John Bowen’s Post

𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐨𝐧𝐥𝐲 𝐡𝐚𝐥𝐟 𝐨𝐟 𝐡𝐢𝐠𝐡-𝐧𝐞𝐭-𝐰𝐨𝐫𝐭𝐡 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐫𝐚𝐭𝐞 𝐭𝐡𝐞𝐢𝐫 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐚𝐬 𝐞𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐭? Join our exclusive webinar this Thursday to discover the secret strategies that set top advisors apart. https://lnkd.in/gWuUdbxv #financialplanners #CFP #financialadvisors #financialadvisers #wealthmanagers #financialadvisorcoaching #cegworldwide

𝐁𝐞𝐜𝐨𝐦𝐞 𝐚 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐠𝐧𝐞𝐭—𝐀𝐭𝐭𝐫𝐚𝐜𝐭 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 Join our exclusive webinar and discover the secret strategies that set top advisors apart. Webinar Details: Take advantage of this transformational experience, which will catapult your practice to new heights. Key Learning Points: ✓ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✓ Learn the key to understanding what's essential to high-net-worth clients and their families. ✓ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you. Exclusive Bonus: Play to Win Special Report We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our special report Play to Win: Charting a Path Toward Growth. This insightful report is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus. #wealthmanagement #eliteadvisor #financialadvisor #playtowin #CEGWorldwide https://lnkd.in/eZgu5NTu

𝐁𝐞𝐜𝐨𝐦𝐞 𝐚 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐠𝐧𝐞𝐭—𝐀𝐭𝐭𝐫𝐚𝐜𝐭 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞. Join our exclusive webinar and discover the secret strategies that set top advisors apart. https://lnkd.in/gJ5v6DiV #financialplanners #CFP #financialadvisors #financialadvisers #wealthmanagers #financialadvisorcoaching #cegworldwide

TODAY: Become a Wealth Magnet—Attract High-Net-Worth Clients to Your Practice Join our exclusive webinar and discover the secret strategies that set top advisors apart. Webinar Details: Take advantage of this transformational experience, which will catapult your practice to new heights. Key Learning Points: ✓ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✓ Learn the key to understanding what's essential to high-net-worth clients and their families. ✓ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you. Exclusive Bonus: Play to Win Special Report We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our special report Play to Win: Charting a Path Toward Growth. This insightful report is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus. Register Now https://lnkd.in/eu9Y-CY5 #wealthmanagement #eliteadvisor #financialadvisor #playtowin #CEGWorldwide

Looking for expert guidance in a competitive market? Pinnacle’s consultants are trained to compare the market’s added value, helping you make confident, informed decisions for your future. Choose the consultancy that puts your success first. #TheAddressInvestments #egyptrealestate #investmentopportunity

CULTURE & STRENGTH For nearly 40 years, Aegis’ unwavering focus on the people we serve has always set us apart and always will.   DISCOVER THE ULTIMATE ADVISER PARTNERSHIP Hundreds of successful advisers are choosing Aegis because of our unique focus on doing what is right for advisers and their clients. We recognize your success depends on long-lasting adviser-client relationships. That is why we are committed to providing our advisers a premier partnership with extraordinary end-to-end support, culture, resources and opportunities they need to continue to grow a successful, thriving business — their way.   Our management, supervisors and departments have your back and take your business plans and goals seriously. We provide you with the systems and tools that help you succeed and respond when you have a unique need.   LEADERSHIP & SUPPORT The resources and support you want to effectively grow or sell your practice and deliver outstanding client experience.   TAKE YOUR PRACTICE TO THE NEXT LEVEL  At Aegis, we believe every adviser's potential for success is unlimited. Here you will have the opportunity to become part of a firm whose leaders believe in advisers and continually invest to support them. Our adviser support system empowers you to stand out from the competition, grow your practice and deliver an outstanding client experience. You choose the direction of your practice with the same product platform, integrated technology, elite adviser programs and back-office support.   OPPORTUNITY & VALUE Your growth and success determine ours. That is why we do not just talk about more value. We deliver it. WE BELIEVE EVERY ADVISER DESERVES MORE    From the moment you join, we facilitate:  ·         Seamless best-in-class transition providing the resources and support you need to save time, money and effort. ·         Faster ramp-up through our technology, peer-to-peer coaching and marketing support. ·         Extensive capabilities to improve your practice efficiencies. ·         Support of tenured leadership available in real time, to answer questions and resolve problems.   You can achieve unparalleled long-term growth and go farther to realize your vision for your practice.   Michael J. Pata Head of Business Development Managing Director Phone: 1-800-920-2502   #AegisCapitalCorp #FixedIncome #FinancialServices #Investments Aegis Capital Corp.

