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.
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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.
Top 4 Ways To Build a High-Performance Team – Episode 47
The Preeminent Advisor Audio Podcast
32 minutes 29 seconds
3 months ago
Top 4 Ways To Build a High-Performance Team – Episode 47
Too often, financial advisors hire by reacting to their problem of the day or problem of the week. They put a body in place who they think is going to solve that problem. Or they meet someone who has skills and characteristics that intrigue them, and they think, “I’m going to invent a role for this person, because just having them in my organization will help us out.”
The Preeminent Advisor Audio Podcast
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.
