The Preeminent Advisor Audio Podcast

About The Preeminent Advisor Audio Podcast

What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading coaching and consulting firm for financial advisors that want to move up market and work with higher net-worth clients. Ultimately, The Preeminent Financial Advisor Audio and Video Podcast Series will show you how to race up the hierarchy of advisor success—and truly play to win.

Publisher

CEG Worldwide and CEG Insights

Category

business

Language

en

Explicit

No

First episode

4 Oct 2023

Latest episode

13 Oct 2026

Latest episodes

75 episodes in the feed.

1. 

   13 Oct 2026

   From Operator to Architect: How to Stop Producing and Start Leading – Episode 75

   You can make the shift from business operator to business architect and, in doing so, create both a better business and a better life for yourself. Yes, it takes work—but perhaps not as much as you assume.

2. 

   29 Sept 2026

   Give Your Clients a Financial Flight Plan – Episode 74

   This should be a huge wake-up call to those of you who focus mostly or entirely on portfolio performance results in relation to a benchmark index. Yes, performance reviews are important, and they always will be. But clients want you to go well beyond the investment-based numbers. They want to know what they can do to save on taxes, manage spending and plan their legacies.

3. 

   15 Sept 2026

   Give Feedback That Inspires, Not Alienates – Episode 73

   The key is to approach feedback with the proper intention, and systematize the process so it’s a natural part of how your practice operates. So says Kirk Hulett, CEG Worldwide’s managing principal of teaming solutions, who recommends financial advisors adopt an eight-part framework for better feedback.

Who has been a guest on The Preeminent Advisor Audio Podcast

Names identified in recent episode analyses. Showing up to five guests.

• [Guest Name]
• Jonathan Powell
• [Guest Name Credential]
• Sarah Rosen
• Val Chaney

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

237,967

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.2 / 5

5 ratings

Podcast Authority Score: 46 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

37

Social presence

0

YouTube

86

Engagement

51

Contact The Preeminent Advisor Audio Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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Questions about The Preeminent Advisor Audio Podcast