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With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependency, enterprise value, and the architecture behind scalable businesses. In Summary Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue that the difference between a successful practice and a valuable enterprise comes down to architecture. Louis sits down with the co-authors of The Greater Game to discuss founder dependency, enterprise value, intellectual property, and why some businesses scale beyond their owners while others do not. The conversation offers advisors a framework for thinking differently about growth, succession, and long-term optionality. The Storyline Many advisors spend their careers helping clients build valuable businesses. Far fewer stop to ask whether their own firms are being built the same way. That tension sits at the center of Louis Diamond's conversation with Dan Sullivan, co-founder of Strategic Coach®, and John Bowen, founder of CEG Elevate Group and CEG Insights. Their new book, The Greater Game, challenges a common assumption about growth: that bigger businesses are simply the result of working harder, adding more clients, or improving existing systems. Instead, they argue that enterprise value is created through architecture—the deliberate design of a business that can scale, transfer, and thrive without its founder at the center. The discussion introduces a framework for understanding why some entrepreneurs remain trapped in optimization while others build enterprises that compound in value over time. Along the way, Dan and John explore founder dependency, intellectual property, succession planning, strategic partnerships, and the role advisors can play in helping entrepreneurial clients navigate each stage of growth. For advisors, the framework creates an important mirror. The same forces that limit enterprise value for entrepreneurial clients often exist inside advisory firms themselves. The result is a conversation that extends well beyond business growth and into questions of optionality, transferability, and what ultimately makes a firm valuable. Topics Covered Enterprise Value Creation Founder Dependency Risk Business Architecture vs. Optimization Intellectual Property & Scalability Strategic Partnerships & Leverage Succession Planning & Optionality Legacy, Impact & the “Greater Game” Mindset > Download a transcript of this episode… Listen and Learn Highlights for Advisors What is The Greater Game—and why does it matter to advisors? (17:57) Dan and John introduce the framework behind their new book and explain why advisors should think about it both for entrepreneurial clients and for their own businesses. Why do only a small percentage of entrepreneurs create exponential enterprise value? (22:24) The discussion explores the difference between “architects” and “optimizers” and why most business owners remain focused on improving what exists rather than designing what comes next. Why is founder dependency such a significant valuation risk? (35:00) John explains how businesses that depend on a single individual often struggle to scale, transfer, or command premium valuations. How does expertise become intellectual property—and why does that matter? (35:00) The transition from expertise to transferable systems may be the most important bridge in the entire framework, creating leverage that extends beyond the founder. What prevents many advisors from fully serving entrepreneurial clients? (18:00) The conversation examines why most advisors are well-equipped for traditional planning needs but less prepared for the governance, succession, and enterprise-value challenges entrepreneurs eventually face. What does the next game look like after you've already “won”? (50:00) Dan and John discuss why many successful entrepreneurs and advisors eventually shift their focus from accumulation to significance, impact, and legacy. What's the single most important move an entrepreneur can make? (52:30) Dan shares the concept of Unique Ability® and explains why simplifying around your highest-value strengths often creates the greatest multiplier effect. Key Takeaways Enterprise value is created through architecture, not effort. Many successful businesses continue to grow while remaining highly dependent on their founders. The firms that command premium valuations are often built differently from the start. Founder dependency acts as a hidden valuation discount. The more a business depends on one person, the more difficult it becomes to scale, transfer, or sell at a premium. Intellectual property is often the bridge between a practice and an enterprise. When expertise becomes codified, transferable, and repeatable, value begins to exist independently of the founder. Advisors and entrepreneurs often face the same challenge. The same founder-dependency issues advisors help clients solve frequently exist within their own firms. Strategic partnerships create leverage that expertise alone cannot. Many of the most successful entrepreneurs grow through collaboration, ecosystems, and coordinated expertise rather than attempting to solve every challenge themselves. Most advisors are trained to solve early-stage problems. Entrepreneurial clients eventually require guidance around succession, governance, scalability, and enterprise value—areas that extend beyond traditional planning. The next stage of growth is often not about growth at all. For many successful entrepreneurs, the question eventually shifts from accumulation to significance, impact, and the legacy they want their business to create. https://www.youtube.com/watch?v=JY5xOB8GTQY Quotable Moments “The exit multiple is downstream of the architecture.” “The difference between a three-times and a fifteen-times multiple is often whether the business depends on the founder.” “You have to simplify in order to multiply.” “We're not talking about a 10x game anymore. We're talking about a 100x game.”     FAQs Why do some advisory firms command higher valuation multiples than others? Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. What is founder dependency and how does it impact enterprise value? Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. What is the difference between an architect and an optimizer? An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. What does Dan Sullivan mean when he says “100x is easier than 2x”? The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. How can advisors better serve entrepreneurial clients? Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. What is the expertise trap and why does it matter for advisory firms? The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Related Resources The Greater Game by Dan Sullivan and John Bowen Strategic Coach® CEG Elevate Group The Greater Game Dashboard Diamond Consultants Advisor Transition Report Dan Sullivan The world's foremost expert on entrepreneurship in action, Dan Sullivan has spent the past five decades empowering business owners to reach their full potential in both their professional and personal lives. His strong belief in and commitment to the power of the entrepreneur is evident in all areas of his company, Strategic Coach®, and its successful membership community. Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate The Strategic Coach Inc., with offices in Toronto, Chicago, and the UK Dan and Babs reside in Toronto. John Bowen John J. Bowen Jr. is the founder and CEO of CEG Elevate Group, the holding company that includes CEG Worldwide and CEG Insights. Through these companies, he helps elite financial advisors serve fewer, wealthier clients exceptionally well while building more valuable and scalable businesses. Before founding CEG, John spent 26 years as a financial advisor and built a $2 billion wealth management business. That firsthand experience grounds CEG’s work today across advisor coaching, enterprise programs, empirical research through CEG Insights, and practical frameworks for advisors who want to move beyond practice growth to enduring enterprise value. John is the author of 21 books on wealth management, entrepreneurship, and success. His newest book, The Greater Game: Your 100x Blueprint for Exponential Growth, Freedom, and Legacy, co-authored with Dan Sullivan of Strategic Coach, will be published by Hay House Business in May 2026. Today, John and the CEG team work with leading advisors and enterprise firms — including some of the largest advisor organizations in the United States — to help advisors deepen relationships with affluent clients, build scalable practices, and design lives of greater significance. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen A conversation with Louis Diamond and Co-Authors of The Greater Game, Dan Sullivan of Strategic Coach and John Bowen of CEG Insights.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen, a conversation with the industry’s top coaches and co-authors of The Greater Game. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Most entrepreneurs and many advisors spend years optimizing for growth without realizing they’re building a business that still depends entirely on them. Revenue and complexity grow; enterprise value, transferability, and freedom often lag far behind. Dan Sullivan and John Bowen argue that the issue isn’t effort or intelligence; it’s architecture. No doubt these are familiar names in the wealth management industry, but just to set the stage, Dan is the co-founder of Strategic Coach, and John is the founder of CEG Elevate Group and CEG Insights. Together, they spent decades coaching and studying high-performing entrepreneurs and advisory firms. Their latest book, one they joined forces on, The Greater Game, lays out a very different framework for thinking about growth, one built around scalability, transferrable value, and long-term leverage rather than incremental optimization. What makes this conversation especially relevant for advisors is that the framework cuts both ways. It applies to the entrepreneurial clients that advisors serve, as well as to the advisory firms themselves. And in many cases, the same founder dependency and expertise trap that limits a client’s enterprise value is quietly limiting the advisor’s business too. We talk about the difference between operators and architects, why 100 times growth can actually be easier than two times growth, where businesses tend to stall as they scale and how advisors can start thinking differently about their own firms, particularly when it comes to enterprise value, succession, and long-term optionality. It’s rare access to a conversation with two of our industry’s legends whose advice and counsel has not only helped to transform the business lives of many of our listeners, but also my own. So let’s get to it. Dan and John, thank you both for joining us today. Dan Sullivan: Thank you, Lou. It’s a real pleasure. John Bowen: I’ve had the privilege of joining you before, but never with my co-author, Dan Sullivan, and I’m excited to share what we’re doing because I think it can make a big impact in our advisor industry. Louis Diamond: No doubt about it. Yeah, this has been an interview I’ve been very excited to host. So let’s jump right in. Dan Sullivan, I think you are a man that needs little introduction. So many advisors in the industry are fans or clients of your firm, Strategic Coach, but for those who aren’t as familiar or need a refresh, can you just give some quick context into why you started Strategic Coach and what the company does today? Dan Sullivan: Yeah. Well, it goes back to 1974. I was a copywriter at BBDO, the Canadian branch of BBDO, big global advertising agency. It still is. But I’ve been sort of a lifetime coach. I remember once when my mother finally caught up with what I was doing in life and I was describing what I was doing, she says, “Well, you were doing that when you were a child. You were talking to adults and you were asking adults about their experiences.” And I said, “Yeah, I could do this when I was eight or nine years old, but it took me a long time to get a business model wrapped around it.” But I jumped out in 1974 and started coaching anybody, but it actually turned out that entrepreneurs were the best people to coach because they would write a check on the spot and they would make a decision on the spot and I needed cashflow and I did it. So I’ve been personally, as a Strategic Coach, which was named by someone else. You’re just out there trying to get cashflow to pay for the rent. So I started in ’74, and I was lucky and it really relates to your target audience, Lou. Right off the bat, I got what are called top-of-the-table life insurance agents. And that was really, really great because life insurance agents are purely a conceptual business. So someone can get a new idea at breakfast and they can have a new business by dinnertime just because they can change their mindset. And that moved on. And I did that for 15 years, just one-on-one, 1970s, 1980s. And then, I’d had enough experience that we turned it into a workshop program in 1989. We’ve been at it ever since. So I was at a talk. Joe Polish is a great friend of ours, Joe Polish with Genius Network. And he had a speaker there, and he says, “You’re one of the original gangsters, aren’t you? You’re one of the first people.” And I said, “I don’t know if I’m the original, but I think I’m the only surviving one.” So it’s 52 years that I’ve been doing what I’m doing. And I had the good fortune to meet John in around 2009. John, was that the year? 2009? John Bowen: Yeah, in the little economic downturn that everybody knows about here. Dan Sullivan: Yeah. And John had a great coaching program and we had a great coaching program. And over the years, we’ve talked a lot about what makes a entrepreneur exponential in their thinking. And finally, about two years ago, we decided, let’s write a book about this. And that’s the new book, which is called The Greater Game. That’s where this all started. It’s just been a great pleasure because we sync very well. Louis Diamond: Amazing. And Dan, I think a lot of people likely know you either from Strategic Coach. I know I’m personally a big fan of two of your books and I know of others, The Gap and The Gain and Who Not How. We’re going to talk about your new book, but I think it’d just be helpful. Can you talk about the key premise of some of your prior books, The Gap and The Gain and Who Not How? Dan Sullivan: As a result of my membership, I’m a member in other groups. And so Joe Polish of Genius Network fame, he’s been in my program for 28 years, and I’ve been in his program for 15 years. And there was a writer who was in one of the first Genius Network workshops, and he approached me. And I created a lot of books, but I create small books and they’re self-published. I do a book a quarter. I’m 82 in about three weeks. So when I was 70, I said, “I’m going to give myself a 25-year project. I’ll write 100 books in 100 quarters.” And this is quarter number 47, and I’m writing my 47th book. But they’re little books. They’re 60, 70 pages. They’re one-idea books. And Ben Hardy, who was, at that time, the number one writer on Medium, which is a blogging type medium, he approached me, and he said, “I know you don’t write big books and you don’t have publisher books. But,” he said, “if you ever did,” he said, “I’d like to collaborate.” And that was a great good fortune on my part. So we produced three books in five years. The first book was Who Not How. Who Not How basically says when you have a goal, the biggest problem with the goal, you’re excited about the goal, but you’re not excited about doing it. So you find “Whos” who help you and you build teamwork around it. And that was a big seller. And then, we had another concept which was called The Gap and The Gain that entrepreneurs, depending on how they measure their progress, can be perpetually unhappy or they can be perpetually motivated. And it all depends on how they measure their progress, how they measure their goal setting and their goal achievement. And then the third book, which has really turned out to be the big one, up until this book, this book will be bigger. It’s called 10x Is Easier Than 2x. So hence, Coach, everybody has a 10x game plan. Whatever number they want to choose, revenues, personal net worth, whatever, you have a framework of 10x, which is sometime in the future, but you use that future framework for deciding what you’re going to do today that will end up as a 10x result. I thought that was going to be our formula for the rest of my life until I met John. And then John is a great AI practitioner. And I began to realize that that 10x is now becoming 100x for really top-notch entrepreneurs, but the 10x is easier than 2x. And we just crossed the million mark with the three books, which is really good. And it’s great for lead… we’re having people show up and they’ve really bought into what Strategic Coach is. We have a good size company. We’re not a small company. We have 120 team members. We’re in five centers: Los Angeles, Vancouver, Chicago, Toronto and London, England. But it’s been really great because we’ve really grown with technological change and it’s basically, we teach people how to think about their thinking. And Lou, you were in for three years, both in-person and virtual. So you know what the starting structure of it is, but I’m in love with entrepreneurs. Entrepreneurs are crucial characters on the planet, but mostly they operate alone and what we’ve done is create a community for them. Louis Diamond: Fantastic. Thank you, Dan. And John, I think perfect segue to you, because I know you’ve spent your career serving and helping entrepreneurs as well, mostly within financial services or within wealth management. And you’ve been very kind to share some of your amazing research on advisors serving entrepreneurial clients in the past. But for anyone who’s missed those episodes, similar question for you, can you share what your companies do? CEG Elevate, CEG Insights, your new research, and then we’ll dive into your exciting new book. John Bowen: Thank you, Louis. And Dan and I are very excited about just entrepreneurs in general. Dan is, because he’s working with them directly. The best clients for financial advisors are entrepreneurs, largely, if you’re going to go high net worth, ultra-high net worth. So we have a company, CEG Elevate, which is our parent company. Two of the companies that are really interesting for this podcast is CEG Insights and this is our research arm. And we’ll study about 20,000 high net worth, ultra-high net worth clients this year in depth and 6,000 up to 7,000 we’ll do just of entrepreneurs. And this is in the partnership. Lou, I invited you up to… We were skiing two years ago in Park City and you couldn’t join us. But Dan and I made a deal to do a 25-year partnership studying entrepreneurship, one for Strategic Coach and his coaching clients, but really the opportunity for financial advisors. And it’s probably just as well because I came down, and I think, Dan, you were 80 at the time and I was 69. I’m 70 now. And I was skiing with a whole bunch of 40-year-olds, and they’re all going, “You guys are way too optimistic.” And Dan and I are just getting started on this. And the other company that’s applicable is CEG Worldwide, where we have the privilege of coaching and training some of the top financial advisors, those aspiring, and also working with the enterprises to really help move up market and do this great experience. Louis Diamond: Fantastic. Dan, question for you. What was the core problem you and John were trying to solve in your new book, The Greater Game? What is it that existing frameworks weren’t touching? And then John, I’ll have a follow-up question for you after that. Dan Sullivan: Yeah. Well, by the very nature of what we do, we’re not going for wannabes. We’re not going for entrepreneurs who hope to be really successful someday. We’re engaging with and we’re registering into both of our communities, people who, they’re already great. They’re already doing so many things right, but they’re kind of doing it unconsciously. They just have a unique ability for growth. They have a unique ability for networking and expansion, but the very, very core is they’ve done it on their own. And they’ve done it out of intuition and they’ve done it out of ambition and motivation. But their biggest problem is that they’re really lonely. I’m in my sixth decade now of coaching entrepreneurs, and people say, “Well, what’s the number one problem that entrepreneurs face?” And I said, “Loneliness.” They can’t explain themselves to the family they grew up with. They can’t explain themselves with their lifetime friends. They have thoughts about how they’re operating. And they take enormous pride in their ability to transform difficulties into breakthroughs, but they don’t have anybody to talk to. So what we’ve created is a community where when you walk in the room, everybody in that room immediately understands you. Everybody immediately applauds what you’ve done. Everybody is inspired by you. So my framework is I call, “What you’ve done on your own, you’re great. You’re a winner already, but who do you talk to?” You have to hide a lot of your success because they just won’t understand what it is that actually motivates you. And the beauty of the partnership with John is the vast majority of our clients are in 70 or 80 different industries, so they’re not peculiar. We start off with financial services, especially life insurance. But what I notice is that all the difficulty they get into life is they’re trying to communicate with people who don’t understand them. And what we’re saying is, “Stage one, you did it on your own, you’re great by any standard whatsoever. You check all the boxes for being a successful person, but you don’t really have any way to actually check out how other people are doing this.” And so we’ve created a community, and John has created a community where people, immediately, there’s understanding. And not only that, but there’s opportunity because they’re unique in their own ways. Every one of our entrepreneurs has created a very, very unique pattern of success that if they were with 10 other people, they could learn from this. If they were with 30 other people, they would learn even more. So that’s what we’ve done. So stage two is now joining a community where everybody gets you. Louis Diamond: Interesting. And that’s the premise of the book. We don’t want to have people not buy it, but what is the greater game? What’s the game that folks are playing and pursuing and how do you make it greater? Dan Sullivan: I tell you, what I’ve always been lacking, I’m sort of intuitive like most entrepreneurs are. We’ve done about 300 times growth since we started the program. But it’s intuitive. I don’t have any research to back this up. I’m low on fact finder. I find, generally speaking, the best facts are just the facts that I make up, but at a certain point, you’d like to have some actual research to back me up. So I’ve gone as far as I can go with our company without real research. Then John comes into the picture, and now we got some real research. And I will say this, this is generally true. It’s not just a problem with me that I don’t have research. I find that entrepreneurism is one of the least researched subjects on the planet. And John comes along and he’s done all the backfill for how entrepreneurs actually perform and I’ve got research to prove it. Louis Diamond: Perfect. Yeah, John, question for you. So what is The Greater Game? And then, how do you think it relates to what financial advisors have been missing? John Bowen: One of the things that we as financial advisors all want to work with people who have already won. And there’s no better group than entrepreneurs, successful entrepreneurs. If we look at people with 25 million or more of investible assets across all households in the US, 90% are entrepreneurs. And at the 5 to 25 million of investible assets, it’s three out of four. So at CEG Worldwide, we’ve always wanted to really understand advisors. And we said we’ll partner with Dan and his passion with entrepreneurs, we’ll go ahead and study them so that we can bring insights on how we can better serve them. And the very first thing we want to do is understand, yeah, there’s very different stages that we see of entrepreneurs and we talk about the whole concept of The Greater Game. And the idea here is we wanted to identify… And I’ll share some PowerPoint slides. I know a lot of us are listening and I just want to walk through this, but Louis will have it in show notes, his team will. We really saw four areas. The first one was level one, stage one was foundation for freedom. They had ambition, the vision, but they really needed security. And Dan calls this, and I love this term, “cash confidence.” But it’s really using a financial advisor to have security. And one of the things, the last time I was on with you, Louis, we talked about there’s 59.2% of entrepreneurs who want to switch advisors because they don’t believe they have that security. And that’s kind of the foundation. And this is why you’re never going to read a more friendly financial advisor book for entrepreneurs than this because in our coaching program, we’re developing workshops and so on to bring this message out. And then the second level is where now we saw… and there were four levels. Dan and I identified 5.4% of these entrepreneurs that were just killing it and they were going through all four levels. The second level was energy for expansion. They were very motivated, they were excited about getting up and really the intellectual property, and Dan’s been one of the big leaders in this, is so much of what we know… And as I go through this too, I want every one of the advisors to think about it’s not only your entrepreneurial clients, this is for you too, is having this intellectual property, getting it out of your head so that your business is not founder-dependent or personality-dependent. You’ve got this enterprise. And then, the third level where it really took off was collaboration and multiplication. And Dan talked about the power of community and this is so big. And for advisors, the community is often working with other professionals, the accountants, the attorneys, the investment bankers. Matter of fact, when we survey, we found that 40% of the people with 25 million or more that they invest with an advisor came through an investment banker. So creating that community, teamwork, having the right team and then autonomy. Can you step away from your practice? The entrepreneurs step away 30 days, 60 days, 90 days, making that independence, moving from the founder-dependent to the enterprise. And the last level was exponential. And this is all along the way, the AI opportunities to accelerate this and augment this is really real, but the agency where the blue ocean, creating new markets, then getting the commitment and courage. And at each of these levels, we saw different entrepreneurs just really taking off. And one of the things that’s so important, Louis, for what we’re talking about today is advisors all are ready to treat stage one, the foundation for freedom, but they don’t really understand the other stages, and that’s really what entrepreneurs want. So if you want to work in this market, it’s very important for you to understand what you can do to help. The difference is often for an entrepreneur, a three to five multiplier versus 15, the level one or stage one to stage four. And this is where it gets really exciting. Louis Diamond: This would be a question for John. You found, and he’s mentioned it, that only 5.4% of entrepreneurs operate as architects versus optimizers. Can you explain the difference between those two personas? John Bowen: Well, I’m going to set up the research and let Dan really bring it home. But Dan and I came up with this framework, The Greater Game and the 10 Multipliers, and we’ve got that and we’re putting it in order and we wanted to really confirm. And everything we do is empirical research. So we reached out to 1,000 very successful entrepreneurs, 1,016. And it became very clear that the 5.4% of them were actually executing on all these levels and they were just distancing everyone else. And what we came up with, and Dan mentioned it earlier, that his book, 10x Is Easier Than 2x, but we said, what we’re seeing… and we’ve got a whole bunch, I think it’s 26 stories in the book of entrepreneurs, we’re seeing so many people blow this out that 100x is easier than 2x, and it forces a whole different mindset where if you’re optimizing, you’re kind of looking incrementally. But when you step back as an architect, big picture, wow, huge opportunity, both for entrepreneurs and advisors that are entrepreneurs to make a real big difference. This is something you’ve really coached to and had the privilege of working with thousands of entrepreneurs helping them on that journey. Dan Sullivan: Yeah. One of the things that was confusing for me, Lou, when I first started coaching, because everybody who came in to coach, you remember when you came into your first Chicago workshop, that everybody in the room was motivated. I’m not a motivational speaker. I don’t have to motivate the entrepreneurs who are in Coach. They’re already motivated. The problem is the focus of their ambition and focus. And what we discovered was that there were two types that showed up. I didn’t really understand it, but they’re what I call status-oriented entrepreneurs. And what they are when they were a kid, they didn’t have anything. Their family wasn’t at the top of the pole. When they were born, they grew up in a certain community, but there were certain people who lived in the right part of town and they had really big houses and everything about their lifestyle was way above everybody else in the lifestyle. And they saw the lack of what they had, because of the way they were born, that they were going to match it. But the matching was based in not only what the big home looks like. They’ve got other homes, they’ve got vacation homes. They belong to clubs. There’s clubs for the winners, and the losers aren’t part of those clubs, golf courses and boating clubs and everything else. And what I noticed was their motivation was simply to get to that point where they had the same sort of status. And they’re interesting for a while, but once they’ve gotten to that level of status, they’re not interesting anymore. They go on cruise control at that point and they just want to stay within that framework. But the really interesting entrepreneurs, and we really highlight them in the book, it’s just about growth. So when they get to one level, they say, “That’s great. Okay, now I’ve got a new baseline and now I want to grow even further.” And we have one story, very, very interesting. When he came into my Chicago workshop, I met him and he said, “I’ve got a big engineering company.” This is Paul VanDuyne. He’s out of the Quad City area of Iowa. And he says, “My ambition for your program is for three years, I’m just going to plan my retirement.” And I said, “Well, we’ve got some thoughts about that.” So I said, “Just do your first workshop and we’ll talk about it 90 days from now.” And he came back and he had an entirely different game plan, and he’s grown basically 250 times in his last 13 years. He’s completely transformed the industry that he’s in and he had this growth. So what we’re looking for in The Greater Game, we’re looking for those entrepreneurs who are already successful, but they don’t see any stopping point. They’ll grow to one level and then they say, “Okay, that’s the new baseline. Now I grow to another level.” Meanwhile, three years ago, what happened is the world got a new capability called AI. AI, you’re not talking 10x. If you use it properly… a lot of people are in the very early stages here, but we can see the ones who are applying it for growth. John has set up an entire research structure just to measure the people, and what are the people who are just motivated by growth? They don’t see any stopping point. They don’t see any retirement age. They’re just growing. They’re in better health now than they were when they started their ambition. One of the great breakthroughs we’re having now is the impact of AI on physical fitness and health right now. And so you have 70-year-olds now who are way more ambitious at 70 than they were at 50. So we think a whole new world is being created in front of us, but there isn’t the research to measure what the real winners of this new game are actually doing. And The Greater Game is a lot of Strategic Coach thinking tools, but it’s also the phenomenal research that John is doing, and we’re measuring exactly what are these people who just constantly grow, what are they actually doing? John Bowen: Louis, if I can jump in, I want to go back to Paul just for a second because he was going to do something classical, and Dan is also my coach and I was going to do something similar. Paul told Dan that he was going to retire at 65, and his wife. And he were going to open up a little mom-and-pop coffee shop. And the reason so many of the entrepreneurs are caught in the 2x optimization is they’re grinding it out. They’re working harder to be more successful and the desire to do that isn’t very high. That’s why you retire. On the other hand, what we found, the ones working on 100x are building platforms and ecosystems. They’re architected. And as we were writing the book, CEG grew by 58%. I’m going to give a lot of credit to the book, because as Dan and I were working on the processes, I wanted to walk all the talks. This is where the world is changing. I want everybody to think as a financial advisor, you’re being served twice, one with The Greater Game, they don’t care about a few basis points on returns. That’s table stakes. So much of the level one is taking care of the investment side, mitigating taxes, taking care of the areas, protecting the assets, some charitable planning, maybe shoot in some succession planning. I can tell you only 6% of the entrepreneurs actually feel they’re getting that from you, but that’s only level one. If you can help them from each of the stages, stage one through four, and help them create that vision, they’re going to love you to death. Because many of them want to continue in this path and create tremendous value, bigger impact, not creating legacies in the sense of enduring legacies, but active legacies. Last year, my wife and I set up a private foundation. I called it The Greater Game Foundation. I just love this so much, the difference that you can make, and I want to do it while I’m living, not while I’m gone type of thing. I think that’s one Dan and I very much share. Louis Diamond: Awesome. You wrote the book 10x Is Easier Than 2x, but now you’re claiming 100x is easier than 2x. How can that be the case? Dan Sullivan: The interesting thing, one of my points of proof on the original idea, the 10x Mind Expander, I use a lot of what the entrepreneurs have already done to prove the future. In other words, I said… You’ll remember the exercise, Lou. And I said, “I want you to pick your best number.” Everybody’s got a best number. It’s revenue, it’s net worth, whatever. And I said, “I just want you to multiply by 10.” And immediately there’s this reaction. He says, “You know how hard it was to get to just where I am 10 times?” And I said, “Well, you’ve already done 10 times. You’ve probably done 10 times twice. So let’s go back to the beginning. When were you 1/10 of where you are right now?” And they can nail it. They can tell you the year, they can tell you the month when they were 1/10 of where they were. And I said, “Let’s write the actual structure that got you from 1/10 to where you are right now.” And there’s five stages, and usually it’s an event, it’s a new relationship and all of a sudden they get a big check. And we measure, as entrepreneurs, size of check is a good scorecard. When you’re first starting, you got a $10,000 check, that was the biggest check. But about five years later, you get a $100,000 check, and all of a sudden it seems strange at breakfast, but by dinner you’ve normalized the idea, “Well, I know what it’s like to get a much bigger check, a 10 times check.” And so I have them create five growth stages that took them from where they were 1/10 to where they are right now, and I said, “Now let’s go back and talk about doing 10 times more.” And what they recognize, 80% who’ve got them 10 times the first time is going to be the same. It’s relationship, it’s having a great team, it’s having a simple approach that always works and it’s about the kind end customer. It’s not about them. It’s about who is it that you’re being a hero to in the marketplace. Because the truth is people don’t want to have a lot of relationships as they grow. They’d like to have one relationship to grow. They’d like to have an advisor who’s growing with them. But then John introduced me to the whole world of AI and I said, “We’re not talking 10 times anymore. We’re talking 100 times.” I said, “If you apply this new form of thinking, because it is an entirely new form of thinking, to what you’re doing right now, you can see that 10 times is going to happen just by doing three or four things where you’re eliminating waste, you’re eliminating things that just don’t work anymore, changing relationships, changing teamwork, changing collaborations in the marketplace.” But meanwhile, this new world of thinking is making you healthier. It’s making you more fit. So where before you thought you wouldn’t have the energy at 70, you now have more energy at 70 than you had at 50. So you’re the only one who says when it’s going to stop. I’m 82 in three weeks. We’re having this… I’m 82 and I’m way more ambitious at 82 than I was at 52. And the world is, because the world outside in terms of technological capability and access is way, way bigger