Curated News
By: NewsRamp Editorial Staff
April 09, 2024

Investments & Wealth Institute Partners with CEG Worldwide to Elevate HNW Client Experiences

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Source News Release

TLDR

  • Financial advisors gain access to elite coaching and research, enhancing their ability to serve high-net-worth clients effectively.
  • The partnership between the Investments & Wealth Institute and CEG Worldwide provides custom research reports and a subscription service for wealth management knowledge.
  • This collaboration aims to improve the financial advisors' practices, leading to better outcomes for high-net-worth clients and bridging the wealth management divide.
  • CEG Insights' latest findings reveal that affluent entrepreneurs are likely to change advisors, creating opportunities for financial professionals.

Impact - Why it Matters

The partnership between the Investments & Wealth Institute and CEG Worldwide is important for financial advisors who serve high-net-worth clients. It will provide them with valuable resources and insights to enhance their practices, ultimately enabling them to deliver exceptional value and successful outcomes for their clients.

Summary

The Investments & Wealth Institute has announced a partnership with CEG Worldwide at the Institute’s annual conference, Experience 2024, in Las Vegas. CEG Insights, CEG Worldwide’s research arm, will collaborate with the Institute to create research deliverables for stakeholders who serve or aspire to serve high-net-worth clients. The partnership will include custom research reports, the Wealth Management Mastery Series, and the Investments & Wealth Research Series.

The collaboration aims to provide financial advisors with the knowledge and strategies to successfully serve high-net-worth clients, enhancing their practices and delivering unparalleled value.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Investments & Wealth Institute Partners with CEG Worldwide to Elevate HNW Client Experiences

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