John Bowen
@CEGAdvisorCoach
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CEO of CEG Worldwide - the #1 coach for top financial advisors. Through our coaching programs, we help financial advisors achieve breakthrough results.
San Martin, California 95046
Joined July 2012
Building your virtual family office network: Which non-financial experts should be on your team? Family mediators, concierge physicians, and wellness coaches can deliver tremendous value. #AdvisorValue
cegworldwide.com
As advisors, you’re extremely comfortable delving into your clients’ financial goals so you can craft plans, portfolios and other solutions aimed at getting
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What separates advisors who plateau at $100M from those who break $500M? Often just ONE question. Learn how top advisors uncover "hidden" client assets without sounding desperate: https://t.co/509dJHpwO8
#AUM
cegworldwide.com
“Ask and you shall receive” is one of those lessons that so often ends up being true in life. For financial advisors, it’s advice that can go a long way
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Focus on ideal clients: Learn why working with the right clients for your practice—and letting go of those who aren’t—is key to delivering exceptional value and achieving sustainable growth. #PracticeManagement #AdvisorGrowth
https://t.co/MytMjMpes6
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The critical window for engaging next-generation clients Listen now https://t.co/nvDzeWg430
#EliteAdvisors #FinancialAdvisors #AdvisorSuccess #WealthManagement #AdvisorGrowth
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When 90% of ultra-wealthy investors demand virtual family office services, it's not a trend, it's a market transformation. New research: 96.5% of millennial investors ($25M+) want this now. Are you ready? Episode 15: https://t.co/lSZsUTIG7o
#WealthAdvisory #VirtualFamilyOffice
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Beyond investments: Pazera Capital Management's success comes from addressing complex client needs in taxes, wealth transfer, asset protection, and charitable giving. #WealthManagement
https://t.co/9vAQG3MgI4
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3 ways to show up for anxious wealthy clients: - Shift focus to long-term goals - Give permission to feel uncertain - Offer specific action steps The advisors doing this are winning. The ones staying quiet are losing clients. https://t.co/J7CY0fA15O
#wealthmanagement
cegworldwide.com
Show Up When Investor Confidence Falters – The Preeminent Financial Advisor Podcast – Episode 48
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Affluent clients need better guidance than ever before. Those rating their advisors as "fair" or "poor" are ready to make a change. Don't be on the wrong side of that equation! Listen to the entire episode https://t.co/eUkWqYKxWE
#WealthManagement
cegworldwide.com
Affluent clients today need great advice and guidance like never before. Far too many currently rate their financial advisors as fair or poor. Others say
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Passion meets profession: Why choosing a niche you're passionate about is crucial for long-term success in financial advisory. Insights on building a thriving practice through genuine client care. #FinancialPlanning #ClientRelationships
https://t.co/YRDNkkf0Wf
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Elevate your team: Engaging your staff in new strategies and processes is essential for delivering a seamless client experience and achieving long-term success. #Teamwork #AdvisorGrowth
https://t.co/UPapieSN9d
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Most advisors have AI strategic plans but haven't started implementing them. Start small today: Pick ONE tool and you'll likely outpace your competition. https://t.co/dyOqpoLOF3
#CEGWorldwide #FinancialAdvisors #BusinessGrowth #WealthManagement
cegworldwide.com
Three Big Reasons You Need AI in Your Advisory Practice – The Preeminent Financial Advisor Podcast – Episode 44
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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. Are you showing up? https://t.co/J7CY0fA15O
#wealthmanagement
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Systemize for success: How creating a consistent, communicable process can simplify your life as an advisor and increase your practice's value. #PracticeManagement #AdvisorTips
https://t.co/JJv1SdfB1G
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Keys to advisor success: Be clear about your value, seek accountability, and practice your discovery process. Learn how these strategies can transform your practice. #AdvisorTips #ProfessionalDevelopment
https://t.co/lOzdzJkHHc
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22% of $10M+ clients are considering switching advisors. Find out how to win them in the latest Monthly Pulse 📊 https://t.co/Ur9UnaOL2X
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The CEGWorldwide Monthly Pulse just dropped! 🔥 Your November guide to wealth management excellence is ready. Get it now → https://t.co/Ur9UnaOL2X
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"You don't have to win the lottery on day one. Just get 1% better each day." How Mike Pazera transformed his father's planning firm into a thriving wealth management practice. #PracticeGrowth
https://t.co/9vAQG3MgI4
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AI efficiency benefits that many advisors are missing Listen now https://t.co/nvDzeWg430
#EliteAdvisors #FinancialAdvisors #AdvisorSuccess #WealthManagement #AdvisorGrowth
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Entrepreneurs receive only 21.7% of the succession planning they need. 17.2% of the alternative investment guidance they seek. This isn't a service gap. It's a revenue opportunity. Here's exactly how to capture it. https://t.co/c65RYxdoI5
#WealthManagement #FinancialAdvisors
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Continuous learning and peer collaboration: Key ingredients for advisor success. Find out how staying connected with like-minded professionals can elevate your practice to new heights. https://t.co/V8H9RdJeQh
#ProfessionalDevelopment #FinancialAdvisors
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