Breaking Through, Second Edition: Building a World-Class Wealth Management Business

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

ISBN 10: 0984853766 / ISBN 13: 9780984853762

Published by TKO Management Associates, 2014

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Bibliographic Details

• Title: Breaking Through, Second Edition: Building a World-Class Wealth Management Business
• Publisher: TKO Management Associates
• Publication Date: 2014
• Language: English
• ISBN 10: 0984853766
• ISBN 13: 9780984853762
• Binding: paperback
• Condition: New
• Book Type: book

About this title

Synopsis

Successful individuals and families are hungry for trusted guidance that helps them achieve their most important financial goals and dreams. The financial advisors who step up to fill that role and provide that leadership are experiencing unprecedented levels of success. The goal of Breaking Through is to help you do the same: to do very well by your clients and, as a result, do very well for yourself. Authors John Bowen, Paul Brunswick and Jonathan Powell use rigorous empirical research to identify the best practices of the leading financial advisors in the industry—those who consistently earn the top incomes. They have taken this knowledge and distilled it into seven key strategies. These strategies have enabled many financial advisors to be successful on purpose and build the practices and lifestyles they have always wanted. Now Breaking Through provides these strategies to you. You will first discover how to build a thriving wealth management practice by focusing on the right affluent clients and then implementing a consultative process that will delight and keep those clients for life. You will then find out how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors and sound business management principles. This second edition updates much of the authors’ previous research with data drawn from studies conducted over the past several years. it also incorporates a large number of enhancements to the best practices and strategies we recommend—refinements drawn directly from our many of the nation’s top financial advisors. The second edition of Breaking Through also contains numerous links to online video resources in order to make the research and recommendations more accessible to more financial advisors.

About the Author

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.