in my 82nd year than it was in my 52nd year, and I love the growth. I have to tell you that the greatest point where AI is going to have the impact is going to be making money. The big titans, the Metas, the Googles, the Nvidias, what do they have in common? It’s about the money and where AI is being applied most is how you do new things with money. So that’s where the 100 times now comes from. I’ve normalized it. I said, “We’re not talking a 10x game anymore. We’re talking 100x game.” But the number on the scoreboard isn’t the issue. The scoreboard is, are you actually having fun? Louis Diamond: Yeah, we call it living your best business life. That’s our major barometer in charge. John, I don’t know if you could pull up your slides again, but I want to talk about the bridge between stage two in your pyramid to stage three. So that’s from expertise into scalable property. Can you explain how this relates to a financial advisor or an independent business owner and why this concept is so important for the valuation of a business? John Bowen: The book, it’s written for entrepreneurs, but I wanted to create some bridges while we’re together with Louis on really what’s going on for financial advisors and how you can help them. So if they’re at our stage one, Dan and my stage one of The Greater Game, and they want to go to two, they’re kind of dreaming oftentimes, and we want to help them begin creating the architectural structure. And as an advisor, this is really going to encourage everybody to read chapter two, The Greater Security. It talks about really the VFO, Virtual Family Office structure that they want, and you got to help them get financially solid, building personal wealth outside of the business, tax, estate, insurance, business structure. That’s what we all do today. Then though, if they want to move from level two to three, what we find over and over again, advisors are not equipped to do this, because what we’re taking is that founder where everything’s in its head, we’re now helping them move from just having that expertise to having scalable property. This is that codifying the process of building IP that’s transferable. And this is where the real valuation changes. Now, I’m not asking financial advisors to be the IP experts, but what the entrepreneurs want is they want somebody to help them curate and then coordinate between each of these levels. We go from three to four that the founder is indispensable, oftentimes at three. Now we want the team there to be invincible. And it’s not just the individual team as Dan was talking about. It’s the community. The collaboration is where this really takes off. The noise of AI is making it harder to market, but by partnering, particularly as financial advisors, we can very quickly have groups. One of the reasons why I’m collaborating with Dan, I want to help our financial advisors to work with entrepreneurs. Dan wants that research. So this is the natural collaboration. But they’re interested here in governance, self-managing teams. One of the things that Strategic Coach is brilliant at, the pre-transaction they want. And what we find so often is the indispensable discount. So many businesses sell, if they sell at all, they’re selling for three to five times multiplier, not advisory, but traditional businesses. Well, if you can make it to four, all of a sudden you’re now talking to 10 to 15 times multipliers. And think of it as if I’m a buyer and I’ve been involved in 50-some transactions, what happens is if the business is the guy, the gal, they’re the business, then you’re buying a very expensive job type thing. So let’s just keep a simple one. They’re having a couple million dollars of EBITDA. And let’s say the high range of that, five times EBITDA is $10 million. Well, the difference at 15 times two million is 30. Now, a few basis points I don’t really care about. I really care about capturing that difference. And because there’s a machine working without, I can buy that machine and generate that cash flow and it’s also taking advantage of the vision. And then when we get to level four, this is where most advisors make the biggest mistake is, “I’ve won. I’m at level four. I’ve got tremendous wealth.” Okay, but I’m now looking at significance. And I do want to go, “It’s not enduring legacy I’m looking for. I’m looking for active legacy. I’m looking for family governance.” Do I want to continue to build it like Dan and I’m doing at 70? I’m building the business so I can continue doing it as long as I want to do it. At the same time, and I love the impact we have and I know you do too, Louis, for the impact you have. Why not build the platform that’s going to allow you to do that as long as you want to do that? And if you don’t want to do it, let’s create the most value to transfer. When you start having conversations like that with families, entrepreneur families, it just changes, and very few advisors can do that. And that’s what we’re finding. We have a coaching company, training company, we train those things. They’re winning, quite honestly, almost 100% of the time because entrepreneurs didn’t know that was available to them. Louis Diamond: Interesting. It seems like the difference between stage two in your pyramid, to leap to stage three or four, that seems like a pretty massive pivot point for valuation for building a scalable business, having a self-managing company, et cetera. Do you find or have you seen that advisors or entrepreneurs that are in stage two themselves, they kind of pattern-match when they’re working with their own clients and kind of manage their own clients into stage two, or is it not really connected? John Bowen: I think that once you get the bigger picture and see the greater game, you can help your clients. That is a very small percentage. Remember, it was only 5.4 of when we surveyed successful entrepreneurs were actually playing the greater game, all four levels, the 10 greater multipliers. So I think what we tend to do is we get stuck on what we can do. And all the training is for level one for financial advisors. We don’t know how to guide them through the other levels. And really, the big difference from two to three, Dan and I’ve talked about this a lot, and I think Dan’s one of the biggest champions of this, is collaboration, putting together strategic partnerships. It could be with your competitors. This is for entrepreneurs, competitors, it could be various vendor partnerships. But the ability to open up markets that way when you have now put together in level two your IP, value creation’s huge. For advisors, it’s putting together partnerships with centers of influence. When we survey top financial advisors, 70% of their best clients came through COI, Centers of Influence with accountants, attorneys, investment bankers, and so on. Well, let’s do it on purpose, be successful on purpose. Louis Diamond: Dan, question for you. In all your experience working with successful financial advisors, insurance producers, probably any entrepreneur, what do you feel are the most common things that folks do unintentionally to really hurt their enterprise value even long before, or if ever, they decide to sell their business? Dan Sullivan: Yeah, I think the biggest thing is they stay entirely within their industry. One of the first questions that we ask our entrepreneurs when they come into the program and where you see it most is in the professions: lawyers, accountants, engineers, architects. I’ll say, “Well, what is it that you are?” And they’ll say, “Well, I’m a lawyer. I’m a tax lawyer.” And I said, “Are you a tax lawyer or are you an entrepreneur who has a specialty in tax law?” Okay. It makes a big difference, because if you see yourself as a tax lawyer, then you’re saying that you’re a better paid factory worker. You’re a manual laborer. But if you’re an entrepreneur, it’s a fairly recent idea in human history. There’s always been entrepreneurs, but it wasn’t until about the beginning of the 1800s that you start seeing this really different class of people in the marketplace, who, it didn’t matter how they were born, they were taking advantage of some new multiplier technology. Steam power being a great example. Around 1800, steam power came on. And anybody who had a bright vision for themselves and had the wherewithal to figure out what needs could be satisfied with a new technology, all of a sudden they became rich. They became rich. And it was very disruptive, because up until then it was based on aristocracy and you were born into wealth or you were born into poverty. There was no crossover. So what we’re saying is anybody who comes into Strategic Coach, I said, “I’m not going to tell you anything about your particular industry.” I said, “You know all the best practice people in your industry and they have workshops and they have conferences and you go to them, but they don’t know how to be entrepreneurs. You know how to create a really well-paying job, but you haven’t created a company.” A company is a totally different realm and I would say the vast majority of entrepreneurs, 95% of entrepreneurs haven’t really created a company. They’ve just created a really well-paying job which requires their presence and their attendance. I said, “You don’t get any payout for your company. If you’re the company, you need to have a structure.” I’ll give you an example. We started the company in 1989, and we’re about 270 times what our first year revenues were, and that was a great year. I was very happy for the first year, but we’re about 270 times. Along the way, what I did is I created other coaches so it wasn’t just Dan, the coach. So we have 16 other coaches. And I’ll give you a little example. In 1994, that year our company did 144 workshop days, 36 per quarter. One coach: me. Last year we did 600 workshop days and I did 12. 588 were done by other coaches. And our coaches are great. They’re clients who have coaching instincts and they do it. So about four years ago, I met one of our clients who’s an M&A specialist, and I laid out all the facts just in conversation, “This is our revenues. We have no debt. It’s repeatable income, around 70% is repeatable for one year.” I put the whole structure together. And I said, “So right off the top, I don’t have any relatives on staff.” The first thing they look for, “Any relatives working for you?” And he gave me a number. It was a big number. It was probably four times revenue for that year. He said, “We got a lot of structures.” Then something happened in the marketplace, and this is a great breakthrough that the US Patent Office sometime in the last 10 years recognized that up until about 10 years ago, to get a patent, you had to have a technological component for what you were doing. Sometime in the last 10 years, the patent bureaus decided that the internet is the technological component. So they’ve introduced education and entertainment as patentable processes. So in the last three years, we’ve gotten 82 patents. 82 patents. And these are our thinking tools, Lifetime Extender, Free Focus and Buffer Days. You know the routine that you learn in the first three days, and we’ve got 82 of them. We’re averaging about 25. I get a new patent about every two weeks. So I saw this M&A specialist, and I said, “This has happened in the last three years.” And he said, “Immediately it doubles the valuation of your company.” So what John’s saying here, as you go through the four stages, more and more you get paid for your creativity, retail, you get paid for your retail. But if you structure it, you record it, you package it, it is even greater than what you got paid for your creativity. Louis Diamond: Super interesting personal anecdote, and I appreciate you sharing that because that definitely did drive the point home for me. I see the applicability to probably any industry, but especially to any financial advisor. Dan Sullivan: Oh, yeah. Louis Diamond: The best RIA firms, the best advisors, they pretty much all start off with a cult of personality founder who’s the rainmaker. And then the practices that really grow and scale and are valuable are more platforms. That’s what private equity wants to invest in. And those are the firms that get the higher multiples. Dan Sullivan: Yeah. So the big thing is there’s a really, really great IP lawyer. He’s in our program and he’s made the breakthrough, and he’s the first IP lawyer that doesn’t charge by the hour. He charges by the patent. If the IP lawyer charges by the hour, it’s a very slow patent. If he charges by the patent, it’s a very fast patent. But the big thing, he showed a slide that in just big corporations, 1980, you took big corp, Fortune 500, the S&P 500, more than 80% of their valuation was tangible. It was property, it was real estate, it was fleets, it was equipment. Last year, more than 80% were intangibles. It was your ideas, intellectual. If you look at Elon Musk, it’s all intellectual capital. If you look at Meta, you look at anything, it’s intellectual. It’s not tangibles. So we’ve entered into that new world and AI has introduced us to that new world. It’s new processes, new structures, new approaches and it’s really interesting. It’s hard for entrepreneurs to get their idea that your creativity is actually property. Louis Diamond: It sounds like the ultimate challenge for anyone listening is translate your process, your ideas, the stuff that you’re doing by instinct as you both had said, and turn it into something patentable or something repeatable that another advisor, another executive, another owner can pick up and deploy and scale. John Bowen: We share the process in chapter four. It’s the fourth greater multiplier. And we actually share Caldwell, the attorney that Dan’s talking about, his story and the value creation. He’s now the major player in that space. And this is where we as advisors, we’re given a twofer, Dan and Louis, is that you can help your clients, but you can do this yourself too. You’ve been involved in a number of large transactions. The difference, I had a $2 billion advisory practice I sold in ’98, and we sold for 16 times earnings. And a big part of it, we were in that blue ocean. We had agents that we created and strategic process that would run without me, and it did type thing. And it continued to grow and went for about 10 fold what I sold for a number of years later. This is something that’s very real. Louis Diamond: Absolutely. I got two more questions for you guys because I know you’re both busy. For an advisor who feels like they’ve won the growth game, they grow 10, 15, 20% per year, they’re charged up, they’re on the Barron’s list, the Forbes list, they’re hitting their AUM milestones, they built an amazing team, they have a family member in the business. They have everything that anyone could want. What does the next game look like for them? What’s the next frontier once you’ve achieved all those things that from the outside looking in, seems like you have it all? What’s the next game to play? John Bowen: Well, we’re going to both say The Greater Game, but the- Dan Sullivan: Well, tell them about the dashboard, John, because the book is just part of the deal here. It gives you the landscape. There’s a great tool that comes with the book. So tell them about the dashboard. John Bowen: Really what we wanted to do is to create kind of a community just around the book. Dan and I and team built a dashboard. We were very creative on naming, thegreatergamedashboard.com. You can go in and we’re now studying every month over 500 successful entrepreneurs. We have that data in here. You’ll be able to see how you compare at each of these stages, the four stages, the 10 multipliers. And you’re going to get specific recommendations. This is for entrepreneurs. But again, you should do it. If you’re a financial advisor, you have an equity ownership, you should definitely be doing it as well. And one of the things that we see over and over again, and Louis, you probably see this a lot in the conversations. They have advisors who have already won. They don’t know what the next game is. And it’s easy to check out at that point. It’s easy to frustrate the next generation of leaders and so on. If you take the time to really see what the opportunities are and architect to realize that vision, you can create, whether it’s selling the practice, creating tremendous value there or designing a role for yourself, maybe it’s executive chairman type for that business that you can guide it with the vision and what you’ve brought and strategy. But bring that team up. That’s going to create so much value, so much impact and you can design it for the life that you want. And that’s where I get very excited. Louis Diamond: I can hear the passion in your voice. Dan, let’s finish with you. Given all of your experience working with entrepreneurs, advisors, business owners, et cetera, what’s the one move that you’ve seen the most successful entrepreneurs in your orbit make that’s changed the trajectory of their firms and their life more than anything else? Dan Sullivan: I’ll answer it in a little roundabout way. Periodically, I have a thinking tool. I said, “If everything was taken away from you as an entrepreneur and they moved you 1,000 miles away, what’s the one thing that you would take with you? It has to be portable. So what is the most portable thing that you have that you would start over again with the greatest value that you had created previously? What would it be? And then you would rebuild what you’ve already created, but you would do it much faster. What would be the one thing?” It’s an interesting thought. But in our concept, it’s called unique ability, that there’s something about you, as an individual, that first of all gave you enough confidence to become an entrepreneur because it’s risky. It’s a risky proposition. It’s guessing and betting and it’s risky business and it’s unique ability. So the starting point for all growth in Strategic Coach is that there’s something about you that’s absolutely unique. You don’t have any competitors on this and it has two qualities. One is that you’re so good at it, you don’t take it seriously. You’ve done this since you were a child and it just comes to you naturally and you don’t see the significance of it. When you’re in Coach, you start seeing the significance of it. And the second thing is you just absolutely love doing it. It’s what you love doing most of all. It comes to you naturally. You don’t even have to think about it. And then you begin to realize that anything else you’re doing as the founder and the owner of your company, probably somebody else can do. So you’re doing 20 things, but really you should be doing three things. The other 17 things still need to be done but not by you. And that’s the breakthrough. You have to simplify in order to multiply. Louis Diamond: I absolutely love that. I know when I was in Coach, that was my biggest takeaway or realization was figuring out what my unique ability was because I think the two components,

