Podcasts about ceg worldwide

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Best podcasts about ceg worldwide

Latest podcast episodes about ceg worldwide

The Preeminent Advisor Audio Podcast
Keep Your Top Clients Loyal – Episode 1 – Welcome to The Preeminent Financial Advisor Audio Podcast

The Preeminent Advisor Audio Podcast

Play Episode Listen Later Oct 4, 2023 27:39


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  

HUM Curated Podcasts
Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster Business

HUM Curated Podcasts

Play Episode Listen Later May 3, 2022 52:38


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.

HUM Curated Podcasts
Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster Business

HUM Curated Podcasts

Play Episode Listen Later May 3, 2022 52:38


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.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster Business

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later Apr 7, 2022 52:38


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.

Managing Your Practice
Four Strategies for Becoming an Elite Financial Advisor

Managing Your Practice

Play Episode Listen Later Apr 19, 2021 38:02


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.

Mindset Mastery Podcast by NAPFA
Episode #08: "Creating Demand for You and Your Expertise” with John Bowen

Mindset Mastery Podcast by NAPFA

Play Episode Listen Later Oct 5, 2020 20:03


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

Swift Chats in the Financial Services Industry
The Opportunity to Capture Additional Assets has Never Been Greater with John Bowen

Swift Chats in the Financial Services Industry

Play Episode Listen Later Aug 8, 2020 18:22


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

Mission: Work-Optional
#56 - Elite Wealth Planning....What Is It And Why It Matters

Mission: Work-Optional

Play Episode Listen Later Aug 13, 2019 16:55


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.

Mission: Work-Optional
#55 - Sudden Wealth: What To Do If You Strike It Rich

Mission: Work-Optional

Play Episode Listen Later Aug 6, 2019 22:09


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.

Mission: Work-Optional
#54 - Want To Work Smarter, Not Harder?

Mission: Work-Optional

Play Episode Listen Later Jul 30, 2019 22:09


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.

Mission: Work-Optional
#52 - Three Money Mistakes the Super Rich DON'T Make!

Mission: Work-Optional

Play Episode Listen Later Jul 16, 2019 18:51


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.

Mission: Work-Optional
#50 - The Power of Adopting a Reciprocity Mindset.

Mission: Work-Optional

Play Episode Listen Later Jul 2, 2019 13:16


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".

Conscious Millionaire Show
1087: BEST OF CONSCIOUS MILLIONAIRE: John Bowen: How YOU Can Become Seriously Wealthy!

Conscious Millionaire Show

Play Episode Listen Later Apr 20, 2018 34:37


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!

Conscious Millionaire  J V Crum III ~ Business Coaching Now 6 Days a Week
1087: BEST OF CONSCIOUS MILLIONAIRE: John Bowen: How YOU Can Become Seriously Wealthy!

Conscious Millionaire J V Crum III ~ Business Coaching Now 6 Days a Week

Play Episode Listen Later Apr 20, 2018 34:37


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!

Contractors Secret Weapon Podcast
State of the Entrepreneur 6 Critical Success Factors John Bowen 263

Contractors Secret Weapon Podcast

Play Episode Listen Later Jan 17, 2018 25:40


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/  

10x Talk
Seven Steps To Hugely Successful Virtual Conferences with John Bowen - 10xTalk With Dan Sullivan and Joe Polish Episode #118

10x Talk

Play Episode Listen Later Oct 4, 2017 13:49


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

Thriving Entrepreneur
All About Wealth and Worth with John and Deborah

Thriving Entrepreneur

Play Episode Listen Later Sep 26, 2017 60:00


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.

Integrate & Ignite Podcast
Episode 83: Accelerating Your Success, with John Bowen of CEG Worldwide

Integrate & Ignite Podcast

Play Episode Listen Later Sep 13, 2017 51:02


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.

10x Talk
Mastering Conversational Marketing | John Bowen

10x Talk

Play Episode Listen Later Jun 28, 2017 16:07


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

You're A Financial Planner; Now What?
Processes – FPA DFW Seminar

You're A Financial Planner; Now What?

Play Episode Listen Later May 2, 2017 57:26


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  

Best Real Estate Investing Advice Ever
JF971: Why and How to COMMIT to EXTREME Wealth #SkillSetSunday

Best Real Estate Investing Advice Ever

Play Episode Listen Later Apr 30, 2017 26:44


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! 

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The Lion's Den For Business Men
195: Build the Lifestyle You Want with John Bowen

The Lion's Den For Business Men

Play Episode Listen Later Mar 23, 2017 47:14


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.

The Unstoppable Entrepreneur Show
USR 161: John Bowen on The Top Wealth Building Strategies (For Both Personal And Professional Endeavors)

The Unstoppable Entrepreneur Show

Play Episode Listen Later Jan 4, 2017 28:35


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!

Influential Entrepreneurs with Mike Saunders, MBA

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/

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Influential Entrepreneurs with Mike Saunders, MBA

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/

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Conscious Millionaire  J V Crum III ~ Business Coaching Now 6 Days a Week
595: John Bowen: How YOU Can Become Seriously Wealthy!

Conscious Millionaire J V Crum III ~ Business Coaching Now 6 Days a Week

Play Episode Listen Later Nov 29, 2016 32:46


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!  

Conscious Millionaire Show
595: John Bowen: How YOU Can Become Seriously Wealthy!

Conscious Millionaire Show

Play Episode Listen Later Nov 29, 2016 32:46


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!  

BOSS Academy Radio - Real Business Ownership Success Strategies: Entrepreneur, Small Business, Coaching, Start-ups
125 - John Bowen - Accelerating Entrepreneurship By Investing Back In You

BOSS Academy Radio - Real Business Ownership Success Strategies: Entrepreneur, Small Business, Coaching, Start-ups

Play Episode Listen Later Nov 15, 2016 26:41


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/

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Foot Traffic Podcast
#120: The Importance of Having a 25 Year Plan, with John Bowen

Foot Traffic Podcast

Play Episode Listen Later Nov 14, 2016 29:18


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!

The Business Credit and Financing Show
How to Become a Seriously Wealthy Business Owner

The Business Credit and Financing Show

Play Episode Listen Later Nov 13, 2016 38:34


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

Cashflow Diary™
CFD 321 - John Bowen

Cashflow Diary™

Play Episode Listen Later Oct 27, 2016 47:34


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.

ceo john bowen ceg worldwide aesnation financial advisor select accelerating entrepreneurial success
Millionaire Mindcast
051: How Spending 100K/yr on Education Can Grow Your Wealth, Influence, and Business | John Bowen

Millionaire Mindcast

Play Episode Listen Later Sep 5, 2016 45:35


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

Onward Nation
Episode 302: Get on the right side of complexity, with John Bowen.

Onward Nation

Play Episode Listen Later Aug 16, 2016 50:24


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

ceo secret focus recipes deliver complexity onward right side smartsheet john website john bowen ceg worldwide aesnation financial advisor select accelerating entrepreneurial success
Business Owners Radio
42 FINANCE | How to maximize your personal wealth as you grow your business. w/John Bowen

Business Owners Radio

Play Episode Listen Later Jul 31, 2016 22:29


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.

The Top Entrepreneurs in Money, Marketing, Business and Life
EP 316: He's The Secret Financial Consultant to Silicon Valleys Wealthiest

The Top Entrepreneurs in Money, Marketing, Business and Life

Play Episode Listen Later Jun 5, 2016 25:06


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

Jimmy Harding presents Game Changer Talks
GCT-024: John Bowen – Pay Yourself First

Jimmy Harding presents Game Changer Talks

Play Episode Listen Later Oct 7, 2014 53:55


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