Artwork
iconShare
 
Manage episode 421029126 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 what advisors’ affluent clients want to know more about—and how they want those insights delivered.

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

  continue reading

46 episodes