Champion Advisor Success, Drive Long-Term Results

Empower your advisors with research-based strategies that attract HNW clients and fuel business expansion.

Wealth Management Research

Drive Organic Growth, Attract Top Advisors, and Elevate HNW Client Value

At CEG Insights, we empower senior executives to accelerate long-term growth and success through:

Attracting and Empowering Top Financial Advisors: Leverage research-based strategies to ensure your advisors attract, serve, and retain the best talent.
Elevating Value for High-Net-Worth Clients: Equip your advisors to deliver exceptional service, helping them attract and retain affluent clients.
Cutting-Edge Insights for Sustained Growth: Keep your firm ahead with actionable research that drives organic growth and exceeds high-net-worth client expectations.

Empower your team and transform your firm’s future today.

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Maximize Advisor Performance with Cutting-Edge Research

At CEG Insights, we partner with senior executives at leading financial services firms to help accelerate their success. Our three research series deliver practical, actionable strategies designed to enhance advisor performance, increase assets under management, and elevate the client experience for high-net-worth individuals.

In addition to these series, we offer our clients AI-powered navigators, leveraging custom OpenAI technology to help you instantly search across all the research you’ve subscribed to. This powerful tool delivers real-time, relevant insights, enabling quicker and more informed decision-making.

Each of our studies also comes with an Advisor Playbook version and a customizable PowerPoint presentation, allowing your team to create derivative works tailored to your firm’s strategies, marketing, recruiting, and other business needs.

HNW Investor Wisdom Series: Gain a deeper understanding of high-net-worth client expectations and deliver tailored solutions that build trust, loyalty, and lasting relationships.
Financial Advisor Mastery Series: Empower your top advisors with advanced strategies to enhance client engagement, optimize portfolio management, and drive exceptional growth.
Wealthy Elite Series: This exclusive series equips your firm with proven tactics to attract and retain ultra-high-net-worth clients, helping your advisors create transformative client experiences.

By harnessing these insights, you can position your firm for even greater success in today’s competitive wealth management landscape, opening up new opportunities for growth and advancement.

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Shape the Future of Wealth Management at the CEO SummitHello

As a subscriber to the Wealth Management Mastery Series, you will receive an exclusive, complimentary invitation to the CEO Summit. This transformative, twice-yearly event is designed for 75 elite executives and offers a rare opportunity to accelerate AUM growth, drive innovation, and forge billion-dollar partnerships in the high-net-worth client space.

The CEO Summit is not just an event; it’s a pivotal force driving industry-wide transformation. By attending, you’ll join an elite group of visionaries actively shaping wealth management’s future.

As a key player in the Wealth Management Mastery Series, your presence at the CEO Summit is not just desired, it’s crucial. You’re not just attending but leading the way in creating and shaping the future of wealth management.

Why Partner with Us?

At CEG Insights, we combine over 30 years of cutting-edge research with 20+ years of hands-on coaching through CEG Worldwide. This powerful combination equips senior executives with strategies that drive growth and attract, serve, and retain top financial advisors and high-net-worth clients.

DATA-DRIVEN
STRATEGIES

Empirical Research
30+ years of industry research.

Proven Methods
Based on coaching and training thousands of advisors annually.

Tailored Solutions
Customized strategies to fuel growth.

HNW
CLIENT FOCUS

Attract Affluent Clients
Equip advisors to source high-net-worth clients.

Serve with Excellence
Empower your teams to exceed expectations.

Retain HNW Clients
Proven strategies for client loyalty and retention.

ENDURING
PARTNERSHIP

Long-Term Success
Committed to ongoing growth.

Collaborative Approach
A trusted partner on your journey.

Transform Your Firm
Ignite new levels of success.

Join Us Today to transform your firm, elevate advisor performance, and lead with excellence in attracting, serving, and retaining high-net-worth clients.

Empowering Senior Executives to Amplify Advisor Success

The success stories below showcase how advisors have achieved impressive growth and sustained it over time, becoming leaders in wealth management. Explore each story to see how these advisors have accelerated their success and created a lasting impact. Let their achievements inspire your firm’s next breakthrough.

