Coach For Top Financial Advisors
CEG’s High-Impact Webinar Series
The Client-Centric Shift
How To Win Affluent Clients And
Earn A Huge Increase In Net Income
Wed. December 19, 11:00 AM PT, 2:00 PM ET
Discover how top financial advisors across the nation are attracting a steady stream of
new affluent clients while serving their current clients well. This webinar reveals the
step-by-step actions you need to take today to attract new affluent clients, earn their
trust and realize a huge increase in your net income. Each attendee will be the first
to receive a complimentary copy of our new Kindle book The Client-Centric Shift where
we unveil actionable insights gleaned from our most recent survey of more than
2, 100 financial advisors.
Attend the webinar to
receive a free copy of our
latest Kindle book.
Mr. Bowen has coached hundreds of financial advisors to
build simple and elegant wealth management businesses
where they become indispensable to the right affluent clients,
all while improving their quality of life. Top financial advisors
turn to CEG Worldwide to help them transform a good practice into an outstanding business that delivers tremendous
value to clients and stakeholders.
John Bowen, CEO of CEG Worldwide
Brunswick has more than 25 years of success in the financial services industry, most recently as director of national
business development for Smith Barney. He has led many
campaigns that increase advisor net asset flow and grow
fee-based revenue. He started his career as a financial consultant for Merrill Lynch.
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