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Elite Advisor by John J. Bowen, Jr.


John J. Bowen Jr. is founder and CEO of CEG Worldwide, a global training research and consulting firm dedicated to helping advisors and the institutions that serve them become more successful.

Contact 's Elite Advisor columnist, John J. Bowen, Jr.

  • Group Therapy

    March 1, 2010

    Group presentations can bring in qualified affluent prospects-if you know how to organize them effectively.

  • Moving Upmarket

    February 1, 2010

    Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market.

  • Beyond Investments

    January 1, 2010

    Your affluent clients want help protecting, enhancing, transferring and donating their wealth. are you ready to meet their needs?

  • Ten for 2010

    December 1, 2009

    To position themselves for success, here are five steps advisors can take now, plus five more for the long term.

  • Getting the Right Help

    November 1, 2009

    To transition to a wealth management practice, you need support from your institutional partners. Make sure they're on the same page.

  • Success on Purpose

    October 1, 2009

    The most successful advisors don't just expect good things to happen. They pursue initiative with focus and drive.

  • Get Centered

    September 1, 2009

    Want to learn more about your target market? Interview the people who know the most about it.

  • Expert Positioning

    August 1, 2009

    Affluent clients want their advisors to be experts. But you don't have to know everything to be one.

  • Spring Cleaning

    June 29, 2009

    Now is the time to get your own financial house in order.

  • Culture Clash

    May 29, 2009

    Before they can become strategic partners, CPAs and financial advisors need to change some negative perceptions of one another.

  • Formal Wear

    May 1, 2009

    Now may be the time for a nontraditional, streamlined business plan.

  • Getting Formal

    March 24, 2009

    Now is the time to make sure you have comprehensive investment plans in place for all of your clients.

  • Reaching Out Now

    February 23, 2009

    Today's turbulent market makes this a great time to build alliances with other professionals.

  • The Path to Discovery

    January 27, 2009

    How well do you know your clients? With today's tough markets, you need to know more than their assets and net worth.