Instead, you need to be selective by identifying a small handful of top COIs who can really help you grow your practice and who also can benefit by associating themselves with you. To hone in on potentially ideal candidates—and avoid wasting too much time on people who don't fit the bill—CEG Worldwide's Elite Advisor Strategist Jonathan Powell recommends that advisors have two meetings with the COIs who end up on their short list. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

As your team grows, defining the roles and responsibilities your team members have is more than just helpful—it's crucial to be able to maximize the success of your practice. But how you do define the right roles for each member of your team and ensure those team members have excellent clarity about their roles? For answers, we reached out to Kirk Hulett, CEG Worldwide's managing principal of team solutions. For more than three decades, Kirk has guided elite financial professionals to transform advisory teams into high-performance engines. Here's what he had to say about getting the right people in the right seats so they can help drive your practice to new heights. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

Every advisor I speak with wishes that they had more time. The challenge: Too many advisors are plagued by what we call time assassins—hidden traps that quietly steal your productivity, energy, and growth. The good news: You can identify and eliminate those time assassins in your practice, freeing up your ability to build true capacity. Here's a look at how to vanquish the time assassins, courtesy of Val Chaney, CEG Worldwide's managing principal of coaching. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That's up six-fold in just five years. Many of those dollars vanished from the personal lives of executives, affluent business owners and the families that financial advisors serve. The good news: You can turn that risk into a relationship-strengthening opportunity. To find out how, we reached out to Sarah Rosen from BlackCloak, a cybersecurity firm that specializes in working with corporate executives and HNW families. Watch, read or listen to find out more on our website for top financial advisors at CEG Worldwide.

