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.
Win the Wallet—Smart Ways to Manage More of Your Clients’ Wealth – The Preeminent Financial Advisor Podcast – Episode 53
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 – The Preeminent Financial Advisor Podcast – Episode 52
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
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 – The Preeminent Financial Advisor Podcast – Episode 50
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 […]
Three Ways to Break Through to the Next Level of Success – The Preeminent Financial Advisor Podcast – Episode 49
Three Ways to Break Through to the Next Level of Success – Episode 49 CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top advisors in our industry doing that sets them apart and empowers them to succeed at such a high level? Here’s what we […]
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 […]