John Bowen

• The Checklist Solution

  By Bill Good  |  May 1, 2010

  I've just finished reading a wonderful book. It's really helped me pull together my thinking on "best practices." Before I tell you about it, let's...

• Clark at Large: An Expert's Expert

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  December 1, 2009

  When I started reading his marketing pitch, my heart sank. I wanted to like Larry Chambers's new Attraction Marketing program for financial advisors, I really...

• Leadership in Tough Times

  By Ellen Uzelac  |  March 1, 2009

  Imagine several dozen of the nation's top financial advisors dressed in Under Armour, getting their blood drawn by technicians in white lab coats. Throw in...

• Ready for a Rebound

  By Ellen Uzelac  |  February 1, 2009

  With the credit crisis, real estate dive and market meltdown, 2008 is a year we would all like to forget. Our best advice: Don't. The...

• 10 Tips to Winning in Tough Times

  By Ellen Uzelac  |  January 1, 2009

  Clients have never been more jaded, or advisors more fatigued. And no wonder. As advisor coach Matt Oechsli, who heads the Oechsli Institute in Greensboro,...

• The Undead Rise Again

  By Bill Good  |  November 1, 2008

  Chances are you will have this copy of the magazine in hand on or about Halloween, with its various ghostly phenomena. I would suggest that...

• What Do CPAs Really Want?

  By Ellen Uzelac  |  August 1, 2007

  When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...

• The Semifinalists

  By Staff Writer  |  May 1, 2007

  Following suggestions from our regular contributors, nominations from within the industry, and the editorial staff's own personal submissions, this is the list of semifinalists from...

• Fee-Based Business and Clients's Bests Interests

  By Staff Writer  |  April 1, 2007

  In reference to the quotation by [CEG Worldwide Founder] John Bowen [in the February cover story] that the fee-based model is "...the right thing by...

• A Progress Report on Fee-Based Business

  By Ellen Uzelac  |  February 1, 2007

  The industry's exhortation about the appeal of the fee-based business model has never been more emphatic. Firms are pushing it. Advisors are embracing it --...