John Bowen

CEO of CEG Worldwide - the #1 coach for top financial advisors. Through our coaching programs, we help financial advisors achieve breakthrough results.

[John Bowen @CEGAdvisorCoach]

The most successful advisors engage BOTH partners in financial discussions.

Our new research reveals why this approach is critical for client retention and asset growth.

https://t.co/Qba1cXUfS0

#ClientRelationships

[John Bowen @CEGAdvisorCoach]

The affluent aren't a monolith.

Learn how to uncover each client's unique definition of success and build the professional network that positions YOU as their guide to living their best life.

https://t.co/K7Ko2R5Hms

#ClientCenteredAdvice #FinancialLeadership

[John Bowen @CEGAdvisorCoach]

2,500+ affluent investors reveal 7 trends reshaping wealth management.

Your approach needs to evolve. #WealthManagement

https://t.co/bCtpkg4qNu

[John Bowen @CEGAdvisorCoach]

"You can be more than you think you can." Darrick Hutchens went from $100M to $200M AUM after discovering comprehensive wealth management through CEG Worldwide. The biggest barrier wasn't the market. It was his own ceiling. https://t.co/oot9MOFaXK

[John Bowen @CEGAdvisorCoach]

Are you solving for a dollar number or for outcomes that align with clients' values? Mike Pazera's shift to the latter approach transformed his practice and work-life balance. #AdvisorSuccess https://t.co/9vAQG3MgI4

[John Bowen @CEGAdvisorCoach]

Do you know what would prompt your clients to reallocate assets? CEG Insights asked 1,200+ investors and the answers may change how you run your practice. Download "Work Your Core" to find out.
https://t.co/3fIQpTBWMU

[John Bowen @CEGAdvisorCoach]

What really drives your clients' investment decisions? CEG Insights surveyed 1,200+ investors and the findings will surprise you. Download "Work Your Core" to see what they found and get four action steps to strengthen your practice. https://t.co/0Teg1QHd2N

[John Bowen @CEGAdvisorCoach]

He was competing on investment products and losing. He shifted to full wealth management and doubled his AUM to $200M. The lesson: stop selling performance. Start delivering value. https://t.co/uMCiDR036W

[John Bowen @CEGAdvisorCoach]

Massive disconnect between what wealthy clients want vs. what advisors deliver. The playbook is here. Will you use it? #AdvisorSuccess https://t.co/bCtpkg4qNu

[John Bowen @CEGAdvisorCoach]

Your best clients have assets sitting with other advisors right now. Top earners manage 76-100% of their clients' total wealth. It's not luck. It's wallet share. https://t.co/UKV6RfOtrb

[John Bowen @CEGAdvisorCoach]

Advisors: Are you preparing your female clients to manage finances solo? With longer life expectancies, it's likely they'll need to. Our latest episode explains how: https://t.co/Qba1cXUfS0

#financialadvisors

[John Bowen @CEGAdvisorCoach]

25% of advisors earning $1M+ manage less than $500M in AUM. Big AUM isn't the secret. The right clients and the right referral relationships are. https://t.co/UKV6RfOtrb

[John Bowen @CEGAdvisorCoach]

2,500+ affluent investors reveal 7 trends reshaping wealth management. Your approach needs to evolve. #WealthManagement https://t.co/bCtpkg4qNu

[John Bowen @CEGAdvisorCoach]

Your best clients have assets sitting with other advisors right now. Top earners manage 76-100% of their clients' total wealth. It's not luck. It's wallet share. https://t.co/UKV6RfOtrb

[John Bowen @CEGAdvisorCoach]

Loyalty formula: Comprehensive wealth management + relationship management = satisfied affluent clients. https://t.co/eUkWqYKxWE #HighNetWorth

[John Bowen @CEGAdvisorCoach]

You can't control market performance, but you can absolutely control communication.

40% of wealthy investors say consistent advisor outreach during volatility INCREASES their loyalty.

https://t.co/J7CY0fA15O

[John Bowen @CEGAdvisorCoach]

Values-based investing isn't a trend—it's how next-gen thinks about wealth. The future includes profit and purpose. #ESGInvesting https://t.co/bCtpkg4qNu

[John Bowen @CEGAdvisorCoach]

Women prioritize inner peace. Men value a successful marriage. This could be key to retaining couples as clients. https://t.co/Qba1cXUfS0

#wealthmanagement

[John Bowen @CEGAdvisorCoach]

The most powerful discovery question: "What would make your life truly meaningful beyond financial security?" Then listen carefully and build solutions accordingly. #ClientRelationships https://t.co/2nczI3A1K9

[John Bowen @CEGAdvisorCoach]

Women prioritize inner peace. Men value successful marriage. Understanding these gender differences could be key to retaining couples as clients. https://t.co/sSO3xjqtno