As a member of the Consortium underwriting our research, you have full license to use our comprehensive thought leadership tools. These tools are ready for your keynote presentations, articles, webinars, podcasts and for training your financial advisors. Boost visibility, drive engagement, and position yourself as a thought leader in wealth management mastery. Leverage these tools, built from our key findings, to translate research into actionable steps and accelerate your journey toward your net organic growth goals. Citing CEG Insights when using these resources fulfills your obligation and reinforces the authority and credibility of your communications.

Step into the exclusive circle of the Founders' Club and unlock your membership to the Wealth Management Consortium. This isn't just a membership—it's a launchpad for collaboration, innovation, and organic growth in the wealth management industry.

As a Consortium member, you become part of a dynamic community that convenes monthly for virtual Consortium strategy sessions. These sessions are your platform to discuss the latest research, share success stories, and learn from the experiences of your peers. You'll also have a voice in guiding future research, ensuring it remains relevant and beneficial to your needs.

Your membership equips your executive team and financial advisors with the insights they need to excel. You'll gain access to our Wealth Management Mastery Series studies and thought leadership tools, empowering your team to stay abreast of industry trends and best practices.

In 2024, we're taking our collaboration to the next level with a two-day Wealth Management Consortium conference. This event will provide an unparalleled opportunity for networking, learning, and strategic discussions.

The Wealth Management Consortium is more than a membership—it's a partnership in growth and success. So, secure your place today and join a community of leaders committed to driving success in the financial services industry.