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CEG Insights Launches Wealth Management Mastery Series, Empowering Financial Institutions to Drive Organic Growth and Excel in the High-Net-Worth Market

SAN MARTIN, Calif. — July 5, 2023 — CEG Insights, the powerhouse resulting from the merger of Spectrem Group and CEG Worldwide's research team, is thrilled to unveil its highly anticipated Wealth Management Mastery Series. This groundbreaking program equips senior financial services executives with the knowledge and strategies to drive organic growth and excel in serving high-net-worth clients.

Built on cutting-edge research and actionable insights, the Wealth Management Mastery Series addresses affluent clients' evolving needs and preferences. Financial institutions now have an unprecedented opportunity to leverage this program to attract and retain wealthy clients through their financial advisors, positioning themselves for remarkable success.

John Bowen, CEO of CEG Insights, emphasizes the significance of the Wealth Management Mastery Series, stating, "Our program provides financial services institutions with forward-thinking strategies tailored to their financial advisors high-net-worth clients, enabling extraordinary organic growth. It equips executives and advisors to navigate the complexities of the wealth management landscape and deliver exceptional service."

High-Net-Worth Investor Wisdom: Gain invaluable insights into affluent clients' preferences, concerns and expectations, allowing you to tailor your services and build long-lasting loyalty.
Financial Advisor Mastery: Discover and implement the best practices of top-performing wealth managers, empowering your advisors to attract and retain affluent clients.
The Wealthy Elite: Stay ahead of the curve by exploring the latest trends among entrepreneurs and the ultrawealthy, equipping your advisors with innovative solutions for this exclusive client base.

CEG Insights' Wealth Management Mastery Series offers financial institutions a unique opportunity to elevate their strategies and thrive in the high-net-worth market. Join the ranks of industry leaders who are revolutionizing the way.

Contact:

Robin Black
Managing Principal of Strategic Partnerships
CEG Insights, LLC
rblack@ceginsights.com
(888) 398-7298

2023

Press Release: How Advisors Can Drive Organic Growth by Empowering Investors’ Best Lives (Published: August 7, 2023)

Press Release: Unleashing the Power of Organic Growth: Ten Key Drivers for Financial Advisors (Published: July 19, 2023)

Press Release: Weathering the Financial Storm: Empowering Financial Advisors to Excel with Wealthy Clients (Published: July 12, 2023)

Press Release: Empowering Financial Institutions for High-Net-Worth Success (Published: July 5, 2023)

Press Release: Join the Top 100 Leaders in Financial Services(Published: June 29, 2023)

Press Release: Revolutionizing Wealth Management Through Merger Synergy (Published: June 27, 2023)

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Cutting-Edge Affluent Research and Advisor Best Practices for Driving Results

High-Net-Worth Investor Wisdom

Weathering the Financial Storm: Empowering Financial Advisors to Excel with Wealthy Clients provides valuable insights into what high-net-worth individuals want and need when it comes to wealth management services. The study also provides a roadmap for financial advisors to meet and exceed these expectations, allowing them to build strong relationships and drive significant business results. With its detailed examination of the attitudes and behaviors of the affluent, this study is invaluable for staying ahead of the curve and helping your advisors succeed in today's competitive wealth management industry.

Get invaluable insights into the expectations and needs of high-net-worth individuals with Wealth Management Success. This in-depth study will be released May 2023, and can be purchased for $9,500.

The Journey to Financial Success: A Guide to Understanding and Achieving Investors' Goals and Aspirations provides a deep understanding of clients’ goals and aspirations, along with how advisors can communicate effectively with them to help them achieve their financial goals. Through its exploration of the latest trends and best practices, this study also provides a blueprint for financial advisors to create customized wealth management solutions aligned with their clients’ goals and expectations. Armed with this information, you can ensure that your advisors can meet their client's changing needs and build trusted, long-lasting relationships that achieve clients’ most important goals.

Gain a deep understanding of clients' goals and aspirations with The Journey to Financial Success. This comprehensive study, priced at $9,500, will be released July 2023.

