Four Keys to Success When Serving Entrepreneurs – Episode 77 The latest CEG Insights research reveals that entrepreneurs have changed in some important ways that are having a major impact on their relationships with financial advisors—what they expect from them, the building blocks that create loyalty, and how they want to be served. Are you changing with them—or are you still operating under old and outdated assumptions? The answer could have profound consequences for the future of your practice. With that in mind, here are five significant ways in which entrepreneurs today are evolving—along with four action steps you can take to position yourself for success with this key client demographic.