John Bowen Email & Phone Number

John Bowen, a premier wealth management coach and strategic investor, is the visionary CEO and founder behind CEG Worldwide and CEG Insights. His mission is to help financial advisors build remarkable lives of significance by serving fewer, wealthier clients with unparalleled excellence. At CEG Worldwide, John leverages his expertise to guide advisors in achieving clarity of intention, delivering world-class client experiences, and creating wealthy client pipelines. This approach results in more affluent clients, significant asset growth, and amazing lives of significance for advisors, their teams and clients.John's role extends to acquiring and forming joint ventures with companies that support the financial advisor coaching and corporate client sectors, amplifying the impact and reach of his vision. With CEG Insights, born from the strategic merger of Spectrem Group and CEG Worldwide's research team, John blends decades of affluent investor research with deep coaching experience, offering cutting-edge strategies and insights to the financial industry.Before CEG, John's journey began as a financial advisor and CEO of a $2 billion asset management firm. His strategic insight led to the firm's successful sale and subsequent role as CEO at Assante Capital Management, where he was instrumental in tripling assets to $25 billion.A thought leader in the financial services industry, John has authored 20 books and engaged thousands of advisors through speeches and workshops. Currently contributing to Financial Advisor Magazine, John continues to share his insights, shaping the future of wealth management.

Listed skills include Entrepreneurship, Leadership, Finance, Coaching, and 45 others.