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.
Show Up When Investor Confidence Falters – The Preeminent Financial Advisor Podcast – Episode 48
Show Up When Investor Confidence Falters – Episode 48 A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many advisors aren’t bothering to reach out to their clients at a […]
Four Ways To Build Your High-Performance Team – The Preeminent Financial Advisor Podcast – Episode 47
Four Ways To Build Your High-Performance Team – Episode 47 Great teams don’t just happen–they are built with purpose. For elite wealth managers looking to scale to the next level, your next hire could be the hinge that swings open the door to exponential growth–or slams it shut. That’s why the best in our profession […]
Deliver Asset Protection Planning to Your Wealthy Clients – The Preeminent Financial Advisor Podcast – Episode 46
Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46 For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, […]
How Great Coaching Can Accelerate Your Success – The Preeminent Financial Advisor Podcast – Episode 45
How Great Coaching Can Accelerate Your Success – Episode 45 Let’s be honest: Advisors are often very successful people who have figured out a lot of things on their own. But even top advisors can potentially build on and accelerate their success if they enlist the help of a coach. And certainly if you’re struggling, coaching […]
Three Big Reasons You Need AI in Your Advisory Practice – The Preeminent Financial Advisor Podcast – Episode 44
Three Big Reasons You Need AI in Your Advisory Practice – Episode 44 Artificial intelligence isn’t the future of wealth management—it’s already here, shaking up our industry in ways we’ve never seen before. Advisors who harness AI will create efficiencies and scale, and deliver an elite client experience. Those who don’t will be playing catch-up while […]
The Evolution of Wealth Management – The Preeminent Financial Advisor Podcast – Episode 43
The Evolution of Wealth Management – Episode 43 The wealth management industry is shifting faster than ever. Demographics are changing, client expectations are rising, and the pace of change with technology is just unbelievable. The next few years will separate the firms that thrive from those that struggle to stay relevant. That’s why it is more […]