The Preeminent Advisor Audio Podcast

Hosted by CEG Worldwide and CEG Insights

Business Entrepreneurship

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Jun 2026

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About the show

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.

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60 recent

June 9, 2026Episode 6633 min

Rediscovery: A Process to Maximize Your Existing Client Relationships – Episode 66

The biggest growth opportunity in your practice may not be “out there” somewhere among new potential clients. It could already exist in your current book of business—the top clients you already serve. We all know wallet share is a key driver of growth. But how to capture more of it? The key is rediscovery—a process that essentially helps you get to know your clients all over again so you can identify opportunities to deliver new types of value to them, capture additional assets and generate significant revenue growth. Existing client rediscovery can empower you to boost your revenue in five key ways. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

May 26, 2026Episode 6542 min

Explore & Discover: Two Key Action Steps for Working With Top Centers of Influence – Episode 65

Instead, you need to be selective by identifying a small handful of top COIs who can really help you grow your practice and who also can benefit by associating themselves with you. To hone in on potentially ideal candidates—and avoid wasting too much time on people who don’t fit the bill—CEG Worldwide’s Elite Advisor Strategist Jonathan Powell recommends that advisors have two meetings with the COIs who end up on their short list. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

March 24, 2026Episode 6414 min

What $25 Million Clients Want—and Why Every Advisor Should Pay Attention – Episode 64

We know what investors with $25 million in net worth want from their advisors. If you serve that cohort of ultra-high-net-worth individuals, or aspire to work with this group, you’ll want to know, too. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

March 10, 2026Episode 6347 min

Overcome the Blind Spots That Are Hurting Your Business – Episode 63

As financial advisors we all have blind spots—assumptions we don’t question and habits and behaviors we don’t see. As financial advisors, our blind spots can cause big problems with clients, prospective clients, employees and even other professionals we work with such as CPAs. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

February 24, 2026Episode 6231 min

Get Your People on the Path – Episode 62

Most financial advisory teams want growth, but many of their best people are quietly wondering, "What is my future here?" They show up, work hard and care about clients. But their path forward within the firm is vague, with no clear next role. When that happens, you get disengagement, quiet job searches and rising stars who walk out the door just when you need them most—career pathing is how you flip that script. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

February 10, 2026Episode 6132 min

Be Ready to Lead When Big Life Transitions Impact Your Clients – Episode 61

You want to be in a position to both retain the assets of existing clients who experience life transitions and attract new clients who are going through big life changes and seeking higher-quality advice than they’re currently getting. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

January 27, 2026Episode 6040 min

Hire the Best, Avoid The Rest – Episode 60

With all the money that’s in motion these days, many financial advisors are feeling the pressures that can accompany a growing client list. To ease those pressures, they often hire the first person who is both available to work for them and who they think may be “good enough.” In short, they fill an empty seat as fast as they can. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

January 13, 2026Episode 5923 min

5 Ways to Win the Battle for Clients’ Assets and Loyalty – Episode 59

The battle for new assets and ongoing loyalty isn’t going to be won based on the investment results you deliver. Instead, the advisors who win will be those who become indispensable in their clients’ bigger-picture lives—and the lives of their clients’ heirs. That’s what we’ve concluded based on CEG Insight’s latest study of nearly 1,300 investors with a net worth of between $100,00 and $25 million. Going forward, there are five key imperatives that advisors should focus on: Become indispensable in life's defining moments. Advise for the 100-year life. Offer alternative investments and digital assets. Build relationships with the next generation. Navigate volatility and emotions. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

December 30, 2025Episode 5825 min

Is Your Team Clear About Their Roles? Are You Sure? – Episode 58

As your team grows, defining the roles and responsibilities your team members have is more than just helpful—it’s crucial to be able to maximize the success of your practice. But how you do define the right roles for each member of your team and ensure those team members have excellent clarity about their roles? For answers, we reached out to Kirk Hulett, CEG Worldwide’s managing principal of team solutions. For more than three decades, Kirk has guided elite financial professionals to transform advisory teams into high-performance engines. Here’s what he had to say about getting the right people in the right seats so they can help drive your practice to new heights. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

December 16, 2025Episode 5728 min

Finding the Right Centers of Influence to Grow Your Practice – Episode 57

Centers of influence—such as CPAs, estate planning attorneys and other financial advisors and legal professionals—are the single best source of affluent referrals for top financial advisors. For many years, our research has shown that to be true. And recently, when we brought together a panel of high-net-worth individuals and interview them, 90% told us they were introduced to their financial advisors by their CPA or attorney. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.