How To Better Help Business Owner Clients Depending On The State Of Their Journey
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), map out the four stages that entrepreneurs pass through as they grow and scale their business – and the new kinds of knowledge expertise that advisors need to develop to best help their business owner clients overcome obstacles along the way.
https://www.kitces.com/blog/business-owner-clients-stage-business-journey-ceg-elevate-group-insights/
18 Aug 2025
The 3 Concerns Keeping $25M+ Families Up at Night
Many advisors focus on attracting and serving individuals (and families) with high net worth. This can be a competitive space, with many people looking to serve these (relatively few) families. The higher the net worth that a family has, the more that an advisory firm has to stand out in order to gain them as clients. However, advisors who can speak directly to the concerns of this client niche can give themselves a unique – and differentiating – advantage to best serve this segment of the population!
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what ultra-high net worth (UHNW) families are really worried about and how advisors can serve this group more effectively.
https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/
22 Jul 2024
Evolving From Dysfunctional Team To Advisory Dream Team To Improve Retention And Attract Better-Fit Clients
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights, dive into the data on what makes advisory teams work, how strong teams can help firms attract high-net-worth clients, and how a team-based approach – despite the higher complexity and managerial duties involved – can actually improve the well-being of advisors who are stressed beyond their capacity on their own.
https://www.kitces.com/blog/advisory-team-retention-better-fit-capacity-productivity-turnover-john-bowen-ceg/
8 Apr 2024
What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic.
https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/
22 Jan 2024
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors. The discussion highlights the often-misinterpreted needs of HNW clients and how advisors can ensure their services are aligned to meet their clients' expectations most effectively.
https://www.kitces.com/blog/high-net-worth-hnw-prospects-advisor-services-ceg-insights-data-john-bowen/
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