New research highlights how financial firms can enhance client experiences, build trust, and drive growth through technology

San Martin, CA — October 6, 2025 — CEG Insights, a leading provider of research for the financial services industry, today announced the release of its groundbreaking report, The Entrepreneur and Business Owner Study: A Guide for Financial Services Executives and Their Advisors to Accelerate Organic Growth.

The study explores how America’s wealth creators—entrepreneurs who control billions in combined business and personal assets—remain profoundly underserved by traditional advisory models. Based on comprehensive research involving 3,108 entrepreneurs with an average net worth of $12 million, the report reveals a market segment experiencing unprecedented dissatisfaction with fragmented service delivery and actively seeking integrated wealth management solutions.

CEG Insights Releases Groundbreaking Study on Entrepreneur Wealth Management Market

Uncovering critical market dynamics

The research exposes several trends that are reshaping entrepreneurial wealth management:

• Nearly 60% of entrepreneurs plan to change or add financial advisors within two years, signaling a massive opportunity for firms prepared to meet their needs.
• Nearly 17% control net worth exceeding $25 million, representing the most affluent segment of the entrepreneurial market and commanding premium advisory fees.
• Service delivery failures create immediate revenue opportunities, with entrepreneurs receiving only 21.7% of the succession planning they want and 17.2% of the alternative investment guidance they actively seek.
• Digital fluency drives elevated expectations, as 84% have adopted AI tools in their businesses and expect advisors to match their technological sophistication through integrated platforms and real-time analytics.
• First-mover advantage window is narrowing rapidly, as entrepreneurs make financial decisions with business-like speed—34% decide within one week—creating urgency for firms to capture switching assets before competitors adapt.
• Four distinct wealth-creation profiles emerge: Confident Growth Leaders (30%), averaging $25 million net worth; Cautious Steady Operators (28%), prioritizing preservation; Resource-Hungry Digitals (28%), requiring equity-based strategies; and Expanding Pragmatists (14%), focused on succession planning.

“The wealth management industry is facing its most significant disruption in decades,” said John Bowen, CEO of CEG Insights. “Entrepreneurs are the architects of America’s economic growth, building businesses that create jobs and drive innovation. Yet they’re forced to navigate fragmented advisory relationships that fail to integrate their business success with personal wealth strategies. Firms that solve this integration challenge will capture billions in switching assets while their competitors scramble to catch up.”

Quantified revenue opportunity demands immediate action

Conservative projections show that firms capturing just 20% of switching entrepreneurs could add $7.2 billion in new assets under management within three years. The report provides specific frameworks to help financial professionals capture entrepreneur market share:

• Position advisors as integrated wealth coordinators who bridge business strategy with personal financial planning, eliminating the fragmentation that drives entrepreneur frustration.
• Implement persona-specific service delivery that aligns advisory capabilities with entrepreneur needs, from pre-exit liquidity planning to succession strategy development.
• Leverage the entrepreneur growth flywheel that converts each successful client engagement into prospect generation and referral momentum.
• Deploy rapid-response protocols that match entrepreneur decision-making speed while delivering planning strategies across business and personal domains.
• Establish virtual family office capabilities that scale comprehensive services from emerging entrepreneurs to ultra-high-net-worth business owners.

“The numbers are staggering—60% of entrepreneurs plan advisor changes while controlling an average of $12 million in net worth,” said George Walper, Managing Principal of Wealth Management Research at CEG Insights. “But the real opportunity extends beyond asset capture. Entrepreneurs who receive integrated business-personal wealth management become referral engines, generating between one and four qualified introductions annually. Early movers will build competitive advantages that compound for decades.”

Battle-tested implementation eliminates execution risk

Unlike theoretical research, the report provides a complete implementation system:

• 12-month execution roadmap with quarterly milestones
• Advisor capability ladder matching expertise to client complexity
• 90-day action checklists by entrepreneur persona
• Five-metric KPI dashboard for measuring success
• Organizational readiness assessment tools

Part of the Wealth Management Mastery Series

The Entrepreneur and Business Owner Study is part of CEG Insights’ annual Wealth Management Mastery Series, a collection of comprehensive reports designed to help financial services leaders stay ahead of evolving industry trends. Each report delivers data-driven insights and practical strategies to drive innovation, strengthen client relationships and achieve sustainable growth.

Availability

The Entrepreneur and Business Owner Study: A Guide for Financial Services Executives and Their Advisors to Accelerate Organic Growth is now available for financial services executives, wealth management professionals and advisory firms. For more information or to request a copy of the report, please visit www.ceginsights.com.

ABOUT CEG WORLDWIDE AND CEG INSIGHTS

CEG Worldwide and CEG Insights are the leading providers of research, coaching, and consulting services for the financial advisory industry. Specializing in high-net-worth and ultra-high-net-worth client strategies, CEG Worldwide delivers proven business development models and coaching programs that drive significant advisor success. CEG Insights, the research division of CEG Worldwide, provides data-driven intelligence on investor behaviors, industry trends, and best practices for wealth management firms and financial professionals. Learn more at www.cegworldwide.com  and www.ceginsights.com.

Contact: Robin Black
Managing Principal of Strategic Partnerships
CEG Insights LLC
Email: rblack@ceginsights.com
Phone: 888-398-7298