CEB Wealth Management Leadership Council is a membership for innovative wealth management executives who want to optimize the performance of their business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.

Our Research Focus

Equipping our members with strategic guidance and tactical tools on the topics most important for their business is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:

  • Client Experience
  • Sales Strategy and Productivity
  • Client Segments
  • Talent Management
  • Innovation and Trends

Our Latest Research: Reimagining Advisor Talent

Most firms aspire to deliver an advice-led model, but executives report that only 11% of advisors are equipped to deliver this approach. This year, we're helping wealth management executives redefine their talent models to build an advisor force of the future.

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Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities

Featured Resources

2015 CEB Financial Services Technology Summit

This April, financial services strategy and technology executives gathered in Boston to discuss how to engage clients and enable staff to win in the era of empowered customers.

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Building an Advice-Led Client Experience

A new advisory model can improve client relationships and loyalty, but making the transition requires firms to integrate new skills and technologies.

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Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

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Some of Our Members