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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.

  • This Time, It's Personal

    February 1, 2012

    Learning how to mine your past through a well-crafted story that tells a lot about what you believe can help you attract and keep clients.

  • Money Belters

    January 1, 2012

    The voice is one of the most powerful - and unsung - tools advisors have to get their message across to clients.

  • Strategies for 2012 and Beyond

    December 1, 2011

    As you look back at how your business has fared this year and envision ways to continue to improve it, here are a few pointers to keep in mind.

  • Learn To Let Go

    November 1, 2011

    Dropping less-than-ideal clients will make you more productive and allow you to build a more suitable practice.

  • Listen Deep

    October 1, 2011

    You can only meet your clients' needs - spoken or unspoken - if you understand the world from their perspective.

  • I Write, Therefore I Am

    September 1, 2011

    How do you take yourself and your practice to the next level? In the Internet era of the Information Age, tell your story in the media.

  • The Power of Your Presence

    August 1, 2011

    Six compelling steps that will help establish yourself as a go-to advisor.

  • Consultation, Not Just Advice

    July 1, 2011

    A series of five meetings can turn prospects into loyal clients and set the stage for continuing business development.

  • Systems for Success

    June 1, 2011

    Creating a turnkey business that performs at a world-class level requires a blueprint of systems and processes - with your entire team working in unison.

  • Going Private

    May 1, 2011

    Properly designed and conducted, private client events can put you in front of small groups of highly qualified affluent prospects.

  • Listen Up!

    April 1, 2011

    Are you asking your clients the right probing questions-and then listening thoughtfully to their answers?

  • Rediscovering Your Clients

    March 1, 2011

    Is there a gap between what your clients want and what you think they want? Try getting to know them all over again.

  • What CPAs Want

    February 1, 2011

    Finding it hard to form an effective alliance with a local CPA firm? Here's some new information that should help.

  • Team Building

    January 1, 2011

    Look for experts who will cooperate to provide comprehensive service for your clients.

  • Team Player

    December 1, 2010

    Taxes, estate planning, asset protection-you can't know it all. So gather a group of virtual free agents to address your clients' complex needs.

  • Wow Right Now

    November 1, 2010

    Giving longtime clients a unique and memorable experience will remind them why you are the best advisor for them regardless of what happens in the market.

  • Rocket Fuel

    October 1, 2010

    Healthy firms poised for quick growth can evaluate whether acquiring another practice makes sense.

  • Leadership Lessons

    September 1, 2010

    Here are five leadership skills that will help advisors build successful employee teams and improve their practices.

  • Publish or Perish

    August 1, 2010

    To build credibility, create and publish an article on a topic that's near and dear to your clients. Here's how to brainstorm in 30 minutes.

  • Duplicate Efforts

    July 1, 2010

    If you use feedback from your top clients to bring in more like them, your practice will be poised to grow in any market environment.

  • The Perfect Profile

    June 1, 2010

    Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.

  • Maximum Value

    May 1, 2010

    It's time to start building equity in your practice, even if you're not planning on retiring anytime soon.

  • Delegate It!

    April 1, 2010

    For some successful advisors, outsourcing tasks to independent contractors is preferable to using large organizations.

  • Group Therapy

    March 1, 2010

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