Best CEG Insights Podcasts (2025)

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Straight From the Affluent: 7 Key Findings From Our HNW Investor Panel – Episode 56 23:17

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5d ago23:17

23:17

Here are 7 lessons we learned from High-Net-Worth affluent individuals each with a net worth of at least $5 million Their comments were candid and sometimes surprising. But most of all, they were actionable for financial advisors. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.…

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Defeat The Time Assassins That Are Killing Your Momentum – Episode 55 29:22

20d ago29:22

29:22

Every advisor I speak with wishes that they had more time. The challenge: Too many advisors are plagued by what we call time assassins—hidden traps that quietly steal your productivity, energy, and growth. The good news: You can identify and eliminate those time assassins in your practice, freeing up your ability to build true capacity. Here’s a lo…

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The Fractional General Counsel: A Key Member of an Elite Advisor’s Team – Episode 54 43:19

1M ago43:19

43:19

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 Continuum Legal, shines some light on the world of fractional general counsels—what they do, who c…

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Win the Wallet—Smart Ways to Manage More of Your Clients’ Wealth – Episode 53 25:29

2M ago25:29

25:29

Growing your financial 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 financial advisors manage only a portion of what their clients have. And when life throws trigger events at your…

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The Wealth Management Meeting Process: Screen, Discover and Present like an Elite Advisor – Episode 52 29:56

2M ago29:56

29:56

By CEG Worldwide and CEG Insights

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Spotlight: Specialty Tax Planning For HNW Clients – Episode 51 27:37

3M ago27:37

27:37

The ultra-affluent sometimes need advanced tax mitigation and estate planning. Wealth managers having that expertise at the ready can be hugely important to helping both that client and your own bottom line. At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized…

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Protecting What Matters Most: Cybersecurity Strategies for High-Net-Worth Families – Episode 50 40:12

3M ago40:12

40:12

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five …

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Three Ways to Break Through to the Next Level of Success – Episode 49 22:29

3M ago22:29

22:29

CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top financial advisors in our industry doing that sets them apart and empowers them to succeed at such a high level? Here’s what we found—along with strategies to implement that can put you on a path to the next level of success. Watc…

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Show Up When Investor Confidence Falters – Episode 48 19:32

4M ago19:32

19:32

A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many financial advisors aren’t bothering to reach out to their clients at a time when those clients need your perspective, insights and reassurance. Failing to support …

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Top 4 Ways To Build a High-Performance Team – Episode 47 32:29

5M ago32:29

32:29

Great teams don't just happen--they are built with purpose. For elite wealth managers looking to scale to the next level, your next hire could be the hinge that swings open the door to exponential growth--or slams it shut. That's why the best in our profession don't leave team building to chance. They hire with precision, source with strategy, and …

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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46 51:01

5M ago51:01

51:01

For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…

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How Great Coaching Can Accelerate Your Success – Episode 45 37:46

6M ago37:46

37:46

Let’s be honest: Financial advisors are often very successful people who have figured out a lot of things on their own. But even top financial advisors can potentially build on and accelerate their success if they enlist the help of a coach. And certainly if you’re struggling, coaching can be vital. In our experience, coaching is the ignition switc…

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Three Big Reasons You Need AI in Your Wealth Management Practice – Episode 44 43:00

6M ago43:00

43:00

Artificial intelligence isn't the future of wealth management—it’s already here, shaking up our industry in ways we've never seen before. Financial 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 competition surges ahead. We see AI as even bigger …

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The Evolution of Wealth Management – Episode 43 35:20

7M ago35:20

35:20

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 important than ever that you are on the front edg…

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Seven Strategic Wealth Management Trends You Need To Know About – Episode 42 28:47

7M ago28:47

28:47

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 financial advisors who want to stay ahead. With that in mind, CEG Insights surveyed more than 2,500 affluent investors…

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How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41 21:48

8M ago21:48

21:48

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 any new, rapidly evolving technology, AI has its pros and cons—and its cheer…

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Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40 18:05

8M ago18:05

18:05

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 fina…

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Building Your Dream Team of Top Talent with Guest Kirk Hulett – Episode 39 47:47

9M ago47:47

47:47

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…

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Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38 23:11

9M ago23:11

23:11

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 s…

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Why Do Clients Think Your Technology Is Crummy? – Episode 37 20:59

10M ago20:59

20:59

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 f…

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You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36 29:12

10M ago29:12

29:12

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 yo…

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Two Ways To Attract $25-Million-Plus Clients To Your Door – Episode 35 26:40

11M ago26:40

26:40

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 …

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Three More Strategies Used By Today’s Million-Dollar Advisors – Episode 34 25:01

11M ago25:01

25:01

CEG Insights reveal three more strategies successful financial advisors use to generate amazing results. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.By CEG Worldwide and CEG Insights

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Why SOME Financial Advisors Earn More Than $1 Million A Year – Episode 33 29:57

12M ago29:57

29:57

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…

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The Wealthiest Individuals' Concerns—Beyond Investments – Episode 32 23:23

