Winning the Wealth Management Game: Five Strategies for Staying Ahead of the Competition
Presented by John J. Bowen
Founder and Chief Executive Officer, CEG Worldwide
Session date and time May 1, 2023 11:00 a.m. - 12:00 p.m.
Are you a top financial advisor looking to move upmarket and accelerate your growth while building an amazing life of significance? This session offers invaluable insights and best practices for financial advisors looking to unlock their full potential and stay ahead of the competition. By focusing on actionable strategies for attracting high-net-worth prospective clients and meeting their needs with comprehensive wealth management, attendees will learn how to differentiate themselves in the market and deepen their relationships with clients. With a clear roadmap for growing their business and meeting the evolving needs of their clients, financial advisors will be well-equipped to take their businesses to the next level. Don’t miss this must-see presentation—it could be the key to unlocking your potential and taking your business to new heights. As a bonus, attendees will receive a copy of CEG's latest research report outlining the five strategies for driving growth and winning new clients.
Wealth Management Best Practices for Canadian Independent Professionals
Presented by John J. Bowen
Founder and Chief Executive Officer, CEG Worldwide
Session date and time May 2, 2023 9:30 - 10:30 a.m.
Led by industry expert John Bowen, CEO of CEG Worldwide, this session is designed specifically for our top Canadian advisors and professionals seeking to build preeminent advisory practices. Through customized recommendations and laser coaching, you'll receive practical solutions based on industry leading research, insights and John's years of experience to tackle your unique challenges and opportunities over the next year. In action, you'll hear firsthand what the top financial advisors in the U.S. are doing to achieve tremendous success.
ACE Academy 2023
Speaker Bio
John J. Bowen Founder and Chief Executive Officer, CEG Worldwide
John Bowen is the founder and chief executive officer of CEG Worldwide, the world’s leading coaching firm for financial advisors. Since 2000, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became chief executive officer of Assante Capital Management. Under his leadership, Assante more than tripled assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. He also is the author or co-author of more than a dozen books, including “Elite Wealth Planning: Lessons from the Super Rich,” “The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys” and “Accountants and Breaking Through: Building a World-Class Wealth Management Business.”
