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CEG Insights Launches
Wealth Management Mastery Series: Empowering Financial Institutions to Drive Organic Growth and Excel in the High-Net-Worth Market

SAN MARTIN, Calif. — July 5, 2023 — CEG Insights, the powerhouse resulting from the merger of Spectrem Group and CEG Worldwide’s research team, is thrilled to unveil its highly anticipated Wealth Management Mastery Series. This groundbreaking program equips senior financial services executives with the knowledge and strategies to drive organic growth and excel in serving high-net-worth clients.

Built on cutting-edge research and actionable insights, the Wealth Management Mastery Series addresses affluent clients’ evolving needs and preferences. Financial institutions now have an unprecedented opportunity to leverage this program to attract and retain wealthy clients through their financial advisors, positioning themselves for remarkable success.

John Bowen, CEO of CEG Insights, emphasizes the significance of the Wealth Management Mastery Series, stating, “Our program provides financial services institutions with forward-thinking strategies tailored to their financial advisors high-net-worth clients, enabling extraordinary organic growth. It equips executives and advisors to navigate the complexities of the wealth management landscape and deliver exceptional service.”

  1. High-Net-Worth Investor Wisdom: Gain invaluable insights into affluent clients’ preferences, concerns and expectations, allowing you to tailor your services and build long-lasting loyalty.
  2. ​Financial Advisor Mastery: Discover and implement the best practices of top-performing wealth managers, empowering your advisors to attract and retain affluent clients.
  3. The Wealthy Elite: Stay ahead of the curve by exploring the latest trends among entrepreneurs and the ultrawealthy, equipping your advisors with innovative solutions for this exclusive client base.

CEG Insights’ Wealth Management Mastery Series offers financial institutions a unique opportunity to elevate their strategies and thrive in the high-net-worth market. Join the ranks of industry leaders who are revolutionizing the way.

For more information about CEG Insights and its comprehensive suite of solutions, explore our site.


Robin Black
Managing Principal of Strategic Partnerships
CEG Insights, LLC
(888) 398-7298