The Preeminent Advisor Audio Podcast

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 it also is to your high-net-worth clients—or what they want to see from you in this crucial area of their financial lives.

With that in mind, CEG Insights surveyed more than 1,300 investors—84% o...

It’s essentially impossible for financial advisors to build top practices by themselves. You’ve got to surround yourself with the right people, and put them in the right roles, to truly elevate your business. That goes double if your goal is to build a world-class advisory business and reach the pinnacle of financial advisor success.

You surely don’t need me to tell you how difficult it can be to hire, train, motivate and retain gr...

Between financial advisors and affluent clients social media defies conventional wisdom about digital engagement. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning.

With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how y...

We know what financial advisors want for a website in 2025.  Technology has become an essential part of investors’ lives across virtually all generations. Whether they’re Boomers, Xers, Millennials or Gen Zers, your clients likely expect you to provide them with tech that they can access to make their lives easier. Fail to do so adequately and you face the real risk of losing them to advisors with better capabilities.

With that in...

One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth.

One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. Positioning your practice to attract these investors can be a key driver of your success going forward.

Watch, read or listen to find out more on our website for t...

As a focused financial advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth.

CEG Insights surveyed 350 households that had $25 million or more in net worth, not including the value of their primary residence. Some of the key findings include...

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide....

The most successful financial advisors in the industry—those generating a net income of more than $1 million annually—do things differently than their peers. The fact is, we found that the top-earning advisors today are implementing a few key best practices that are empowering them to raise their game and achieve truly exceptional financial results.

The good news: You can adopt their strategies and enhance your own results. Here’s ...

Financial advisors have tremendous opportunities to demonstrate to HNW prospects that you can add real value to their financial lives and to the lives of the people they care about most.

There’s a perception out there that affluent clients are being well served by their existing financial advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects.

Gu...

What do the affluent really look for in a financial advisor? If you knew the answer to that question, you could focus your prospecting and marketing efforts on the areas that really matter—and attract more than your fair share of new wealthy clients.

The good news: We surveyed some 1,500 investors—the majority of whom have at least $1 million dollars of net worth—and they revealed that factors that are most important to them when c...

As a financial advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent?

CEG Insights recently interviewed some 1,200 investors—more than 1,100 of whom have at least $1 million dollars of net worth—about what’s got them worried.

Let’s find out!

Watch, read or listen to find out more ...

As a financial advisor, you don’t need us to tell you that in order to effectively serve high affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their financial wealth.

If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve got some key answers for you, based on CEG Insights’ latest survey of more than 1,250 wealthy individuals—...

Here are six essential strategies for financial advisors engaging these next-gen clients and setting yourself up to win their business. 

For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal with that wealth, and are very interested in working with financial advisors who can help them navig...

It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.

Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:

• Millennials represent the largest age demographic category—they are the clients of the future.
• Millennials are heading toward their prime earning years, professionall...

Financial advisors today understand the importance of having a great team in place to support them and grow their practice. Unfortunately, many of those advisors don’t know how to build such a team.

That’s because they’re essentially “accidental CEOs.” They didn’t become advisors to hire and motivate employees, but they find themselves needing to do exactly those things in order to achieve the success they seek.

Being an accidental...

Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be).

With that in mind, here’s a research-based look at how advisors view the strength and importance of their teams.

Spoiler alert: There are many areas of opportunity for advisors to build better team...

Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now.

• Many entrepreneurs are seriously considering switching their current primary advisors.
• These entrepreneurs aren’t happy with the overal...