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.
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
2016 CEB Financial Services Technology Summit
Join financial services strategy and technology executives next April in Boston to discuss what loyalty means in the digital era and how to leverage technology to earn deep relationships.
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.
Key Imperatives for 2015
Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.