What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? We created The Preeminent Financial Advisor Podcast to help you accomplish those key goals. Simply put, preeminent means surpassing all others. We want to help you attain a level of success that you may not have ever considered—or that maybe you've imagined but haven't figured out how to achieve. When high-net-worth investors in your market think of who the top advisor is, it's your name that immediately comes to mind. Key Takeaways: Empirical research into HNW investors and best practices of top financial advisors. Actionable, proven strategies designed to propel advisors to the pinnacle of success. Powerful combination of CEG Worldwide and CEG Insights. To access the Pay to Win Report discussed in this podcast, click here. The Preeminent Financial Advisor Podcast is designed to help you in two highly valuable ways: 1. In each episode, you'll get the latest empirical research on the attitudes, wants and needs of high-net-worth clients as well as the best practices of some of the most successful financial advisors in the business today. So often, advisors are surprised by what their clients are looking for from them. Our research will help give you a crystal-clear view of what the affluent expect from you today so you can set out to meet—and exceed—those expectations. Our research will also reveal what top advisors practicing today are doing to win the hearts, minds and assets of the affluent—so you can take a page from their playbook! 2. Of course, data is nothing if you can't put action behind it. So in each episode, we'll offer action steps for success rooted in the research and insights we uncover. That means you'll discover actionable strategies to implement that can help you move toward becoming the preeminent advisor in your market. SCHEDULE YOUR FREE PLAY TO WIN CONSULTATION NOW  

Podcast: The Diamond Podcast for Financial Advisors (LS 40 · TOP 1.5% what is this?)Episode: Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster BusinessPub date: 2022-04-07What's the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help advisors break through to the next level and accelerate growth.The podcast and artwork embedded on this page are from Mindy Diamond Financial Advisor Recruiter and Consultant, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Mindy Diamond on Independence for Financial Advisors (LS 38 · TOP 2% what is this?)Episode: Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster BusinessPub date: 2022-04-07 A conversation with John Bowen, Founder & CEO of CEG Worldwide Overview What's the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more. Watch… Listen in… > Download a transcript of this episode… About this episode… So what does it really take to become a top financial advisor? For many, it seems like an elusive title, limited to a chosen few. But in reality, elite wealth managers aren't born that way. Sure, they are driven by a determination to succeed with a high level of motivation. But it's not all nature—much of success comes from “nurture.” That is, learning from the best—like the guest on this episode, John Bowen, founder and CEO of CEG Worldwide. In speaking with other top advisors, many credit John's teachings as the “real gamechangers” for their businesses. And John speaks from experience: Prior to CEG, he built a wealth management business with some $2B in AUM. John helps advisors who are looking to break through to the next level and accelerate growth—a topic that ranks among the most popular on our show and one he talks about with Mindy Diamond, including: John's 26-year tenure as a financial advisor—and how that experience informs his coaching style and teachings. The real value of a “great coach” to a financial advisor—and how advisors can get the most out of their experience. The typical issues that advisors are looking to solve for—and how they can get back to the “simplicity” they may have experienced earlier in their careers. The dreaded “good enough” level that advisors get stuck at—and how to break through and build an amazing life of significance. The importance of providing a world class experience for clients—and how that impacts growth. Transitioning from “chasing clients” to “choosing” them—and why that should be a key goal to achieve. As John says, “Every advisor should create value independent of their firm or strategic partner.” That is, focus on doing all that YOU can to serve clients and grow your business. Take an annual look at your practice, your firm and the options available to you. And learn to embrace change—because advisors who are thriving are those who have learned to be a conduit to their clients, connecting them to new and exciting opportunities. Ultimately, it's a conversation that dives into what “really” helps advisors accelerate growth and live their best business life. Be sure to watch the video version or listen in to the audio only format—and visit this link for the special offer John mentions on the episode. Related Resources Mega-Moves: What's Driving the Movement of Advisors and Teams Managing a Billion or More? Change is typically motivated by a combination of pushes and pulls. Yet in the case of financial advisors managing $1B+, those factors are even greater. What are some of the common motivations for these advisors to consider change? Read-> How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves Rising above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you've been looking for. Read-> 2021's 10 Most Valuable Lessons from Advisors and Business Owners Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more. Listen-> John Bowen Founder and CEO 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. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he 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. Also available on your favorite podcast app and other media sites                                           Browse other episodes in this podcast series… The podcast and artwork embedded on this page are from Mindy Diamond - Financial Advisor Recruiter and Consultant, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

What's the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help advisors break through to the next level and accelerate growth.

As founder and CEO of CEG Worldwide, John Bowen has spent decades coaching thousands of elite advisors. So what separates top financial advisors from the rest? In this conversation with Catherine Williams, Dimensional's Head of Practice Management, John shares the four business development strategies that he believes all elite advisors should follow. As an added bonus, you can visit www.cegworldwide.com/fasttrack to receive a complimentary copy of John's book “Become the Expert the Wealthy Want,” and to arrange a business development strategy call with his team.

In Episode #8 of Mindset Mastery, "Creating Demand for You and Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide. In a nutshell: John Bowen, founder and CEO of CEG Worldwide, the world's leading coaching firm for financial advisors, talks about the skills and systems used by some of the top financial planners and investment advisors in the nation. In addition to offering to send a free book and video to those who request it, Bowen offers some quick tips and a mental framework for stepping up to an even greater level of success as a fiduciary professional today. Don't miss this important conversation! Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

John Bowen of CEG Worldwide talks with Marie Swift about how advisors who have positioned themselves as a pandemic experts are getting an unfair, competitive advantage + how the opportunity to capture additional assets now has never been greater. In addition to watching this video interview, be sure to download the free resources John has offered to the Swift Chats tribe: www.CEGWorldwide.com/freebook

In this episode of Let's Make Work Optional, Bryan Sarff and Brian Paulsen discuss the in's and out's of what the uber rich do for wealth planning. This includes a focus on taxes, asset protection, charitable giving, lifestyle management and the human element. All of these services are available through True Wealth & Company and our network of strategic partners. Reference material courtesy of VFO Inner Circle Special Report (March 2019) by Russ Allen Prince and John Bowen. Source data courtesy of AES Nation and CEG Worldwide.

In this new episode of "Let's Make Work Optional", Bryan Sarff and Brian Paulsen discuss the steps you should follow if you strike it rich...whether it's from someone leaving you a lot of money to winning the lottery! They outline what happens if a big windfall takes a toll on existing relationships, what excessive spending and bad decisions do to erode wealth and how to assess your situation early with professionals so you make smart decisions about your sudden wealth. Reference material from VFO Inner Circle Special Report by Russ Allen Prince and John Bowen. CEG Worldwide and AES Nation.

We have updated our podcasts to "Let's Make Work Optional" ! In this podcast, Bryan Sarff and Brian Paulsen discuss reclaiming some of your time and energy so you can focus on what truly matters to you. They outline the three action steps that will make you more effective and efficient...helping you get better results in less time. Reference materials from VFO Inner Circle Special Report by Russ Allan Prince and John Bowen. Courtesy of AES Nation and CEG Worldwide.

Sometimes the best offense is a great defense! And the fewer mistakes you make with your money, the better off you may ultimately be. Bryan Sarff and Brian Paulsen check out three financial fouls that the super rich go out of their way to avoid! It could help you hold on to more of your money too....on Mission Work Optional. Reference material from CEG Worldwide and AES Nation.

Bryan Sarff and Brian Paulsen look at highly successful and affluent people because they understand that if they help others address their problems, they'll be on the receiving end of favors from the people they helped. It's called the Law of Reciprocity, and it can be a hugely helpful tool in getting what you want in business and in life. Reference materials from CEG Worldwide and AES Nation (part of the Billionaire Intellegence Series) "The Power of Adopting a Reciprocity Mindset".

John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. Are you a coach, consultant, or service-provider who is tired of feeling stuck or you just don't know which step to take next? Get instant access to JV's 7-Figure Formula with the exact steps in the exact order to Make Your First Million. Download it by clicking here now. Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 1,000 episodes and 12 Million Listeners in 190 countries, this is the podcast for coaches, consultants and service-providers who want to get more clients, make more money, and create a bigger difference and impact. Named by Inc Magazine as one of the Top 13 Business Podcasts for 2017!

John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. Are you a coach, consultant, or service-provider who is tired of feeling stuck or you just don't know which step to take next? Get instant access to JV's 7-Figure Formula with the exact steps in the exact order to Make Your First Million. Download it by clicking here now. Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 1,000 episodes and 12 Million Listeners in 190 countries, this is the podcast for coaches, consultants and service-providers who want to get more clients, make more money, and create a bigger difference and impact. Named by Inc Magazine as one of the Top 13 Business Podcasts for 2017!

