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.
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 […]
Seven Strategic Wealth Management Trends You Need To Know About – The Preeminent Financial Advisor Podcast – Episode 42
Seven Strategic Wealth Management Trends You Need To Know About – Episode 42 The wealth management industry is evolving very rapidly, and client expectations are shifting. Technology is playing a bigger role, and alternative investments are becoming more mainstream. Understanding these trends is crucial for advisors who want to stay ahead. With that in mind, […]
How Much Does AI Matter To Your Clients? The Answer Might Surprise You – The Preeminent Financial Advisor Podcast – Episode 41
How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41 Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management. Like […]
Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – The Preeminent Financial Advisor Podcast – Episode 40
Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40 Cybersecurity is a key concern for advisors today—and with good reason, given that it seems there’s a new corporate data breach just about every month. But while data security may be a big issue for you, you might not realize how important […]