CEG INSIGHTS

CEG Insights was born of a strategic fusion of two industry powerhouses: Spectrem Group, a leader in affluent investor research, and the research team of CEG Worldwide, a renowned advisor coaching firm. This merger, which took place in 2023, combined over 20 years of affluent investor research with extensive coaching experience, creating a unique platform that accelerates advisor success and helps senior executives drive organic growth... Our inaugural offering, the Wealth Management Mastery Series, was unveiled shortly after our formation. This groundbreaking program empowered senior financial services executives to drive organic growth and attract affluent clients through their financial advisors. The series presents a prime opportunity for financial institutions to capitalize on the growing dissatisfaction among wealthy clients with their current advisors... Our webinar resources for each study, including a slide deck, script, and pre-recorded webinar, are designed to serve as..

Also known as: CEG Insights, LLC, CEG Worldwide

Primary location: San Martin United States