30 episodes

A video podcast hosted by the most successful coach in wealth management. John Bowen shares key insights and RESEARCH-DRIVEN techniques for top financial advisors to implement right away.

At the end of the day, results are all that matter—for you, for your wealth management practice, for the financial advisors you serve and for the affluent clients they serve. In every episode John and CEG Worldwide offer effective and actionable research and coaching programs to help today's high-functioning financial advisor build an amazing life of significance.

The Elite Advisor Report Video Podcas‪t‬ cegvideo

    • Investing

A video podcast hosted by the most successful coach in wealth management. John Bowen shares key insights and RESEARCH-DRIVEN techniques for top financial advisors to implement right away.

At the end of the day, results are all that matter—for you, for your wealth management practice, for the financial advisors you serve and for the affluent clients they serve. In every episode John and CEG Worldwide offer effective and actionable research and coaching programs to help today's high-functioning financial advisor build an amazing life of significance.

    • video
    Success Tips for Releasing Non-Ideal Clients – Episode 30

    Success Tips for Releasing Non-Ideal Clients – Episode 30

    Let’s be honest: There probably are at least a few clients—maybe a lot—who simply aren’t right for you and your practice. Letting go of those clients can generate tremendous benefits—not just for your business, but for those clients who aren’t ideal for you. If you decide to transfer or sell clients to other advisors (either within your company or to an outside advisor), here are seven steps that will help you do so effectively.

    • 14 min
    • video
    Superstar Financial Advisor Success Stories – Episode 29

    Superstar Financial Advisor Success Stories – Episode 29

    I asked some of the top financial advisors in our elite, mastermind Roundtable Program to share their best ideas—the strategies that they have used to generate at least $150,000 in new revenues and that they believe other financial advisors could implement in their own practices to generate the same results. 

    • 12 min
    • video
    Seven Steps to Replicate – Episode 28

    Seven Steps to Replicate – Episode 28

    There are seven steps to replicating ideal clients effectively. These steps will make the best use of your prospective client-seeking time, and will enable your favorite, most profitable clients to tell you how to work with other clients just like them.

    • 14 min
    • video
    You Got a Referral! Now What? – Episode 27

    You Got a Referral! Now What? – Episode 27

    The single best way to get more referrals from your satisfied clients is to stop asking them for those referrals. Instead of asking, offer those clients something of great value: a second-opinion service.

    • 12 min
    • video
    The Powerful Link Between Thought Leadership and Referrals from COIs – Episode 26

    The Powerful Link Between Thought Leadership and Referrals from COIs – Episode 26

    One of the most important business growth strategies you can implement as a financial advisor is to establish yourself as a top advisor among centers of influence—attorneys, accountants and other high-end professionals who work with the affluent clients you also want to serve.

    • 12 min
    • video
    The Eight Core Principles of Elite Wealth Planning – Episode 25

    The Eight Core Principles of Elite Wealth Planning – Episode 25

    Elite-level financial advisors are a diverse group. They serve a wide variety of clients and demographics. They organize their practices in numerous manners. And they define success in ways that can be unique and extremely personal to them. But they also share a lot of similarities—eight, in fact.

    • 11 min

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