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.

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 […]

What Your Clients Want From Life—Men Vs. Women Edition – The Preeminent Financial Advisor Podcast – Episode 9

What Your Clients Want From Life—Men Vs. Women Edition – Episode 9 We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue […]

Are You Prepared to Help Clients Live Their Best Life? – The Preeminent Financial Advisor Podcast – Episode 8

Are You Prepared to Help Clients Live Their Best Life? – Episode 8 As a financial advisor, you’re well aware that your clients want to achieve significant success in life. But here are a few questions to consider: Do you really understand what those clients want out of life? Do you know what “living their […]

Clients to Advisors: We Need to Talk About Our Relationship – The Preeminent Financial Advisor Podcast – Episode 7

Clients to Advisors: We Need to Talk About Our Relationship – Episode 7 Your clients think you’re terrific, right? And you’re certain that you’re giving them a client experience that means they’ll stay loyal and tell all their affluent friends about you? Not so fast. The fact is, far too many advisor-client relationships are in […]

Do You Know What’s Worrying Your Clients? Are You Sure? – The Preeminent Financial Advisor Podcast – Episode 6

Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6 Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues […]