John Bowen

Background

About John Bowen

John Bowen, a renowned figure in the financial services industry, is the visionary behind CEG Worldwide and CEG Insights, two premier firms dedicated to empowering financial advisors and financial service executives to reach new heights in their careers. As the founder and CEO of CEG Worldwide, John has been instrumental since in coaching elite financial advisors. His guidance has enabled them to build streamlined, sophisticated wealth management businesses that attract and serve high-net-worth clients, delivering exceptional service. These businesses foster lives of profound significance for the advisors, their teams, their clients, and their loved ones. John also spearheads CEG Insights, a wealth management research firm born from the strategic merger of Spectrem Group and CEG Worldwide's esteemed research team. This merger has created a powerhouse in the industry, combining over 20 years of affluent investor research expertise with extensive coaching experience. CEG Insights is poised to accelerate advisor success and drive organic growth for financial institutions. John's excitement about the merger is palpable, as he believes the synergy created will redefine the landscape of wealth management, providing forward-thinking strategies and insights that propel financial institutions to new heights. Before establishing CEG Worldwide and CEG Insights, John was a financial advisor and CEO of his financial practice for over two decades. During this time, he built a successful firm managing an impressive portfolio of $2 billion in assets under management. His deep understanding of the affluent market and strategic acumen led to the successful sale of his practice. Subsequently, John joined Assante Capital Management as CEO. During his tenure, he was part of a dynamic team that achieved remarkable growth, tripling the assets under management to an astounding $25 billion. John's influence in the financial services industry extends far beyond his businesses. Over the past three decades, he has authored or co-authored 20 books and delivered hundreds of keynote speeches and workshops to thousands of leading advisors worldwide. For over 20 years, he penned a highly regarded monthly column for Financial Planning, sharing his invaluable insights and authoritative perspectives. Currently, he regularly contributes to Financial Advisor Magazine, where he continues to share his expertise and insights with a broad audience.