Discover how Taylor Ranker, leveraging CEG Insights, created a successful enterprise catering to high-net-worth individuals, with the recent trio of clients each averaging a net worth of $60 million.

Taylor Ranker’s Transformation

A CEG Insights Success Story

In the challenging financial advisory landscape, Taylor Ranker, President of Questmont The Virtual Family Office, is a testament to strategic partnerships and resilience. Amidst a global financial crisis in 2010, Ranker navigated through significant hurdles, driven by a vision to build a sustainable enterprise and a legacy,

Ranker’s strategy was rooted in forming strategic partnerships with CPAs and attorneys, a tactic he learned from the research provided by CEG Insights. In addition, he embraced a holistic approach to wealth management and networked with influential professionals who could connect him with affluent clients.

With the guidance of CEG Insights, Ranker honed his skills and implemented effective strategies for growth. Today, Ranker leads an 11-person operation serving high-net-worth business owners. “The average net worth of the last three clients we onboarded was $60 million,” Ranker reflects, highlighting his firm’s growth.

Despite numerous challenges, Ranker’s firm is a thriving organization, embodying authenticity, creativity, and empowerment. This success story, powered by strategic partnerships and insights from CEG Insights, is a beacon for financial advisors aiming for growth and success.

Lisa Kirchenbauer

Mastering Estate Settlement with CEG Insights

In wealth management, Lisa Kirchenbauer, founder of Omega Wealth Management, stands as a testament to the power of addressing overlooked needs. Her firm’s focus on estate settlement – a niche yet crucial area – has positioned her as a trusted solutions provider.

Kirchenbauer’s strategy was rooted in a unique fee structure, a comprehensive service offering, deep client engagement, and cultivating high-value referrals. These strategic moves learned from CEG Insights allowed her to deliver impactful services from the onset while positioning her firm for future growth.

Beyond investment advice, Kirchenbauer expanded Omega’s services to include life planning and financial transitions. This approach met her clients’ immediate needs and paved the way for introducing multigenerational legacy planning solutions.

Through a comprehensive discovery process, Kirchenbauer could understand her clients more deeply. This, coupled with her training as a Registered Life Planner® and Certified Financial Transitionist®, equipped her with unique skills to help clients navigate the emotional and personal side of transition – a critical aspect of estate settlement.

By cultivating relationships with centers of influence (COIs), Kirchenbauer was introduced to affluent prospects, allowing Omega to serve fewer but more affluent clients. This strategic approach led to Omega’s revenue increasing by nearly 20% annually in recent years.

Lisa Kirchenbauer’s success story, powered by strategic insights from CEG Insights, is a shining example of how addressing an overlooked need in the market can lead to significant growth and success.

Matt Nordmann

Delivering High-Net-Worth Solutions with a Virtual Family Office

Matt Nordmann, the co-founder of Morrison Nordmann Wealth Management, has distinguished his firm by leveraging the research provided by CEG Insights. Recognizing the unmet needs of high-net-worth clients, Nordmann’s firm operates as a Virtual Family Office (VFO), providing a comprehensive suite of services that directly address these needs.

The VFO approach, informed by CEG Insights’ research, brings together a team of top professionals to collaboratively address critical areas for affluent clients, including tax planning, wealth protection, estate planning, philanthropy, and lifestyle concerns.

Nordmann’s success is rooted in three key strategies, all informed by insights from CEG:

1. Team Approach: Using CEG Insights’ research, Nordmann understood the need for a team of experts in key areas, delivering the elite-level wealth management that high-net-worth clients demand.

2. Easy Referrals: Nordmann mitigates risk for other financial professionals by providing a firsthand experience of the firm’s comprehensive wealth management process, encouraging them to refer their trusted clients.

3. Supporting Experts’ Success: Nordmann builds trust with his experts by providing them with thought leadership content, reinforcing their expertise, and strengthening their business.

Nordmann’s VFO approach, guided by the research from CEG Insights, has created a win-win situation. It helps clients build a life of significance and enables Nordmann and his team to develop their own lives of significance. This success story, powered by strategic insights from CEG Insights, is a shining example of how understanding the needs of high-net-worth clients can lead to significant growth and success.