Sometimes the most powerful approach to growth is “Next!” John Bowen – CEO – CEG Worldwide I first saw John Bowen present in Santa Monica in early 2002. Despite everyone’s development nerves, we were still tight in the aftermath of the...
How could you possibly make your advising any better? Has the thought occurred to you that the greatest advancement you might make in your advisory business isn’t a new product, service, platform or dealership? That it might just be how you advise your clients? For...
Advisers are constantly telling me how hard it is to make money in this marketplace. For me, there are two distinct markets operating at the moment. One is developing nicely, taking on more clients, and looking for more advisory staff. The other is considering cutting...
It has become a truism that wealth managers generate greater success than do other types of financial advisers, and that advisers therefore should move toward the wealth management model. But the term “wealth management” is omnipresent in today’s financial services...