What do the affluent really look for in a financial advisor? If you knew the answer to that question, you could focus your prospecting and marketing efforts on the areas that really matter—and attract more than your fair share of new wealthy clients.

The good news: We surveyed some 1,500 investors—the majority of whom have at least $1 million dollars of net worth—and they revealed that factors that are most important to them when choosing a new financial advisor.

Let’s find out!

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

As a financial advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent?

CEG Insights recently interviewed some 1,200 investors—more than 1,100 of whom have at least $1 million dollars of net worth—about what’s got them worried.

Let’s find out!

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

As a financial advisor, you don’t need us to tell you that in order to effectively serve high affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their financial wealth.

If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve got some key answers for you, based on CEG Insights’ latest survey of more than 1,250 wealthy individuals—roughly 80% of whom have more than $1 million dollars of net worth (excluding the value of their primary residence).

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Here are six essential strategies for financial advisors engaging these next-gen clients and setting yourself up to win their business. 

For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal with that wealth, and are very interested in working with financial advisors who can help them navigate the process. 

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.

Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:

• Millennials represent the largest age demographic category—they are the clients of the future.

CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Financial advisors today understand the importance of having a great team in place to support them and grow their practice. Unfortunately, many of those advisors don’t know how to build such a team.

That’s because they’re essentially “accidental CEOs.” They didn’t become advisors to hire and motivate employees, but they find themselves needing to do exactly those things in order to achieve the success they seek.

Being an accidental CEO can lead to challenges and problems that hold advisory practices back. The good news: There are steps you can take to transform your team all the way to pinnacle of success—the dream team.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be).

With that in mind, here’s a research-based look at how advisors view the strength and importance of their teams.

Spoiler alert: There are many areas of opportunity for advisors to build better teams—and, by doing so, achieve a much higher level of success.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now.

• Many entrepreneurs are seriously considering switching their current primary advisors.

Here’s how to take advantage of affluent entrepreneurs’ dissatisfaction with their current advisors and their desire to work with professionals who can take a holistic approach with them.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Top research firm, CEG Insights recently surveyed more than 1,600 affluent entrepreneurs in various industries (including professional services, retail and manufacturing). Here’s what we learned—and what our findings could mean to the future of your practice.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Wealth managers! How aggressively do you need to incorporate leading-edge tech into your financial advisory practice? Here’s what clients are saying about their interest in AI and similar tech when it comes to their financial lives.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.