Breaking Through: Building a World-Class Wealth Management Business

by Bowen, John J., Jr.; Abram, Patricia J.; Powell, Jonathan

• ISBN13: 9780615199283
• ISBN10: 0615199283
• Format: Hardcover
• Copyright: 2008-06-18
• Publisher: Ceg Worldwide

Summary

The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors' combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn 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. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.

Author Biography

John J. Bowen Jr., CEG World Wide’s founder and CEO, John Bowen has long been known as a leader in the area of adding value to financial services firms. Bowen started his career as an independent broker-dealer representative and then became a fee-based financial advisor. He was ultimately named the CEO of Reinhardt Werba Bowen (RWB), a money management firm that helped other financial advisors raise billions of dollars in assets. In 1998, Bowen became CEO of Assante Capital Management upon the acquisition of RWB by Assante. He left Assante to start CEG Worldwide in 2000 in order to help advisors realize substantial success through the use of CEG World Wide’s business development systems. He writes a highly acclaimed monthly column for one of the leading financial services trade journalism the United States, Financial Planning. He is the author of several books, including The Prudent Investor’s Guide to Beating the Market and Creating Equity: How to Build a Hugely Successful Asset Management Business.