At the Leading Edge: What a select group of young Financial Advisors can teach the industry - Couverture souple

Bowen Jr., John J.; Brunswick, Paul; Powell, Jonathan

Couverture souple

ISBN 10 : 0984853758 ISBN 13 : 9780984853755

Editeur : TKO Management Associates, 2014

Synopsis

In our highly competitive industry that offers financial advisors the opportunity to make a tremendous impact for their clients, team members and families, many are in constant pursuit of the answer to a single question: What drives success? No two people would answer this question the same way, but most of us would cite a mix of many factors, including our circumstances, ambition, experience, education, natural talent, the choices we have made and that mysterious thing called luck. Many of these factors are well within our control; others are not. Our mission at CEG Worldwide is to help financial advisors be successful on purpose. This means first understanding what works and then deliberately implementing those practices. And what we found was surprising.

A propos du livre

À propos de l?auteur

John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses. Bowen founded CEG Worldwide to fill that void, with the belief that providing advisors and institutions with research about the best practices of top elite advisors—and the coaching to use these practices effectively—would help them achieve new levels of success. CEG Worldwide represents the culmination of Bowen’s unique financial services industry experience. That experience encompasses a career as a financial advisor, including eight years as CEO of Reinhardt Werba Bowen Advisory Services, where he helped manage more than $1.6 billion in assets. Bowen sold that company and subsequently became CEO of Assante Capital Management, where he served as a member of the senior team as the firm more than tripled assets under management to more than $25 billion. Through these experiences, Bowen learned firsthand the best practices for substantial success. He also learned that the vast majority of advisors and institutions lacked a road map to build a simple and elegant practice—so he founded CEG Worldwide to provide other advisors and institutions the lessons his experience had taught him. Bowen is widely recognized as a leader in the financial services industry. He writes a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. He is the author of several books, including The Prudent Investor’s Guide to Beating Wall Street at Its Own Game and Creating Equity: How to Build a Hugely Successful Asset Management Business.

Détails de l'édition

• Éditeur: TKO Management Associates
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 0984853758
• ISBN 13: 9780984853755
• Reliure: Broché
• Numéro d'édition: 1
• Nombre de pages: 58
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg