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.
Show Notes
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.
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: Coo Coos Artist Name: Dresden, The Flamingo Writer Name: Matthew Wigton Publisher Name: A SOUNDSTRIPE PRODUCTION
Episode transcript: Building Lives of Significance (John Bowen) coming soon
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Creators & Guests
Host
Abe Crystal
Host
Danny Iny
Producer
Cynthia Lamb
Guest
John Bowen
What is Course Lab: Lessons from Successful Online Course Creators?
Want to create a hugely successful online course, one that has a major impact on the lives of your students? If you want to learn how to create online courses from the best, you turn to Mirasee; and if you want to host that course, you can’t go wrong using the powerful platform, Ruzuku.
Ruzuku co-founder Abe Crystal and Mirasee founder and CEO Danny Iny know what it takes to stand out and be successful in the online courses industry. And now they’re teaming up to share this intel with you in their new Course Lab podcast.
In every episode, Course Lab showcases an entrepreneur/course creator who is nailing it with their online course -- and not because they’re teaching people how to make more money. In fact, most of these creators occupy unusual or overlooked niches, like music, writing for video games, overcoming inherent bias, and finding your life purpose.
Turns out, the key to their success all comes down to their online course design. In this podcast, Danny and Abe reveal the most important design tactics that are making all the difference for these online course creators -- and how you can implement them in your own online course. So if you want to create a successful online course that changes the lives of your students, this is your big chance to learn how it’s done from the best in the industry!