Financial advisor coaching firm CEG Worldwide and its CEG Insights research and consulting division announced two appointments that it said were designed to help wealth management firms “seize untapped opportunities in a rapidly shifting marketplace.”
Industry veterans Dennis Gallant and Kirk J. Hulett were, respectively, named Managing Principal, Strategic Solutions at CEG Insights, and Managing Principal, Team Solutions at CEG Worldwide.
Their appointments will help financial institutions “enhance net new organic growth, deepen advisor loyalty, and deliver the high-touch experience demanded by” high net worth (HNW) and ultra-high net worth (UHNW) clients, CEG said in a news release.

“The convergence of industry trends and market focus has intensified competition in an already crowded landscape, making differentiation more critical than ever,” Gallant told WSR on Thursday.
“To succeed, financial institutions must deeply understand best-practice advisors and the evolving needs of affluent clients,” according to Gallant.
He added: “That’s why I’m thrilled to join CEG Insights, leveraging their unparalleled expertise and research in the elite advisor and affluent client markets. By expanding our insights and strategic services for financial institutions, we empower wealth and asset management executives and firms to drive success in both advisor and investor growth.”

Gallant will “leverage exclusive research from over 10,000 affluent clients,” according to CEG, noting he has more than 25 years of experience “elevating advisor productivity and scaling AUM for independent broker-dealers, wirehouses, asset management firms, large RIAs, private equity-backed enterprises, and investment/wealth technology and platform providers.”
“Dennis’s leadership and insights are exactly what our clients need as they navigate the challenges of serving affluent investors in an evolving landscape,” according to John Bowen, CEO of CEG Worldwide and CEG Insights. “His deep understanding of the industry and ability to drive growth will empower firms to capture greater market share and achieve transformational results.”
Hulett told WSR on Thursday: “I couldn’t be more excited to join CEG Worldwide to work with high-performing wealth management teams who are ready to turn good into great. Building a Dream Team isn’t magic—it’s about action, leadership, and a relentless focus on adding value.”

Hulett explained: “Intentional Dream Team leaders carve out time to get better instead of just surviving the weekly chaos. They build a culture that gives everyone on the team a real shot at winning. They stand-up a trust infrastructure that makes performance, accountability, and confidence possible. And, finally, they obsess over client value because that’s the whole ballgame.”
Hulett has three decades of experience coaching financial professionals. According to a news release, he will “helm a pioneering initiative to tackle wealth management’s most significant hurdles: team scalability, advisor retention, succession planning, and revenue acceleration.”
CEG provides what it terms the “four pillars for exponential results”: an executive briefing program, tailored growth consulting services, team initiatives and its invitation-only CEO Summit.
Through its research-based coaching and consulting programs, CEG has helped advisors add more than $780 billion in new AUM, it says.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.