Despite being in an “entrepreneurial fog” as a financial CEO, John Bowen saw a gap in his industry: Financial advisors to high-net-worth individuals needed coaching. And with that, John started and built the preeminent coaching firm for that market.

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John Bowen was in the right place at the right time, being CEO of two large financial advisory firms in Silicon Valley in the 1990s. And from that vantage point, he had noticed a gap in the industry — far too many financial advisors were reinventing the wheel when it came to research. So he started CEG Worldwide in 2000, which is now the world’s leading coaching firm for financial advisors.

In this episode Danny, Abe, and John talk about:

• Clarity of focus and clarity of outcome
• The intentionality of focusing on the affluent segment
• The value of market research
• Having a “moat” in your industry

After the discussion, stay tuned for Danny and Abe’s debriefing, containing their key takeaways.

“We’re very, very, very clear that we’re going to help them race up this hierarchy of advisor success that I’m describing. And that it’s not only the money part, but they’re going to have this amazing life of significance.”

John Bowen

John Bowen is the founder and CEO 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 CEO 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. He is also the author or co-author of more than a dozen books.

Resources or websites mentioned in this episode:
Mirasee
CEG Worldwide

Credits:
Hosts: Danny Iny and Abe Crystal
Producer: Cynthia Lamb
Executive Producer: Danny Iny
Assembled by: Geoff Govertsen
Audio Post Supervisors: Evan Miles and Christopher Martin
Audio Post Production: Post Office Sound
Music Soundscape: Chad Michael Snavely
Making our hosts sound great: Home Brew Audio

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Music and SFX credits: 
Track Title: Bossa BB
Artist Name: Marie
Writer Name: Chelsea McGough
Publisher Name: A SOUNDSTRIPE PRODUCTION

Track Title: Grace
Artist Name: Shimmer
Writer Name: Matthew Wigton
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Carousel Lights
Artist Name: Chelsea McGough
Writer Name: Chelsea McGough
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Coo Coos
Artist Name: Dresden, The Flamingo
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION