The Preeminent Advisor Audio Podcast

What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading coaching and consulting firm for financial advisors that want to move up market and work with higher net-worth clients. Ultimately, The Preeminent Financial Advisor Audio and Video Podcast Series will show you how to race up the hierarchy of advisor success—and truly play to win.