5 Ways to Win the Battle for Clients’ Assets and Loyalty – The Preeminent Financial Advisor Podcast – Episode 59 The battle for new assets and ongoing loyalty isn’t going to be won based on the investment results you deliver. Instead, the advisors who win will be those who become indispensable in their clients’ bigger-picture lives—and the lives of their clients’ heirs. That’s what we’ve concluded based on CEG Insight’s latest study of nearly 1,300 investors with a net worth of between $100,00 and $25 million. Going forward, there are five key imperatives that advisors should focus on: 1. Become indispensable in life's defining moments. 2. Advise for the 100-year life. 3. Offer alternative investments and digital assets. 4. Build relationships with the next generation. 5. Navigate volatility and emotions. Advisors who master these five areas will put themselves in the strongest possible position to build rock-solid client loyalty and capture assets from ideal prospects seeking a better experience.