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CEG Insights Announces New Study
Weathering the Financial Storm: Empowering Financial Advisors to Excel with Wealthy Clients
SAN MARTIN, Calif. — July 12, 2023 — CEG Insights, the leading research firm in the financial services industry, is proud to present its latest study, “Weathering the Financial Storm: Empowering Financial Advisors to Excel with Wealthy Clients.” This study forms a crucial part of the Wealth Management Mastery Series, a program designed to provide financial services executives with comprehensive insights to enhance their businesses and drive new net organic growth.
The study reveals that market volatility is a significant concern for investors, with 74.7% expressing anxiety over market fluctuations. This concern significantly influences their other financial objectives, with over half (51.5%) expressing concern about their investment returns. Furthermore, the study highlights that 27.8% of investors seek more practical advice and assistance to achieve their financial goals, indicating a significant opportunity for financial advisors to provide the necessary guidance.
George Walper, Managing Principal of Strategic Research at CEG Insights, comments on the study’s findings, “Our latest research underscores the urgent need for financial advisors to provide robust, tailored strategies to their high-net-worth clients. The current market volatility presents both a challenge and an opportunity. Advisors who can navigate these complexities and deliver exceptional service will be well-positioned for extraordinary organic growth.”
John Bowen, CEO of CEG Insights, adds, “This study is a testament to our commitment to equipping financial services institutions with forward-thinking strategies. It’s all about enabling extraordinary organic growth and helping executives and advisors navigate the complexities of the wealth management landscape.”
The “Weathering the Financial Storm: Empowering Financial Advisors to Excel with Wealthy Clients” study is one of eight reports published annually in the Wealth Management Mastery Series. These reports offer financial services executives comprehensive insights to enhance their already-successful businesses and stimulate new net organic growth.
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Managing Principal of Strategic Partnerships
CEG Insights, LLC