John Bowen, a lifelong entrepreneur, is a coach for financial advisors and a matchmaker for successful families in finding the right financial advisor to help them make smart decisions about their money.
John is the CEO of CEG Worldwide, a firm dedicated to helping financial advisors transform their practices into simple, elegant wealth management businesses that serve their clients well and create value. Financial advisors engage CEG to enhance their client impact, increase net income and economic value and improve quality of life for all stakeholders.
John is also the founder of Financial Advisor Select (FAS), a service that matches successful families with top financial advisors. Families engage FAS to obtain an independent second opinion from a fully vetted top financial advisor in their community, make smarter decisions and eliminate the effort needed to find a top financial advisor who is right for them.
John is a widely recognized leader in the financial services industry. He writes a highly acclaimed monthly column for Financial Planning and a weekly column for entrepreneurs for the Huffington Post. He has also authored or co-authored six books, including most recently The Wealth Management Edge.
Listen and Learn:
- How to maximize your wealth
- Discover the importance of being proactive
- Why breaking through the noise is the biggest marketing challenge
- What the difference between a CPA and a wealth manager is
- How values, goals, and relationships work together