CHAMPION ADVISOR SUCCESS
DRIVE LONG-TERM RESULTS
Empower your advisors with research-based strategies that attract HNW clients and fuel business expansion.
Drive Organic Growth, Attract
Top Advisors, and Elevate
HNW Client Value
At CEG Insights, we empower senior executives to accelerate long-term growth and success through:
01
Attracting and Empowering Top Financial Advisors
Leverage research-based strategies to ensure your advisors attract, serve, and retain the best talent.
02
Elevating Value for High-Net-Worth Clients
Equip your advisors to deliver exceptional service, helping them attract and retain affluent clients.
03
Cutting-Edge Insights for Sustained Growth
Keep your firm ahead with actionable research that drives organic growth and exceeds high-net-worth client expectations.
We’re committed to helping you navigate the competitive landscape and rise to the challenge more effortlessly and swiftly than you ever imagined.
Maximize Advisor Performance with Cutting-Edge Research
At CEG Insights, we partner with senior executives at leading financial services firms to help accelerate their success. Our three research series deliver practical, actionable strategies designed to enhance advisor performance, increase assets under management, and elevate the client experience for high-net-worth individuals.
In addition to these series, we offer our clients AI-powered navigators, leveraging custom OpenAI technology to help you instantly search across all the research you’ve subscribed to. This powerful tool delivers real-time, relevant insights, enabling quicker and more informed decision-making.
Our studies also come with an Advisor Playbook and a customizable PowerPoint presentation, allowing your team to create derivative works tailored to your firm’s strategies, marketing, recruiting, and other business needs.
HNW Investor Wisdom Series
Gain a deeper understanding of high-net-worth client expectations and deliver tailored solutions that build trust, loyalty, and lasting relationships.
Financial Advisor Mastery Series
Empower your top advisors with advanced strategies to enhance client engagement, optimize portfolio management, and drive exceptional growth.
Wealthy Elite Series
This exclusive series equips your firm with proven tactics to attract and retain ultra-high-net-worth clients, helping your advisors create transformative client experiences.
By harnessing these insights, you can position your firm for even greater success in today’s competitive wealth management landscape, opening up new opportunities for growth and advancement.
Shape the Future of Wealth Management at the CEO Summit
As a subscriber to the Wealth Management Mastery Series, you will receive an exclusive, complimentary invitation to the CEO Summit.
The CEO Summit is not just an event; it’s a pivotal force driving industry-wide transformation. By attending, you’ll join an elite group of visionaries actively shaping wealth management’s future.
As a key player in the Wealth Management Mastery Series, your presence at the CEO Summit is not just desired, it’s crucial. You’re not just attending but leading the way in creating and shaping the future of wealth management.
Foresight
Be the first to leverage cutting-edge insights that will reshape client relationships and drive exponential growth
Alliances
Create billion-dollar partnerships that redefine industry paradigms
Influence
Lead the charge in developing innovations that will become industry standards
Why Partner with Us?
At CEG Insights, we combine over 30 years of cutting-edge research with 20+ years of hands-on coaching through CEG Worldwide. This powerful combination equips senior executives with strategies that drive growth and attract, serve, and retain top financial advisors and high-net-worth clients.
Data-driven strategies
Empirical Research
30+ years of industry research.
Proven Methods
Based on coaching and training thousands of advisors annually.
Tailored Solutions
Customized strategies to fuel growth.
HNW Client Focus
Attract Affluent Clients
Equip advisors to source high-net-worth clients.
Serve with Excellence
Empower your teams to exceed expectations.
Retain HNW Clients
Proven strategies for client loyalty and retention.
Enduring Partnership
Long-Term Success
Committed to ongoing growth.
Collaborative Approach
A trusted partner on your journey.
Transform Your Firm
Ignite new levels of success.
Join us today to transform your firm, elevate advisor performance, and lead with excellence in attracting, serving, and retaining high-net-worth clients.
Empowering Senior Executives to Amplify Advisor Success
The success stories below showcase how advisors have achieved impressive growth and sustained it over time, becoming leaders in wealth management. Explore each story to see how these advisors have accelerated their success and created a lasting impact. Let their achievements inspire your firm’s next breakthrough.
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Discover how Taylor Ranker, leveraging CEG Insights, created a successful enterprise catering to high-net-worth individuals, with the recent trio of clients each averaging a net worth of $60 million.
Taylor Ranker
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Witness the transformative power of CEG Insights through the success story of Lisa Kirchenbauer, who has seen her firm’s revenue increase by nearly 20% annually.
Lisa Kirchenbauer
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Matt Nordmann’s innovative approach to serving high-net-worth clients through a Virtual Family Office, guided by the strategic insights from CEG.
Matt Nordmann
Are you ready to ignite organic growth, foster adviser loyalty, attract top-tier talent, and unlock your firm's full potential?
Join the elite executives leveraging CEG Worldwide’s proven strategies to supercharge their firm’s success. We’re committed to helping you
navigate the competitive landscape and rise to the challenge more effortlessly and swiftly than you ever imagined.