CEB Wealth Management
Leadership Council

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 function 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

How CEB Helps You

Building an Advice-Led
Client Experience


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Our Current Research: Business Growth Through Actionable Advice

Wealth firms that lead with outcome oriented advice see stronger client loyalty outcomes than those that focus on investment performance.  "Wealth Challengers" that provide a motivating advisory experience are in short supply and only a partial solution to eroding client relationships.  Firms need to focus on advisor abilities as well as digital resources.

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Align Your Wealth Management
Strategy with Technology

CEB Ignition™ Wealth Management provides insights and analyses on the latest in wealth management technology to help executives make strategic IT decisions with confidence.

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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

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Retail Banking: 3 Myths about Millennial Customers
Despite all that's been written about millennials' "new" approach to life, they are little different from their elders when it comes to what they're looking for from their bank, especially those who are highly educated or already have significant assets of their own. 31 Aug 2016
Community Banking: Wealth Management and the Rise of Robo-Advisors
Community banks want to attract customers by offering wealth management services but many, particularly younger customers, are moving towards new non-bank entrants. 28 Jul 2016
Wealth Management: Two Ways to Appeal to Gen X and Y Clients
Provide holistic, relevant advice that teaches younger clients and motivates them to take action, and provide accurate and comprehensive online services. 27 Jul 2016

Speak with our team to learn more.

Some of Our Members