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CEG Insights' Founders Club: Join the Top 100 Leaders in Financial Services

SAN MARTIN, Calif. — June 29, 2023 — CEG Insights, the financial services powerhouse formed from the merger of Spectrem Group and CEG Worldwide's research team, is excited to announce the inauguration of the Founders Club. This elite circle, limited to just 100 corporate members, is more than a mere membership — it's a springboard for innovation, collaboration and organic growth in the wealth management industry.

John Bowen, CEO of CEG Insights, underscores the exclusivity of the Founders Club, stating, "The Founders Club is not just a membership — it's also a partnership in growth and success. This exclusive community, limited to only 100 corporate members, provides a unique platform for financial services executives to access a wealth of insights and resources that will propel their success in the industry."

As privileged members of the Founders Club, financial services executives join a dynamic community that convenes monthly for Virtual Consortium strategy sessions. These sessions offer a platform to discuss the latest research, share success stories and learn from peers' experiences. Furthermore, members have a unique opportunity to influence future research, ensuring it remains relevant and beneficial to their needs.

Membership in the Founders Club also grants access to the Wealth Management Mastery Series studies. This comprehensive program empowers executive teams and their financial advisors with the insights they need to excel. The series focuses on three core areas:

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.

Secure your place today in this exclusive community of leaders committed to driving success in the financial services industry. Take advantage of this unique opportunity to join the ranks of the top 100 leaders in financial services and shape the future of wealth management.

For more information about CEG Insights and its comprehensive suite of solutions, go here.

Contact:

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

2023

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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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