John J. Bowen Jr.

Study: Advisors and their firms disagree on major business-building practices

By Jenny Ivy | June 25, 2009

New research indicates there are some major disconnects between advisors and their financial institutions. When ranking the importance of marketing support functions, consulting firm CEG...
A Model for Success

By Mary Scott | February 1, 2009

Three principals of CEG Worldwide, John J. Bowen Jr., Patricia J. Abram and Jonathan Powell, present the key strategies top advisors rely on to succeed...
Mastering Advisor Technology

By Jane Wollman Rusoff | January 1, 2009

Now is the time for all good financial advisors to come to the aid of their practices. One of the smartest, easiest ways? Go high...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.