George Walper

George Walper

Managing Principal of Strategic Research

George Walper, the managing principal of strategic research at CEG Insights, is a seasoned leader with a solid track record of success in the financial services industry. With over 30 years of experience serving the high-net-worth and retirement services markets, George brings knowledge and deep industry insights to his role. His strategic vision and commitment to excellence have been pivotal in shaping the strategic direction of CEG Insights.

George’s dedication to providing senior executives with actionable insights to enhance financial advisors’ service quality is at the heart of our mission to drive organic growth. At CEG Insights, he ensures a comprehensive research approach, integrating our capabilities with the coaching expertise of CEG Worldwide. This synergy provides our clients with a holistic suite of services, empowering them to excel in the competitive landscape of wealth management.

 

Track 2: The Future of Advisor Success: Elevating Client Engagement and Relationships

Expert Panel Q&A: Mastering High-Net-Worth Client Engagement