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.

Speak with our team to learn more.

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

Community Banking: Three Big Changes to the Industry, and What to Do Next
The banking industry in the US has gone through some fundamental changes both before and now after the financial crisis; community banks need a whole new set of capabilities just to stay in business. 04 May 2016
Retail Banking: Lessons from Deutsche Bank’s Mobile App
When it comes to online security, customers don't just want it to be easy, they want to be reassured that their money and their information is safe and are happy to go through extra security steps if required. 02 May 2016
Financial Services Operations: 3 Benefits of Measuring Customer Effort
Customer effort is a powerful metric that can be understood by all, and that can unify disparate teams around a common goal. One insurer in CEB's networks has used it to good effect. 11 Apr 2016

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Some of Our Members