Between financial advisors and affluent clients social media defies conventional wisdom about digital engagement. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning.

With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how you might better navigate this landscape.

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

We know what financial advisors want for a website in 2025. 

With that in mind, consider some key steps you consider when it comes to ensuring your website tech and resources are helping—not hurting—your client acquisition and retention efforts.

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

One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth.

One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. Positioning your practice to attract these investors can be a key driver of your success going forward.

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

As a focused financial advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth.

CEG Insights surveyed 350 households that had $25 million or more in net worth, not including the value of their primary residence. Some of the key findings include...

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CEG Insights reveal three more strategies successful financial advisors use to generate amazing results.

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The most successful financial advisors in the industry—those generating a net income of more than $1 million annually—do things differently than their peers. The fact is, we found that the top-earning advisors today are implementing a few key best practices that are empowering them to raise their game and achieve truly exceptional financial results.

The good news: You can adopt their strategies and enhance your own results. Here’s how to get started.

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Financial advisors have tremendous opportunities to demonstrate to HNW prospects that you can add real value to their financial lives and to the lives of the people they care about most.

There’s a perception out there that affluent clients are being well served by their existing financial advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects.

Guess what? It’s just not the case. In fact, there are some major gaps in wealth planning that exist—even among the wealthiest individuals.

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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!

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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.