you to serve […]
The Fractional General Counsel: A Key Member of an Elite Advisor’s Team – Episode 54 When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors’ teams is a fractional general counsel who works with entrepreneur clients. This week, Koby Wilbanks, founder of […]
Win the Wallet—Smart Ways to Manage More of Your Clients’ Wealth – Episode 53 Growing your advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them. Most advisors manage only a portion of what […]
The Wealth Management Meeting Process: Screen, Discover and Present like an Elite Advisor – Episode 52 When working with high-net-worth prospects, It is so valuable to be able to articulate and demonstrate the exact process that you will use with them if they become your clients. The affluent want to understand what it will look […]
Spotlight On: Specialty Tax Planning For HNW Clients – The Preeminent Financial Advisor Podcast – Episode 51 The affluent sometimes need advanced tax mitigation and estate planning. Having that expertise at the ready can be hugely important to helping both that client and your own bottom line. At CEG Worldwide, we work with Roger Silk […]
Protecting What Matters Most Cybersecurity Strategies for High-net-worth Families – Episode 50 What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime […]
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