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.
The Growing Demand for Virtual Family Office Services – The Preeminent Financial Advisor Podcast – Episode 15
The Growing Demand for Virtual Family Office Services – Episode 15 “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 […]
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – The Preeminent Financial Advisor Podcast – Episode 14
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14 Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more. The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the […]
To Attract the Ultra-Wealthy, Partner With Them – Episode 13
To Attract the Ultra-Wealthy, Partner With Them – Episode 13 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 […]
What It Takes to Serve the Ultra-Wealthy – The Preeminent Financial Advisor Podcast – Episode 12
What It Takes to Serve the Ultra-Wealthy – Episode 12 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 […]
More Than Money: Why You Need to Help Clients Build a Life of Significance – The Preeminent Financial Advisor Podcast – Episode 11
More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11 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 […]
Are You Helping Your Clients Live Their Best Life? – The Preeminent Financial Advisor Podcast – Episode 10
Are You Helping Your Clients Live Their Best Life? – Episode 10 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 […]