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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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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 c ...
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D&AD represents global creative, design and advertising communities and celebrates brilliance in commercial creativity. Recently launched: Make and Break from D&AD’s New Blood Academy in conjunction with WPP is perfect for anyone looking to kick-start their creative career or who is interested in the creative industries generally. Presented by Naina Sethi, each episode sees industry leaders and New Blood participants discuss a different topic related to creativity including Storytelling, Aut ...
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“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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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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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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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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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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In today’s world, where it’s challenging for investors to differentiate between various financial services providers, standing out requires more than just getting good returns on investments. What makes you different in the eyes of affluent prospects and clients is how well you can help people achieve what truly matters to them in life, beyond reac…
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We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue specific goals without worrying about their financial health. One of the many factors that can pl…
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The fact is, “being rich” is no longer enough for most clients. Today, success involves a lot more—including personal and professional achievement, a sense of happiness and a larger purpose. What’s more, the definition of a highly successful life can vary greatly depending on whether the client sitting across from you is a baby boomer, a Gen-Xer or…
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There is one thing you can start doing right away to ensure that you fully understand what’s important to your clients, communicate proactively and build greater trust with them. It’s called the discovery process, and it’s designed to help advisors develop a very deep and thorough understanding of their clients so they can ultimately create a total…
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Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues might negatively impact their sense of financial security. That means you’…
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FACE THE FACTS To see just how important wealth management is to affluent clients, consider research by CEG Insights that assessed the impact that offering comprehensive wealth management services has on client loyalty: 77% of clients with $1 million to $5 million in investable assets say that getting wealth management services from their advisor h…
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The next 12 to 36 months may very well be the best time that advisors will ever see in their career to really transform their business by taking on a significant number of higher net worth clients. The reason: A truly shocking number of affluent investors are either actively looking to work with new advisors or are highly open to the idea of switch…
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“Ask and you shall receive” is one of those lessons that so often ends up being true in life. For financial advisors, it’s advice that can go a long way toward building much greater client loyalty and attracting lots of additional assets. Trouble is, most advisors don’t ask their clients about important details that could mean a stronger business a…
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The levels of confusion and volatility that advisors’ clients are experiencing today are off the charts. High inflation that hasn’t been seen in decades, rapidly rising interest rates, concerns about the health of the entire banking sector, the ongoing war in Ukraine—the list goes on and on. Many investors—particularly younger ones—have never had t…
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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? We created The Preeminent Financial Advisor Podcast to help you accomplish those key goals. Simply put, preeminent means surpassing all others. We want to help y…
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Strong design for products, services and digital platforms can not only increase a company’s value but also produce iconic pieces. The parameters keep changing, from increasing consumer expectations to instant access brought on by the internet. So how does design keep up? What makes a piece of design truly stand out? Listen now to the panel discuss…
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How does storytelling capture the minds and hearts of an audience? In a world where we are exposed to more and more creative work, how do we create content that stands out? The panel discusses what makes a pencil-winning piece of work, how it is judged and what the future holds. Matt Alagiah from It's Nice That moderates the discussion with Alice C…
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How does craft add to the impact of print and digital advertising? What are the most effective examples of craft this year? Join judges as they discuss what makes a pencil-winning piece of work, the impact craft has, how it is judged and the future of craft in advertising.Recorded at D&AD Festival in London.*For 58 years D&AD has stimulated and cel…
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From interactive, experiential events to products and services, brands are successfully connecting with consumers on a human level. The use of data, AI, and other tools is becoming more prominent; will this aid or hinder this human touch? In this session Kate Dawkins (Kate Dawkins Studio), Jo Barnard (Morrama), Jon Biggs (MediaMonks) and Greet Jaan…
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2020 Podcast Predictions. And...What does it mean to have a hit movie...on Netflix? Plus, rants and raves on Guy Kawasaki, Sam Harris, Julia Roberts, and more! Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media. Sources: https://blog.pacific-content.com/20-podcast-predictions-for-2020-from-top-in…
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Is Apple TV+ in trouble already? And...Franchises falling - Terminator and The Shining. Plus, rants and raves! Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media. Sources: https://www.thewrap.com/why-apple-tv-cant-compete-against-netflix-and-disney-without-a-friends-or-seinfeld/ https://www.forbe…
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Your favorite brands have lost their luster. And...Goodbye streaming video, hello TV! Plus rants and raves about the homemade University of Tennessee t-shirt that became a phenomenon and the ice cream truck "anti-influencer" that makes Instagram "stars" pay double. Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really…
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Nielsen says Radio listenership remains strong. Bueller? Bueller?. And...Are real fake influencers more influential than fake real influencers? Plus rants and raves about the "Poop Museum," why some critics think "The Lion King" movie shouldn't exist, the endless stream of "Halloween" movies, and how easy it is to create an "iHeartRadio-type multim…
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George Coffey (Head of Motion/Animation, Jelly) and Chris Page (Owner, Jelly)discuss how KITCHEN is helping illustrators represented by Jelly create animations from their work. Whether working from storyboards with animation in mind, or animation-ready artwork, KITCHEN share their guide.Bởi D&AD
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Mike McGee, Chief Creative Officer and co-founder of Framestore, is taking us through the history of the studio. From the Guinness Surfer to the Oscar-winning Gravity, and the latest immersive brand experiences, find out how their vast experience and unique outlook is winning them a reputation, and awards, across genres.Recorded at New Blood Festiv…
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Podcasting is NOT the new blogging. And...Will there ever be another Game Of Thrones-sized hit? Plus rants and raves about what happens when your Star Wars podcast attracts the attention of Luke Skywalker, himself. And more. Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media. Sources: https://www…
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Disney and the future of TV. And...Has Apple poisoned Netflix? Plus rants and raves about the fallout of Dunkin's decision to banish "Donuts" from its name and the phenomenon of "niche-ification." Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media. Sources: https://stratechery.com/2019/disney-and…
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Prediction: Big media will have its hands full with Netflix. And Spotify and Gimlet and Anchor, oh my! Plus, rants and raves on "grit" and pop up service apps like Recharge (hotel-by-the-minute), Popup (ephemeral coffee shops), and Breather (on-demand private workspaces). Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's…
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2019's media predictions. And...Amazon's new ad strategy: Free samples! Plus, rants and raves on a platform for foodies that allows you to interact with and buy from your favorite chefs and the frightening declines in traditional radio listening. Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media…
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Overpriced shoes? A Hail Mary "Payless." And... Will malls look more like...towns? Plus, rants and raves on Youtube "Superwoman" Lilly Singh, Capital One Cafe's, and personalized celebrity videos from Cameo.com. Brand Authority Tom Asacker and Media Strategist Mark Ramsey go inside what's really happening in media. Sources: https://www.cnn.com/2018…
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Thanks to the project 'Futures' led by D&AD in collaboration with BETC Paris, C de C Spain and the support of the 'Creative Europe' programme of the European Union, we hosted a wonderful night in Paris to share our latest 'Trend Report' and discuss disruption in the industry.For the first time ever, two industry heavyweights, Nick Law (Publics Grou…
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