Australia
Brazil
Canada
Germany
India
Ireland
Japan
Mexico
New Zealand
Philippines
South Africa
United Kingdom
The Efficient Advisor: Tactical Business Advice for Financial Planners
Similar topics: advisor and advisors
Business
The Preeminent Advisor Audio Podcast
by CEG Worldwide and CEG Insights
Recently ranked · United States
Last recorded placements from this show’s chart history. These are not current rankings.
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
If you like The Preeminent Advisor Audio Podcast, try…
The Modern one Business Show
Also in Marketing
The Start Up Support Surgery
Also in Marketing
My Daily Business Podcast
Also in Marketing
Optimal Work Daily - Career, Productivity and Entrepreneurship
Also in Marketing
Ranking history · United States
No ranking history for this show in United States over the last 14 days.
Latest episodes
-
From Operator to Architect: How to Stop Producing and Start Leading – Episode 75
October 13, 2026 · 33 minFinancial advisors are often brilliant at helping their business owner clients build real enterprise value and create companies that can run well without them being involved in all the day-to-day activities. It’s strange, then, that so…
-
Give Your Clients a Financial Flight Plan – Episode 74
September 29, 2026 · 19 minThe review meeting is something that every financial advisor does. But CEG Insights’ latest research suggests it may be one of the most under-leveraged growth tools in wealth management. The reason: Your clients want a different…
-
Give Feedback That Inspires, Not Alienates – Episode 73
September 15, 2026 · 35 minJust about every financial advisor will tell you they have an organization that values feedback. But in practice, providing feedback often goes poorly for the giver as well as the receiver. That’s because feedback is often delivered more…
-
Is Your Technology Truly Client-First? – Episode 72
September 1, 2026 · 28 minWhile technology is both ubiquitous and vital to running your financial advisory practice, your clients’ views on that technology—what they want and don’t want from it—could be very surprising to you. That’s the conclusion of CEG…
-
Give Entrepreneur Clients What They Really Want – Episode 71
August 18, 2026 · 37 minIt’s well known that successful, driven entrepreneurs can be the best clients for financial advisors today. High-net-worth business owners have both substantial assets and complex needs that require high-quality expertise. Trouble is, far…
Show 7 more episodesShow fewer episodes
-
Building a Professional Network That Clients Can’t Live Without – Episode 70
August 4, 2026 · 32 minWhen a high-net-worth client comes to you with a major life event—a business sale, a significant estate question, or maybe a liability exposure they hadn't thought about—what happens next? Do you recognize the full opportunity in that…
-
Why Would Anybody Choose to Work With You? – Episode 69
July 21, 2026 · 27 minWe see it all the time—financial advisors who are incredibly skilled and dedicated to their clients, but who come across like virtually every other advisor in the business. These financial advisors may be exceptional at their job, but…
-
Stop Hunting. Start Harvesting: Your Biggest Growth Opportunity is Already In Your Book of Business – Episode 68
July 7, 2026 · 26 minMost financial advisory firms pour an immense amount of resources into hunting for new clients—refreshing their branding and implementing new marketing strategies to capture new households. That’s not a bad approach to business…
-
Thrive Through Transition: The Power of Clarity, Confidence, and Commitment to Change – Episode 67
June 23, 2026 · 34 minWatch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.
-
Rediscovery: A Process to Maximize Your Existing Client Relationships – Episode 66
June 9, 2026 · 34 minThe 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…
-
Explore & Discover: Two Key Action Steps for Working With Top Centers of Influence – Episode 65
May 26, 2026 · 42 minInstead, 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…
-
What $25 Million Clients Want—and Why Every Advisor Should Pay Attention – Episode 64
March 24, 2026 · 15 minWe 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…
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.