State of the Entrepreneur 6 critical success factors John Bowen. Six things that can help you grow your business to exponential growth. One, you want to nail. Now you want world-class customer experience. You want to scale. You want to scale your business, so it will grow. You want to systematize it so that you don't become the key driver. The systems become the slave to the business you want to monetize it. You want to increase your profitability. You want to bring people in that will help you build equity and create more profit within your business. You want to keep it. Some of that money for personal finance your personal future and then   Hey, this is Dave Negri with Contractors Secret Weapon. Today, I have a really neat guest with us today John Bowen and John has written a book coauthored with Dan Sullivan Joe powers the state of the occupation. It's a study that did have about 3500 business owners on six key topics that made them successful. The six key things. That six top things that did. And so, as we go through the interview today that the talk I just want to take notes because these are some really cool and poignant things that are the gold nuggets that will help you grow your business. But let me tell you a little bit about John. He’s a successful entrepreneur and founder of four multimillion dollar companies including AESNation.com, A financial advisers like CEG Worldwide during his experience the financial advisor or managing assets upwards of $25 billion. He found that most institutions and advisers lack the strategy necessary to build a practice that would make them indispensable to the ideal affluent quietly building a great quality of life. This led to founding CEG Worldwide organization in 2000 and continues to grow. John is a prolific author of more than 15 books to his name and a regular columnist for The Huffington Post and financial planning. He’s also the host of Accelerating Entrepreneurial Success Podcast. So, you're going to get a treat today. John has got some awesome things. Let's welcome him. John, I just want to thank you today for being with us and sharing your book with us the stuff that you got from the State of the entrepreneur. Dave, it's a real pleasure. I have a tremendous respect for my fellow entrepreneurs. And I was blessed with Dan Sullivan a strategic coach and Joe Polish of Genius Network and the three of us said you know nobody's really doing research on successful entrepreneurs and what separates the most successful among us and we have the privilege of going to both, all three of our audiences and said “Hey would you fill out almost a half an hour survey with us?” and we had 3500 entrepreneurs do it. So, we've gotten great insights that we've got tonight. You know I love making that available and we'll be making that available to all your listeners. That would be awesome. So, as you, as you put together your data and stuff and you come up with these six, I'm sure you can with more factors but I'm sure there are six keys ones like you said earlier that are the most prevalent to me. So, what are they? Well you know it's really what happens so often Dave and businesses when we get in we're all a little bit ignorant. We think business is simple and then all of a sudden it gets so complex we get overwhelmed. And one of the things I know you want to do and I want to do is we want to help our fellow entrepreneurs you know get on the right side of complexity and make it simple again and when we did that we saw six things. If you did these six things well it didn't matter what business you were in. This is what you need to do to be very, very successful. And so, when we kind of go I would go high level. I'll go right on my off-court date and then let's dive in a little bit on each. OK, excellent. So, first one is you've got to nail it no matter what business you're in. You're got to deliver a world-class customer or client experience you have to you know. Anybody with money has choices in today's world. Second, is you have to be able to scale it. So, once you got that client experience you've got to be able to scale it and really attract a steady stream of customers clients and then once we have that. I mean that's really those are the foundation of any business.   But what happens is that at certain levels it's different in every business model. We kind of peter out we can't do any more until we organize it. We have to really make our business systematic. And then why we're doing all this. What we've got to do is monetize it we've got to increase profitability the margins and increase the value the equity value in our business. And then boy you know we're building this great business and that's all really good. But we have to keep some of the money to get to build our personal well. We've got to take care of the people we love and the causes we care about. So, we've got to create the personal financial freedom so that we can make the decisions irrespective of our business.   And then really, we're in business not for more business. We're in business to support a great quality of life. We've got the 6 one is we've got to live it. And that's enjoying a great quality of life for all those around of us.   Every stakeholder is our clients and customers. Our teammates, your partners, we have shareholders and obviously our families and ourselves, Dave. Yeah, that's awesome. It's just amazing. And you know like you said we make it complex so making it simple. I like that part.   Well you know it's really the more and the simple a lot of times is nothing more than getting focused. So often in business you know we're all. Once we started having the success we started thinking we're really talented and we forget that if we can just focus in on that one thing, I always go back and think of city slickers where Curly says all you got to do is one thing and that's it. And in business, it is that when we start doing too many things, that's when we run into problems.   Wow. And that one thing could be multiple. I mean really it could be the wow factor or it could be delivery service or is it could be multiple of things but like you said the one thing that you're really good at that's the one thing and nobody's going to steal from it.   What I like. There's a fellow I work to a Joey Coleman and I did a podcast with him as well and I'm praying name of his company Dave. But Joey has his concept of the first hundred days and I would encourage all our fellow entrepreneurs to think about what is that you know if somebody decides to engage you to work with you. What're the hundred days? And you know as a contractor sometimes you may know, you may only come in for one piece of business but the reality is the hardest piece of business to get in any business is that first step. And if we can get them so that they're having an experience with us that they're going to use us ongoing. And it's as you said, Dave, wow so they want to share us with their friends.   And boy the ability to social media anymore. You know so often that we're finding a lot of the people we want to work with. And we're hearing from others how well they're doing. That's really made so many avenues have opened today to get business rolling for us. Well, let's go to number two.    Which is what we're what we're looking at here is scaling that and so we now have a great experience and we're really doing something well and to the extent that we can create a steady stream and this is the one thing we all want. I don't know that I've ever met anybody who said I don't want any more customers, any more clients you know and actually I can say a few people but they usually just don't want to grow their business.   They're kind of in the process of getting out of the business right. If you want to build you know the substantial business, be an entrepreneur you've got to have that steady stream of clients coming in and you know what. We live in a great time Dave because what's going on with today with the internet. The ability to market and lower cost. I mean you know the big thing is to be able to buy a page in the Yellow Pages was very hard to differentiate ourselves. Now we have so many different ways to reach out but we can never forget that the most important source is referrals and it's not only client referrals but it's also those strategic partners that we have.   And we do a lot of research in this and we find that the most successful business owners and how many successes, it's hard to measure. Success means different things to different people but add a million or more-net income. We count as very successful in every business.   And what they're doing is usually over half is through strategic partners. They're looking, they see the gatekeepers. You know I do a lot of work with financial advisers, and it’s the accountants and attorneys are there. There were contractors. Depending on your service. Who is somebody that already has all your clients that would be perfect for you? Building strategic relationships with them are so powerful.   Yeah, because I mean really, I'm just thinking about it now that static. That cut your marketing cost is almost zero. Well, I'm just thinking of you know at a fella a good friend that just moved out of the area about a year ago. But he was unbelievably talented kind of new in remodeling and he was a terrible marketer but you know just a great technician but not a business person. And we sat down over a drink and I said he got to do something Mark with us and he goes. Well you know you know can you refer.   And I go, Mark, I'm only one client I'm you know I might be able to introduce you when it comes up but why don't you go to where it is. And I introduced him to a couple of good friends that were the top architects in our area for remodels. And then he never you know he got all the business that he ever needed.   Yeah and that's rather than you know all you know the yellow pages that are the social media on Facebook. You know, let's think bigger where to do those people, where are they already that they have a trusted relationship with someone that you can earn. Think beyond the one g’s and the two-g’s individual client. Think about the people that already have your client.   And it's a lot more fun and then-then organized systematically you know we want to have our business systematic and the reason for that is you know if we were always doing one-off stuff, it becomes very, very difficult. We want to be successful on purpose. We want to take deliberate actions to whatever the goals that we're looking to do and we want to do it very efficiently. The more streamlined, the more effective it's going to be.   And this is where you know I love flow charting out exactly what we're going to do. Putting it in writing so it becomes real. And that is you know we're just seeing that over and over again that's transformational for most businesses. Because they get an “I” on it yeah. Well, what it does is they start looking that when we start mapping it out in the beginning. I know I had this experience I've got multiple businesses. I've been very successful over the years. I’ve been very fortunate blessed.   And I've had the chance to work with. You know we do research on every level of wealth all the way up to what we call the super-rich people with 500 million or more and I think we've done as much research on billionaires as anyone. And what we see is they really are focused and they're very queer oftentimes they're not the person doing the operational side, but they have somebody that just maps it out and anything that's not important is killed. You know they're going to make it as simple and elegant as possible. And this improves not only the quality of life of the entrepreneur, the contractor but also the team around it they love it and they'll work with you to simplify it. And that's where it really becomes great.   Yeah. And I would have imagined so. Well let's talk about you know as we do so we're going to nail it, we’re going to deliver a great experience, we're going to scale up. We're going to start having that steady stream of clients coming in. Then we're going to organize it so we have the processes are in place we have written procedures to do that then we're going to monetize it because now we've got it working so we can make it more profitable.   So, we're looking at you were working with someone who can get a virtual CFO but having somebody that really is outside the business is looking at the financials and looking at kind of what the exceptions are what can we do to actually make this more profitable. And what we find over and over again, there are so many ways to increase profitability and when we're so busy in our business doing it doing it doing it we don't see that.   And then as we do that the value of our business increases because now we've got the systems we become less important to the You've and the value if-if you choose to sell your business you know just goes up significantly.   And then what I like most about this is you know kind of the concept of keeping it. Creating personal financial freedom is so important because as we increase the profitability we to take some of the money out of our businesses so tempting to keep on investing and invest in invest in it. You know growing the business. But as we take it out and we build our personal wealth, we now have some freedom because we all know stuff happens and we're not going to be able to take really be successful in our business.   If we don't have the capital resources and this is something Dave I really feel passionate about because of my dad, I grew up in upstate New York. Had a great life a small town of 4000 but my father and uncle were one of the major employers. Number two employer with 400 employees and the cast iron foundry business.   And he gave me every dirty job in the pluckiness and I was kind of being groomed to run it down the road. I was the oldest son and lo and behold in my junior year in college, I'm waiting for the call to hear that I'm going to get the air-conditioned job. Finally, this year and he calls me and he tells me you know Don I've got some bad news is your uncle and I are going to put the foundry in the bankruptcy. I'm going to go out. He's going to wind it up I'm going to go get a job because I need the income.   Oh, and your mom and I are going to get a divorce. And it's like it was at that moment I mean I reflected and I just like standing there in shock and I go, daddy, you’re going to be OK? and the toughest thing was when he said I don't know. And this is where I at that moment I really didn't want that ever happening again. And you know I changed my major. Focused on financial and one of the top financial advisers in the country and me sold my businesses in ‘98. I started small mutual fund company manages a couple of billion dollars of money for top executives here in Silicon Valley.   And then I did sports and entertainment about CEO of a sports and entertainment financial group that had six hundred clients. The vast majority are you know there they were. We had the most NFL quarterbacks as well as a lot of people in front of the camera and I saw they were screwing up too and this was you know I just see this as universal Dave in a business owner. We have so many opportunities to really plan and I got to tell you even more about this new tax law to be so important to get advice.   I was just talking with a bunch of twelve hundred dollars in our tax attorney before we got together here and you know they show many things that we're all going to be able to do. We're going to need to make sure we're working with the right people because we have a not too silent partner working with us. The government taking what we want it to be fair and equitable. There's a lot of planning that we can do and then you know the last part is as we're doing all this we've got to live we've got to enjoy a great life.   And I find too many business people. We get caught up with as we're all about business. And then people tell us we have a balance and I don't believe in balance. I believe in harmony. You know I've got a wife of 37 years that hasn't always been balanced. I've got I don't have children but I've got up an awful lot of interest a whole bunch of things gone out of my life multiple businesses.   And what you do if you want to design your life to be successful on purpose and have those fun things you've got to schedule. I got to tell you a behaviorist tell us Dave six weeks out of the year we should be taking off to recharge ourselves. Most entrepreneurs we can't unless we schedule that early on. But that forces us to do all the other steps to get our business in such great shape that it's going to run without us which creates so much excuse me so much value.   Yeah, I like that thought six weeks out of the year. I mean here we need it recharge and you know so many of us are just going to feel like I've ever read that money right yeah.   And you know, in particular, I mean the demands on you know the profession that you were just you know where it's nonstop and there are shortages of contractors at least in my area and the demand. You know if we don't carve out time for yourself you beat yourself up and you know nobody's going to appreciate that. Right. You're not going to be of service to anyone you know at the end of the day.   This has really been awesome. I got two pages of notes here. I was just looking and I've got to see how many pages I've got a hundred. Now it's only about 81 pages kind of an almost an e-book type and it's really a great overview. You know one of the things we were talking before we turned on the mike. I do podcasts as well. I have a site called AES Nation. It's accelerating entrepreneurial success AESNation.com Where you'll be able to get this book as well as you know really follow some of the research and interviews that I’m dealing with you know very successful entrepreneurs and you know one of the things we want to do is let's not try to figure it all out ourselves. Let's go with them. You know work with really talented people that help us make it all happen. Yeah because everyone needs a team to grow.   What we do and we don't need them all of them, boys, we can outsource this and this is why I always like to work with people who have already walked the road ahead of me and they know they know how to do it. Dave as yourself. And that's where it really comes together   That’s really awesome. So this really been really intriguing and it just going through those six steps because that's another part of a blueprint that we can do to actually get where we need to be. So, your contact information is basically you want to go to it. How do you listeners the best place to go to find this is www.AESNation.com .   So, I’ll make sure that goes into the show notes and they go to AESNation.com and they can look for a book based on the home page cool and everything we just. A lot of stuff we went over but it'll be a little bit more detail. That would be AWESOME. AWESOME. This is really being awesome. I just want to thank you so much for taking the time to share with us today and your knowledge in this.   You know the six things that are really will help everyone if they implement it too. and then you get to go play golf and you're going to work on the last one. Number Six a good quality of life and I wish everyone else. You know let's go out make a difference. We've got all our current clients and future clients and customers counting on us. We can't let them down so we've got to do well on all six. Wish you the best. All right. Thanks so much.   Hey, I hope you really enjoyed that. John just delivered some killer content. And I just want to just give you a little brief overview and you need to come back and do this again. Take notes because it is six things that can help you grow your business to exponential growth. One, you want to nail. Now you want world-class customer experience. You want to scale. You want to scale your business so it will grow. You want to systematize it so that you don't become the key driver. The systems become the slave to the business you want to monetize it. You want to increase your profitability. You want to bring people in that will help you build equity and create more profit within your business. You want to keep it. Some of that money for personal finance your personal future and then six.   You want to live it your business support. That's why you went into business was to live it. So, let's do that again. Go back. Listen to this again. It is well worth your time to implement a bunch of this stuff into your strategies. Have a great week. Great day. Be profitable and grow your business with your lifestyle.   Connect with John Bowen https://www.aesnation.com/ get the book here  http://aesnation.com/assessment/     There are so many ways to do almost free marketing you just have to think about it or you could just go to the web site and pick up the free download.     4 Hot Marketing Strategies That Can Flood Your Business with Customers   If you have a story to tell and would like to be a guest on this podcast email my assistant Shell at Shell@contractorssecretweapon.com   and she will send you our guest sheet.       Our sponsors     Would you like your phone to ring more with qualified buyers people looking to buy now? Then let’s make that happen. Best Home Services Leads is dedicated to making your phone ring with qualified buyers wanting to buy now. Go to and fill out the form to get more information.       http://contractorssecretweapon.com/money      How about 100 free postcards sent out to your best prospective customers. Radius Bomb sends out hyper targeted, laser focused postcards using a map while sitting in your under ware at your kitchen table then go to http://contractorssecretweapon.com/radiusbomb      Painting Contractors, get up to a 24% better response rate just for having the right memorable telephone number 1-800-PRO-PAINTER.Check out your area before someone beats you to it and it’s not available. https://www.1800propainter.com/  

Ever wondered what a virtual event could do for your business? John Bowen shares results from a recent online conference he held and the steps to seeing similar results. One interesting point: 2600 people showed up with very little marketing and 10% of those people went on to buy at least a $100 package. John Bowen is a member of both Strategic Coach and Genius Network. He founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. Recorded live at the Genius Network Annual Event. If you would like access to the full presentation, the show notes, and the special resources for this episode, please visit 10xTalk.com/118 Here’s a glance at what you’ll learn from John in this episode: An exponential technology that makes increasing your reach and revenue easier than ever before How to cost-effectively deepen the relationship and create more engagement with your prospects and existing clients A platform you can access today to capture client data, leverage your time, and build profitable sponsorships

What can you see yourself as deserving of? What can you conceive above your own mind’s capability? Your beliefs inside of you show up to who you are. You deserve exceedingly, abundantly more than you can ask or even think of. Deborah Brunner is the Bestselling Author of the book, You Deserve This, Not That: Living an Abundant Life after Near Death, Abuse, and Addiction. She is a survivor of domestic violence and addiction and she’s going to share with us how she overcame those experiences and turned them into positive life lessons. When she had a heart attack at age 24, that was when she realized that she needed to choose to live a better life. “How wonderful life is when you finally believe that you are worthy.” — Deborah John Bowen is a successful entrepreneur and the founder of four multi-million dollar companies, including AESNation.com, Financial Advisor Select, and CEG Worldwide. In the show, he talks about how his work as a successful financial advisor and will share with us the importance of managing our money so we can get to the next level, and really make the most of what we have. Money is just a tool. Money isn’t an end. We’re all in business not for more business but business to support the quality of life for the people we care about. — John You deserve great things in life so embrace your own greatness. Listen in on this amazing interview on Thriving Entrepreneur.

SHOW NOTES   John Bowen, a lifelong entrepreneur, is a coach for financial advisors and a matchmaker for successful families in finding the right financial advisor to help them make smart decisions about their money. John is the CEO of CEG Worldwide, a firm dedicated to helping financial advisors transform their practices into simple, elegant wealth management businesses that serve their clients well and create value. Financial advisors engage CEG to enhance their client impact, increase net income and economic value and improve quality of life for all stakeholders. John is also the founder of Financial Advisor Select (FAS), a service that matches successful families with top financial advisors. Families engage FAS to obtain an independent second opinion from a fully vetted top financial advisor in their community, make smarter decisions and eliminate the effort needed to find a top financial advisor who is right for them. John is a widely recognized leader in the financial services industry. He writes a highly acclaimed monthly column for Financial Planning and a weekly column for entrepreneurs for the Huffington Post. He has also authored or co-authored six books, including most recently The Wealth Management Edge.   Listen and Learn: How to maximize your wealth Discover the importance of being proactive Why breaking through the noise is the biggest marketing challenge What the difference between a CPA and a wealth manager is How values, goals, and relationships work together TO LEARN MORE ABOUT CEG WORLDWIDE, CLICK HERE. TO FIND JOHN ON LINKEDIN, CLICK HERE. DO YOU FEEL LIKE YOU ARE JUST TALKING TO THE SAME OLD PEOPLE AND THAT YOU AREN’T GETTING THE SAME UMPH! FROM YOUR MARKETING THAT YOU HOPED FOR? WANT MORE SIZZLE AND MORE STRATEGY IN YOUR CAMPAIGN? YOU’VE COME TO THE RIGHT PLACE. CALL LORI JONES TODAY AT 303-678-7102.

In this Episode, you’ll learn how to master conversational marketing to increase your reach and deepen your relationships with clients and prospects with Genius Network and Strategic Coach Member, John Bowen. John is CEO and founder of CEG Worldwide and is often regarded as the top coach for financial advisors and a leader in the financial services industry.  Here’s a glance at what you’ll learn from John in this episode: Mastering Conversational Marketing: How to connect and do business with influential and affluent clients Two ideas that made him $1.5 million dollars and has put him on track to do $10 million over the next 24 months What he does to get a 97% conversion rate on his webinars (This strategy gets webinar attendees to schedule appointments with your company without needing to chase them or follow-up) A lead generation technique you can use to massively increase your lead flow (This technique works best with large companies who have large customer databases) John reveals a unique way to position yourself as the expert in your market and attract motivated, qualified prospects If you would like access to the special resources and show notes for this episode, please visit www.10xtalk.com/111

We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to discuss processes and share what works with clients in their practices. Thanks to everyone that came out and many thanks to the kind folks at  The Milestone Group and Bank of Texas Private Bank  for hosting us! “It’s color coded!” The Path to Discovery by John Bowen, founder and CEO of CEG Worldwide  

Want to be, hope to be, or wish to be wealthy? Why not just commit to be wealthy? It starts with your head. Our guest is about to lay the basis for having a mentality of extreme wealth! Best Ever Tweet: 88% of business owners are disappointed in their own advisors and are not proactive. John Bowen Real Estate Background: - Founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com - Host of Accelerating Entrepreneurial Success Podcast - Founder of Financial Advisor Select, an organization that matches customers with vetted financial advisors - Author of more than 15 books and a regular columnist for The Huffington Post and Financial Planning - Based in San Martine, California - Say hi to him at Click here for a summary of John's Best Ever advice:   Made Possible Because of Our Best Ever Sponsors: Want an inbox full of online leads? Get a FREE strategy session with Dan Barrett who is the only certified Google partner that exclusively works with real estate investors like us. Go to  to schedule the appointment. Subscribe in iTunes and Stitcher so you don’t miss an episode! 

How close are you to your ideal lifestyle? John Bowen is living his, and knows how you can build the lifestyle you want. And he does it by teaching his clients tactics and insights from the super wealthy elite who have been his clientele in the past. John is a top business coach for financial advisors as the founder and CEO of CEG Worldwide, which is about to become an eight-figure business. In that role, he runs a mastermind group for 200 top financial advisors to help them become “seriously wealthy.” Insights of the super wealthy can help you build the lifestyle you want. Via @RustyLionAcad John says that only about half of financial advisors know about the new, advanced financial planning techniques he uses, and less than 10 percent of those use them for individual clients. Even with such amazing reach, John works from his 1,600-square-foot pool house/office in Silicon Valley with zero actual employees. In this episode, learn how to build the lifestyle you want—one filled with freedom and prosperity—by using principles and insights that extraordinarily wealthy people use. If you want to live a long life and enjoy every minute, this episode is for you. And if you want to build a lifestyle filled with more freedom while loving the work you do, click play in the player above to get started. It's never too late to build the lifestyle you want. It's not too late to have a 25-year plan at age 70. Via @RustyLionAcad Listen to this episode to hear John Bowen, CEO and Founder of CEG Worldwide, tell how to build the lifestyle you want and more: Becoming the largest advisory group at Charles Schwab. Why people playing golf five days per week don't have a great quality of life. How building other business owners' lifestyle is the ideal lifestyle for John. Why John isn't a politician now. Living to 120 and loving every minute. How to let the market dictate to you what it needs. Why to never personally guarantee your business ventures. (Awesome story alert!) Using empirical evidence to trump your gut instincts. The one discipline that can help you become more successful. How to continually improve your lifestyle. Books and resources mentioned in this episode: Some of the following links are affiliate links. If you click through and purchase Rusty Lion Academy may get a small commission. “The Perfect Day Formula: How to Own the Day and Control Your Life,” by Craig Ballantyne “The Wealth Management Edge: Unlocking the Wealth-building Secrets of America's Most Successful Affluent Families,” by John Bowen John's Free book! Co-written with Dan Sullivan and Joe Polish! “The State of the Entrepreneur” How to connect with John Bowen, CEO and Founder of CEG Worldwide: AES Nation Podcast CEG Worldwide Do this next to build the lifestyle you want: You can have it all. Freedom to go big at work, but get home with time and energy to enjoy your family each evening. Those freedoms start by joining our movement, a movement and brotherhood of men who want that lifestyle for themselves. All without waiting until life has told them they're successful. Apply for your free 30-minute Freedom Breakthrough Session to build a lifestyle that stokes a fire under your business and your family life—at the same time. Then prepare to see behind the curtain of your own mind.

Today’s guest episode of USR features John Bowen! John is the Co-founder of AESNation.com, a rapidly growing community of entrepreneurs dedicated to accelerating their success while making a difference in the world.  Three days a week he hosts the Accelerating Entrepreneurial Success Podcast featuring revealing, in-depth interviews with today’s leading entrepreneurs.     As a lifelong entrepreneur himself, John is also founder and CEO of Financial Advisor Select, an organization that is dedicated to helping successful individuals and families select and make informed decisions by introducing them to top, vetted financial advisors.   In this episode, you will learn: -the top strategies of the super rich and how exactly you can start to implement them into your business -how to understand exactly what your clients need and want so you can create a better bond with them and ultimately generate more leads -how to see a tremendous increase in ROI all by putting a bit more discipline into your business transactions As if these two incredibly impactful companies weren’t enough, John is also founder and CEO of CEG Worldwide, where he has helped hundreds of financial advisors build simple and elegant wealth management businesses.  His 26 years as a financial advisor has taught him that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses.  In creating CEG Worldwide, John has filled that void and continues to be widely recognized as a leader in the financial service industry. Mentioned in this episode: John’s Ebook: The State of the Entrepreneur - http://www.aesnation.com/the-state-of-the-entrepreneur/ Connect with John: http://www.aesnation.com/ https://www.facebook.com/aesnation/ https://twitter.com/AESNATION   Connect with Kelly: www.kellyroachcoaching.com www.facebook.com/kellyroachinternational www.twitter.com/kellyroachint A HUGE thank you for listening to Unstoppable Success Radio!   I would be so grateful if you left me a rating and review!     My mission and goal is to serve you, my listeners, so please submit your questions for an upcoming #ask Kelly episode by emailing coaching@kellyroachcoaching.com or @kellyroachint or calling 610 910 3600 to submit your questions!       Here's how I can help you achieve your goals:     -How to build, scale and automate growth in your business:kellyroachcoaching.com/yes     -Take your hobby, side hustle or new business quickly to the 100k mark: kellyroachcoaching.com/100k     -Turbo charge your productivity, break through overwhelm and the impact the profit in your business in 30 day or less kellyroachcoaching.com/higher-profits/     -Inquire about Private consulting and coaching by completing the application at: http://kellyroachcoaching.com/apply-now/     Get insider tips and resources only available to my private email community by texting IGNITE to 44222 or visiting kellyroachcoaching.com and selecting any of the exciting resources or trainings available for immediate download.     Have you gotten your copy of UNSTOPPABLE: 9 Principles for Unlimited Success in Business and in Life at Amazon here NOW!

CEO John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses. Bowen founded CEG Worldwide to fill that void, with the belief that providing advisors and institutions with research about the best practices of top elite advisors—and the coaching to use these practices effectively— would help them achieve new levels of success.In this interview you will learn:* How do successful business owners become seriously wealthy while growing their businesses?* How do successful business owners mitigate income taxes and generate even more wealth?* What should successful business owners do to take care of their heirs?* How do successful business owners protect themselves from unjust lawsuits and/or divorce proceedings?* How can successful business owners do more to support worthy charitable causes?* How should successful business owners find and work with professional advisors who will truly add value and help them reach their goals?Learn More: www.aesnation.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

CEO John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses. Bowen founded CEG Worldwide to fill that void, with the belief that providing advisors and institutions with research about the best practices of top elite advisors—and the coaching to use these practices effectively— would help them achieve new levels of success.In this interview you will learn:* How do successful business owners become seriously wealthy while growing their businesses?* How do successful business owners mitigate income taxes and generate even more wealth?* What should successful business owners do to take care of their heirs?* How do successful business owners protect themselves from unjust lawsuits and/or divorce proceedings?* How can successful business owners do more to support worthy charitable causes?* How should successful business owners find and work with professional advisors who will truly add value and help them reach their goals?Learn More: www.aesnation.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

John is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. Get the 5 proven steps to rapidly grow your business, make a bigger impact, and achieve your First Million. Attend the next LIVE First Million Webinar  with international business coach JV Crum III.  Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 500 episodes and 10 Million Listeners in 176 countries, this is the podcast for business owners and coaches who want to grow their businesses, make a bigger impact, and ultimately achieve their First Million! JV interviews the top entrepreneurs, experts, authors, and coaches on how to get the right mindset, develop your business systems, and execute to achieve bigger results, faster!  

John is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. Get the 5 proven steps to rapidly grow your business, make a bigger impact, and achieve your First Million. Attend the next LIVE First Million Webinar  with international business coach JV Crum III.  Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 500 episodes and 10 Million Listeners in 176 countries, this is the podcast for business owners and coaches who want to grow their businesses, make a bigger impact, and ultimately achieve their First Million! JV interviews the top entrepreneurs, experts, authors, and coaches on how to get the right mindset, develop your business systems, and execute to achieve bigger results, faster!  

We were lucky to be joined this week by John Bowen, co-founder of AESNation.com, a rapidly growing community of entrepreneurs dedicated to accelerating their success while making a difference in the world. Three days a week, he hosts the Accelerating Entrepreneurial Success podcast featuring revealing, in-depth interviews with today’s leading entrepreneurs. A lifelong entrepreneur, John is also founder and CEO of Financial Advisor Select, an organization dedicated to helping successful individuals and families make informed decisions by introducing them to top vetted financial advisors in their communities. He is also founder and CEO of CEG Worldwide, where he has helped hundreds of financial advisors build simple and elegant wealth management businesses that make them indispensable to the right affluent clients while improving their profitability and enhancing their lives. Bowen is widely recognized as a leader in the financial services industry. He was a financial advisor and investment firm CEO for 26 years, including eight years as CEO of Reinhardt Werba Bowen Advisory Services, where he was responsible for more than $1.6 billion in assets. He writes a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. He is the author or co-author of several books, including Breaking Through: Building a World-Class Wealth Management Business, The Prudent Investor’s Guide to Beating Wall Street at Its Own Game, Creating Equity: How to Build a Hugely Successful Asset Management Business and The State of the Entrepreneur. In this show, we tackle the power of investing in yourself, making right decisions in building your wealth and growth strategies for your business. Find out more about those topics and more: 02:00 – Investing in yourself and WHY it's so powerful 05:20 – 6 Key Drivers of Strategies in investing back in ourselves and in the business 09:04 – The purpose of business is to make a difference in the world 11:13 – Key financial concerns that puts many entrepreneurs off 13:56 – Resources to help you maximize your wealth and make smart decisions about your money 20:02 – What was their purpose and mission in building AESNATION.com 22:18 – Getting on the right side of complexity 23:44 – Wrap Up Tweetables: “The purpose of business is to make a difference in the world.” –John Bowen “Your ability to build out wealth more quickly increases dramatically if you’re working with the right team.” – John Bowen Resources: http://www.bossacademy.com/ www.trafficandfunnels.com/ http://www.aesnation.com/ http://www.aesnation.com/the-state-of-the-entrepreneur/

John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide, AESNation.com, and Financial Advisor Select. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors on how to serve their affluent clients even more effectively. He is a prolific podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. In this episode, John and Stacy discuss some valuable lessons that he’s learned as an entrepreneur that you can apply to your business. Some highlights include: “…at that moment, I decided to be a financial advisor, really helping families so that no family went through what we did.” At minute 1:00, John talks about the moment he knew he wanted to become a financial advisor. “There has never been a better time to become an entrepreneur.” At minute 4:00, John talks about how much opportunity there is to create wealth by serving other people. “As entrepreneurs, we’re always trying to save money.” At minute 8:00, John talks about an important lesson that he learned in his business as well as the value of mastermind groups. Work-life balance is important. At minute 13:20, John talks about work-life balance and his belief that we’re in business not for more business, but rather to build and support the quality of life that we want. Create credibility and authority. At minute 16:20, John talks about the importance of online marketing. Ways to contact John: Website: www.aesnation.com Resources: SaneBox *Business Rescue Road Map may be an affiliate or receive compensation from some of the business listed for referrals, as their “thank you” for sending you their way. However, we would never recommend any product or service unless we personally love the product and have great things to say about it. Our reputation is at stake and we would not jeopardize that!

John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning. During This Show We Discuss… How business owners become seriously wealthy while growing their businesses Commonalities of ultra-wealthy business owners The biggest risks business owners face that jeopardize their wealth What smart business owners do to mitigate risks such as potential lawsuits The best way to mitigate paying high taxes as a business owner What business owners do to mitigate their risk of something happening to them, and the business failing as a result The type of mentors and financial savvy people should business owners have involved with them and in their business And much more

John Bowen is co-founder of AESNation.com, a rapidly growing community of entrepreneurs dedicated to accelerating their success while making a difference in the world. Three days a week, he hosts the Accelerating Entrepreneurial Success podcast featuring revealing, in-depth interviews with today’s leading entrepreneurs.  A lifelong entrepreneur, John is also founder and CEO of Financial Advisor Select, an organization dedicated to helping successful individuals and families make informed decisions by introducing them to top vetted financial advisors in their communities.  He is also founder and CEO of CEG Worldwide, where he has helped hundreds of financial advisors build simple and elegant wealth management businesses that make them indispensable to the right affluent clients while improving their profitability and enhancing their lives.

Ever wondered who coaches and trains the best financial advisors and wealth builders in the world to elevate their game? Well, here is your chance to learn from one of top trainers and wealth mentors in the world! In this episode Matty A. converses with John Bowen, Founder of CEG Worldwide and AES Nation. Among many other great topics, John shares why he spends 100K a yr on education and masterminds to grow his wealth, influence, and business. With this approach, he has grown one of the top entrepreneur podcasts and has gained friends like like Dan Sullivan and Peter Diamandis along the way. If you're interested in a refreshing outlook on wealth, this is one interview you won't want to miss.    Show Notes

John Bowen is co-founder of AESNation.com, a rapidly growing community of entrepreneurs dedicated to accelerating their success while making a difference in the world. Three days a week, he hosts the “Accelerating Entrepreneurial Success” podcast featuring revealing, in-depth interviews with today’s leading entrepreneurs. A lifelong entrepreneur himself, John is also founder and CEO of Financial Advisor Select, an organization dedicated to helping successful individuals and families make informed decisions by introducing them to top vetted financial advisors in their communities. He is also founder and CEO of CEG Worldwide, where he has helped hundreds of financial advisors build simple and elegant wealth management businesses that make them indispensable to the right affluent clients while improving their profitability and enhancing their lives. Secret – timesaving technique John uses Smartsheet -- you've got to be organized. ONWARD! Daily habit that contributes to success Have a plan -- John has two 90-minute sessions where he does specific tasks -- and those 90-minute sessions are set in stone. Could have ruined your business – but now – an invaluable learning experience John built an office building -- the stock market took a major downturn -- and John tells the whole story here. Most critical skill you think business owners need to master to be successful "We all need to master marketing -- but we need to nail down that world-class experience first." Most influential lesson learned from a mentor "It's cheaper to hire the most expensive person."   Final Round – “Breaking Down the Recipe for Success” What systems would you go back and put into place sooner? I would have used technology much more efficiently. What one strategy or “recipe” would compound into big wins for business owners? Deliver a world-class client experience and really focus on the first 100 days. What strategy would you recommend new business owners focus on to best ensure success? Focus on the client experience Pay yourself first How best to connect with John: Website: www.aesnation.com

John Bowen, founder of four multi-million dollar businesses, including CEG Worldwide, AESNation.com and Financial Advisor Select, shares his insights on the advanced strategies used by the most successful multi-millionaire entrepreneurs to maximize personal wealth. Learn more about the latest research on the State of the Entrepreneur, Personal Wealth Scorecard, and the Six Key Drivers of Success.

John Bowen - the man who gives financial advice to financial advisors. John’s an expert in the financial world. After founding six multi-million dollar businesses, John moved on to coaching the world’s top financial advisers on ways to better serve their clients. Tune in to hear John’s advice for Nathan on investment, why entrepreneurship is the best way to make millions, and why you need to be playing the long game. Famous 5: Favorite Book? – Bold What CEO do you follow? — David Booth What is your favorite online tool? — SaneBox Do you get 8 hours of sleep?— No If you could let your 20 year old self know one thing, what would it be? —That I wasn’t as smart as I thought I was Time Stamped Show Notes: 01:30 – Nathan’s introduction 02:00 – Welcoming John to the show 02:08 – Key firm is CEG Worldwide 02:55 – Created a firm to do research on the best practice of top financial advisers 04:12 – CEG coaches financial advisors. One product is a year-long coaching program that costs $2000 per month. 05:05 – There’s also a mastermind group that costs $18k per year 06:00 – If you have less than $100k, you can’t afford a good financial adviser 06:57 – “The surest way of creating tremendous wealth is being an entrepreneur” 07:20 – Entrepreneurs often don’t create personal wealth soon enough 08:17 – Do you invest in your own business or other options? 09:30 - We’re not in business just for business - we’re in it for quality of life 10:10 - Think about the long haul 11:15 – Your time is the most valuable asset you have. Focus on a few things. 12:35 – Some financial assets have become commercialized 13:20 – John likes to invest in a team: “Have a personal CFO” 14:45 – What’s John focused on now? 15:05 – John’s just started a site with Dan Sullivan and Joe Polish: Accelerating Entrepreneurial Success 16:00 – Get your free book on the website and learn from the world’s most successful entrepreneurs 18:15 – Famous Five 3 Key Points: 9/10 multi-millionaires are entrepreneurs You don’t have to change the world overnight. Put a long-term plan together and be patient. Your time is your most valuable asset. Focus on what you’re passionate about. Resources Mentioned: Host Gator – The site Nathan uses to buy his domain names and hosting for cheapest price possible. Freshbooks - The site Nathan uses to manage his invoices and accounts. Leadpages – The drag and drop tool Nathan uses to quickly create his webinar landing pages which convert at 35%+ Audible – Nathan uses Audible when he's driving from Austin to San Antonio (1.5 hour drive) to listen to audio books. Show Notes provided by Mallard Creatives

On today's episode of the Game Changer Talks, we're excited to have John Bowen on the show. John is the CEO of CEG Worldwide, a coaching organization that educates the top 1% of all financial advisers worldwide. Listen in as John shares his incredible entrepreneurial journey from Navy Pilot to managing over 400 employees and then running his virtual consulting company. Drawing upon the lessons he learned over his many years in the financial world, John is now working with financial advisors to  help them provide their clients with an amazing experience. Do not miss John’s game-changing tips that will ensure that you are delivering the best possible customer service that will have your name on the tip of everyone’s tongue.  You can find show notes and more information by clicking here: http://bit.ly/1rZaC11