MEDIA

The former senior vice president of wealth management at Securities America brings his talent and experience directly to financial advisors.

September 14, 2021 — CEG Worldwide has added Paul Lofties to its team of experienced advisor coaches. A highly successful advisor with nearly two decades of industry experience, Lofties was most recently senior vice president of wealth management at Securities America, which Advisor Group recently acquired from Ladenburg Thalmann.

“I wanted to stay connected with the financial industry in a way that felt like I was really making a difference with the people I work with while at the same time maintaining freedom and flexibility in my personal life.”

Lofties first came in contact with CEG Worldwide when he partnered with the firm to work with the advisors in his broker-dealer network between 2008 and 2010. As a long-time fan of the organization, he knew the opportunity to come on board would be a natural fit for his entrepreneurial side. “When I left my executive position, I wanted to step back from the corporate world,” Lofties said. “I wanted to stay connected with the financial industry in a way that felt like I was really making a difference with the people I work with while at the same time maintaining freedom and flexibility in my personal life.”

In addition to the chance to work directly with advisors, Lofties was attracted by CEG Worldwide’s leadership in using virtual reality and other digital video technologies to help advisors position themselves as media experts. “We’re always looking for great coaches who fit well with our core principles,” said John Bowen, founder and CEO of CEG Worldwide. “He’s already making a difference helping the advisors we serve, and we’re excited to see what’s coming next.”

CONTACT

For more information, contact Robin Black, managing principal of strategic relationships, rblack@cegworldwide.com or (888) 398-7298.

ABOUT

CEG Worldwide is the leading coaching firm for top financial advisors in the United States, Canada and around the world. Through a range of programs, it delivers to advisors proven strategies to significantly accelerate their success by serving their affluent clients extremely well. Informed by decades of empirical research and extensive experience in the financial services industry, CEG Worldwide is able to provide advisors and the institutions that serve them with solutions that deliver the results they want. Visit CEG Worldwide at cegworldwide.com.