12M ago23:23

23:23

By CEG Worldwide and CEG Insights

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Wow! What Prospective Clients Care About More Than Anything Else – Episode 31 20:20

1y ago20:20

20:20

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 dolla…

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Wealth Managers Take Note! Here’s What’s Keeping the Affluent Up At Night – Episode 30 28:07

1y ago28:07

28:07

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—a…

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The Optimistic Affluent Investor – Episode 29 22:50

1y ago22:50

22:50

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 …

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Six Ways to Attract Next-Gen Wealth – Episode 28 17:24

1y ago17:24

17:24

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…

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Are You Taking Advantage of This Generational Shift? – Episode 27 25:01

1y ago25:01

25:01

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 th…

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Building a Dream Team for Long-Term Success – Episode 26 28:12

1y ago28:12

28:12

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 d…

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The Value of Your Team – Episode 25 26:15

1+ y ago26:15

26:15

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.…

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Capturing the Affluent Entrepreneur Opportunity – Episode 24 20:33

1+ y ago20:33

20:33

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…

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Attracting Affluent Entrepreneurs – Episode 23 25:52

1+ y ago25:52

25:52

Top research firm, CEG Insights recently surveyed more than 1,600 affluent entrepreneurs in various industries (including professional services, retail and manufacturing). Here’s what we learned—and what our findings could mean to the future of your practice. Watch, read or listen to find out more on our website for top financial advisors at CEGWor…

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How Important is AI to Your Future Success? – Episode 21 22:44

1+ y ago22:44

22:44

Wealth managers! How aggressively do you need to incorporate leading-edge tech into your financial advisory practice? Here’s what clients are saying about their interest in AI and similar tech when it comes to their financial lives. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.…

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Top 10 Tech Tips for Wealth Managers Today – Episode 22 30:32

1+ y ago30:32

30:32

We’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI. Tak…

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Is Your Tech House in Order? – Episode 20 22:21

1+ y ago22:21

22:21

Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order. With that in mind, here’s a look at some of the ways today’s aff…

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Harness Your Online Presence – Episode 19 26:52

1+ y ago26:52

26:52

Here’s a look at affluent affluent investors’ latest attitudes about some key technologies—and the potential implications of those attitudes on your financial advisory practice. There’s no question that many affluent investors are increasingly turning to technology as an essential part of their investment journey. That means they’re looking to you—…

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Teach Your Clients Well – Episode 18 33:26

1+ y ago33:26

33:26

As an advisor, your expertise and the ability to communicate that expertise to your clients are some of the biggest areas of value you bring to the table. In fact, one CEG Insights survey found that more than 90% of clients say that getting educated on financial topics by their advisor is valuable or beneficial. With that in mind, here’s a look at …

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The Crucial Role of Technology-Enhanced Client Communication – Episode 17 24:10

1+ y ago24:10

24:10

Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however. Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients and prospects. The right ones for you…

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The Importance of Legacy Planning For Your Clients—And Your Practice – Episode 16 32:01

1+ y ago32:01

32:01

Many of your affluent clients and prospects are thinking more and more about legacy these days—specifically, how they can transfer not just assets but also their values and beliefs to their heirs. For your clients to be able to preserve their wealth and use it purposefully across generations, you should effectively engage them—and, importantly, the…

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The Growing Demand for Virtual Family Office Services – Episode 15 23:57

1+ y ago23:57

23:57

“If you build it, they will come.” No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO). Our latest research strongly suggests that offering a VFO experience to the right clients will constitute a major growth engine for adv…

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HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14 29:04

1+ y ago29:04

29:04

The fact is, far too many of these highly affluent investors are not getting—or don’t recognize they’re getting—important services that could add tremendous value to their lives. Nor are they enjoying the benefits that come when those services work in concert with each other to deliver better, more comprehensive outcomes. Financial advisors today h…

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To Attract the Ultra-Wealthy, Partner With Them – Episode 13 36:00

1+ y ago36:00

36:00

The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re involved in “steering the ship” as they seek to build an…

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Is AI Taking Over Casinos 1:28:41

2y ago1:28:41

1:28:41

Is AI Taking Over Casinos

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How Dealers are Losing you Money 1:46:02

2y ago1:46:02

1:46:02

How Dealers are Losing you Money

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What It Takes to Serve the Ultra-Wealthy – Episode 12 26:58

2y ago26:58

26:58

Some of you reading this—maybe even a lot of you—don’t have any clients with a net worth of $25 million or more. Others might have one or two of these ultra-wealthy clients, but they’re outliers rather than the focus of your business model. There’s no law saying you have to serve the ultra-wealthy, of course. If you’re happy and successful serving …

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How Vegas Is Getting too Expensive 58:48

2y ago58:48

58:48

Exactly what the title says

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More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11 24:04

2y ago24:04

24:04

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 also helping your clients build a life of deep personal significance and meaning? It turns out, you stand to …

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When I Survived the Trip back to America (Story) 1:16:12

2y ago1:16:12

1:16:12

Story Time