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.
Is Your Team Clear About Their Roles? Are You Sure? – The Preeminent Financial Advisor Podcast – Episode 58
Is Your Team Clear About Their Roles? Are You Sure? – The Preeminent Financial Advisor Podcast – Episode 58 As your team grows, defining the roles and responsibilities your team members have is more than just helpful—it’s crucial to be able to maximize the success of your practice. But how you do define the right […]
Finding the Right Centers of Influence to Grow Your Practice – The Preeminent Financial Advisor Podcast – Episode 57
Finding the Right Centers of Influence to Grow Your Practice – Episode 57 Centers of influence—such as CPAs, estate planning attorneys and other financial and legal professionals—are the single best source of affluent referrals for top advisors. For many years, our research has shown that to be true. And recently, when we brought together a […]
Straight From the Affluent: 7 Key Findings From Our HNW Investor Panel – The Preeminent Financial Advisor Podcast – Episode 56
Straight From the Affluent: 7 Key Findings From Our HNW Investor Panel – Episode 56 At our most recent mastermind event, we assembled a panel of affluent individuals, each with a net worth of at least $5 million. In front of 150 financial advisors, we asked them about how they invest, their impressions of their […]
Defeat The Time Assassins That Are Killing Your Momentum – The Preeminent Financial Advisor Podcast – Episode 55
Defeat The Time Assassins That Are Killing Your Momentum – Episode 55 Every advisor I speak with wishes that they had more time. But the truth is, it’s not just about the number of hours in a day—it’s about how we use them. For elite advisors, capacity is everything. Building capacity allows you to serve […]
The Fractional General Counsel: A Key Member of an Elite Advisor’s Team – The Preeminent Financial Advisor Podcast – Episode 54
The Fractional General Counsel: A Key Member of an Elite Advisor’s Team – Episode 54 When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors’ teams is a fractional general counsel who works with entrepreneur clients. This week, Koby Wilbanks, founder of […]
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 […]