The Future of Wealth Management Technology: Addressing Investors' Expectations for Online Platforms explores the changing landscape of wealth management technology and its role in meeting affluent clients' expectations. The study takes an in-depth look at the latest trends and advancements in online wealth management platforms and assesses the benefits and limitations of each. By spotlighting the current and future state of wealth management technology and evolving needs of investors, this study equips you and your advisors with the knowledge and insights you need to remain competitive and meet the ever-growing expectations of clients.

Stay ahead of the curve with the Future of Wealth Management Technology. This comprehensive study, priced at $9,500, will be released December 2023.

The Wealthy Household Portfolio: Insights on Asset Allocation Trends and Changes provides a comprehensive look at the current asset allocation landscape for affluent households. It offers in-depth insights into the asset allocation strategies of the wealthy, including recent changes in asset allocation trends such as the shift toward alternative investments and the impact of global events on portfolio composition. This study will keep you and your advisors current on the investment preferences of the affluent—information that is crucial for advisors to effectively address their client's investment goals and stay ahead of their competition.

Get a comprehensive look at the current asset allocation landscape for affluent households with The Wealthy Household Portfolio. This in-depth study, priced at $9,500, will be released February 2024.

Cutting-Edge Affluent Research and Advisor Best Practices for Driving Results

Financial Advisor Mastery

The Advisor's Playbook: An In-Depth Look at the Practices and Approaches of High-Performing Financial Advisors examines key strategies of leading advisors, from attracting and retaining affluent clients to building successful wealth management practices. The study also provides detail on the critical characteristics of top advisors, including their communication and relationship-building skills, their ability to adapt to change and stay up to date with the latest trends, and how they gain deep understanding of the needs and expectations of their clients. With this study in hand, you will be equipped to help your advisors achieve even higher success in our highly competitive industry.

Discover the strategies and methods used by the most successful financial advisors with The Advisor's Playbook. This in-depth study, priced at $12,500, will be released May 2023.

The Wealth Management Divide: Addressing the Gap between Investors' Expectations and Advisors' Services explores the challenges faced by financial advisors in meeting the evolving needs and expectations of affluent clients. The study provides in-depth insights into the critical issues investors and advisors face and actionable recommendations for closing the gap and improving the wealth management experience. With a focus on best practices and innovative approaches, it’s an essential resource for anyone looking to better understand the wealth management landscape and opportunities for growth and improvement.

Explore the challenges faced by financial advisors in meeting the changing needs and expectations of affluent clients with The Wealth Management Divide. This comprehensive study, priced at $12,500, will be released November 2023.

Cutting-Edge Affluent Research and Advisor Best Practices for Driving Results

The Wealthy Elite

Attracting and Retaining the Ultra-Wealthy: A Study of Investor Habits, Attitudes, and Advisor Relationships delves into this demographic's unique challenges and expectations and offers insights into the most effective strategies for attracting and retaining these high-net-worth clients. In addition, the study provides valuable information on building solid and lasting relationships with ultra-wealthy investors along with a roadmap for advisors to deliver the level of service and expertise that these clients demand. Whether advisors are looking to better understand the ultra-wealthy market or want strategies to expand their wealthy client base, Attracting and Retaining the Ultra-Wealthy is a must-read for advisors aiming to grow their success by serving affluent clients extremely well.

Explore the unique financial goals of the ultra-wealthy with Attracting and Retaining the Ultra-Wealthy. This in-depth study, priced at $25,000, will be released July 2023.

Wealth Creation for Entrepreneurs: Analyzing the Advisor-Client Dynamic in Building Personal Wealth delves into the challenges, opportunities and best practices in working with entrepreneurs and business owners. In addition, the research provides insights into how financial advisors can better attract and serve these clients to help them achieve their wealth-creation objectives. The study is a valuable resource for financial services executives and advisors looking better to understand the dynamics of this vital client segment and to enhance their value proposition—all while supporting entrepreneurs on their journey to financial success.

Explore the unique financial goals and needs of entrepreneurs and business owners with Wealth Creation for Entrepreneurs. This in-depth study, priced at $25,000, will be released December 2023.

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