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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.
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This Time, It's Personal
February 1, 2012Learning 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.
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Money Belters
January 1, 2012The voice is one of the most powerful - and unsung - tools advisors have to get their message across to clients.
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Strategies for 2012 and Beyond
December 1, 2011As 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.
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Learn To Let Go
November 1, 2011Dropping less-than-ideal clients will make you more productive and allow you to build a more suitable practice.
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Listen Deep
October 1, 2011You can only meet your clients' needs - spoken or unspoken - if you understand the world from their perspective.
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I Write, Therefore I Am
September 1, 2011How 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.
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The Power of Your Presence
August 1, 2011Six compelling steps that will help establish yourself as a go-to advisor.
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Consultation, Not Just Advice
July 1, 2011A series of five meetings can turn prospects into loyal clients and set the stage for continuing business development.
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Systems for Success
June 1, 2011Creating a turnkey business that performs at a world-class level requires a blueprint of systems and processes - with your entire team working in unison.
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Going Private
May 1, 2011Properly designed and conducted, private client events can put you in front of small groups of highly qualified affluent prospects.
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Listen Up!
April 1, 2011Are you asking your clients the right probing questions-and then listening thoughtfully to their answers?
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Rediscovering Your Clients
March 1, 2011Is there a gap between what your clients want and what you think they want? Try getting to know them all over again.
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What CPAs Want
February 1, 2011Finding it hard to form an effective alliance with a local CPA firm? Here's some new information that should help.
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Team Building
January 1, 2011Look for experts who will cooperate to provide comprehensive service for your clients.
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Team Player
December 1, 2010Taxes, estate planning, asset protection-you can't know it all. So gather a group of virtual free agents to address your clients' complex needs.
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Wow Right Now
November 1, 2010Giving 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.
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Rocket Fuel
October 1, 2010Healthy firms poised for quick growth can evaluate whether acquiring another practice makes sense.
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Leadership Lessons
September 1, 2010Here are five leadership skills that will help advisors build successful employee teams and improve their practices.
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Publish or Perish
August 1, 2010To 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.
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Duplicate Efforts
July 1, 2010If you use feedback from your top clients to bring in more like them, your practice will be poised to grow in any market environment.
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The Perfect Profile
June 1, 2010Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.
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Maximum Value
May 1, 2010It's time to start building equity in your practice, even if you're not planning on retiring anytime soon.
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Delegate It!
April 1, 2010For some successful advisors, outsourcing tasks to independent contractors is preferable to using large organizations.
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Group Therapy
March 1, 2010Group presentations can bring in qualified affluent prospects-if you know how to organize them effectively.
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