The Investments & Wealth Institute, a premier professional association for financial advisors, has announced a strategic partnership with CEG Worldwide, a top-tier coaching and consulting firm, to boost the success of advisors catering to high-net-worth (HNW) clients. This alliance, introduced at the Institute's annual Experience conference, is set to combine the strengths of both entities to produce significant research outputs for various stakeholders, including enterprises, teams, and individual advisors.
Sean R. Walters, the Chief Executive Officer of the Institute, highlighted the value of the Investments & Wealth Research publication, with nearly 70% of members finding it beneficial. Walters expressed optimism that the partnership with CEG Worldwide would enrich their research offerings, leveraging CEG's deep insights into the practices of elite advisors serving the HNW sector.
John Bowen, Founder and CEO of CEG Worldwide, described the partnership as transformative for financial advisors dedicated to HNW clients. The collaboration is poised to merge the Institute's comprehensive industry knowledge with CEG's expertise in addressing the needs of affluent families, thereby crafting impactful tools that empower advisors to enhance their service delivery.
In its inaugural year, the partnership will roll out the Wealth Management Mastery Series, a subscription-based service designed to equip advisors with strategies for effectively serving HNW clients, alongside the Investments & Wealth Research Series, which will showcase fresh insights from CEG. Furthermore, the Institute and CEG Insights are set to collaborate on bespoke research reports tailored for enterprise clients aiming to refine their advisor teams' capabilities in the HNW domain.