⭐ 𝐖𝐡𝐚𝐭 𝐬𝐞𝐭𝐬 𝐮𝐬 𝐚𝐩𝐚𝐫𝐭? ⭐ At TFD Consulting, LLC, we often get asked, “What makes your consulting firm stand out in a crowded market?” Here’s why our clients choose us and stay with us: 🔍 𝐃𝐞𝐞𝐩 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 Our team comprises seasoned professionals with extensive experience in consulting. We don’t just understand the theory; we’ve navigated the complexities of the real world and bring invaluable insights to every project. 🎯 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐄𝐚𝐜𝐡 𝐂𝐥𝐢𝐞𝐧𝐭 We know that no two financial institutions are alike. That’s why we take a personalized approach to each engagement, crafting strategies and solutions that are specifically designed to meet the unique needs and goals of our clients. 📈 𝐏𝐫𝐨𝐯𝐞𝐧 𝐓𝐫𝐚𝐜𝐤 𝐑𝐞𝐜𝐨𝐫𝐝 𝐟𝐨𝐫 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠 𝐌𝐞𝐚𝐬𝐮𝐫𝐚𝐛𝐥𝐞 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 Results speak louder than words. Our portfolio is filled with success stories where we’ve not only met but exceeded client expectations, delivering tangible improvements and measurable outcomes that drive growth and success. 🤝 𝐅𝐥𝐞𝐱𝐢𝐛𝐢𝐥𝐢𝐭𝐲 In a dynamic business environment, adaptability is key. We pride ourselves on our flexibility, adjusting our strategies and methods to respond to changing circumstances and emerging opportunities, ensuring that we remain aligned with our clients’ evolving needs. Curious to see how we can make a difference for your financial institution? Let’s connect and explore how our unique approach can help you achieve your goals. #Consulting #BusinessGrowth #IndustryExpertise #TailoredSolutions #MeasurableResults #Flexibility #ClientSuccess

In a world where differentiation is key to success, understanding and communicating the value of your services is essential. As business owners and professionals, it's crucial to embrace the worth of our offerings and set prices that truly reflect their impact. Let's discuss strategies for effectively showcasing this value to clients and industry peers. Join our next Pricing Training here: https://lnkd.in/g8KHbqZf #BusinessInnovation #ServiceValue #ProfessionalDevelopment #IndustryLeadership #MarketingStrategies #EntrepreneurialMindset #SalonGrowth #PilatesSuccess

Become a Wealth Magnet—Attract High-Net-Worth Clients to Your Practice. Join our exclusive webinar and discover the secret strategies that set top advisors apart. Take advantage of this transformational experience, which will catapult your practice to new heights. Key Learning Points: ✅ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✅ Learn the key to understanding what's essential to high-net-worth clients and their families. ✅ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you. Exclusive Bonus: We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our latest Play to Win report. This is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus. Register now https://lnkd.in/ggVa4twe

🌟 B&K Consulting Pty Limited's Q1 2024 Newsletter is Here! We are thrilled to announce the release of B&K Consulting Pty Limited's Q1 2024 Newsletter, packed with valuable insights and updates from the wealth management industry. Here's a sneak peek at what's inside: 🔹 Meet Tyson Johnston, Managing Director, Protection, Australia & Global Strategy at Pacific Life Re. Gain exclusive insights from one of the industry's top leaders. 📈 Stay informed with our detailed analysis of the latest trends and developments in the wealth management world. 🚀 Discover the prominent people movements, including key appointments and departures within the wealth management sector. 🤝 B&KCatchup: We are always on the pulse of the industry. Check out what we've been up to this quarter. 📩 Read the full newsletter here ▶ : https://lnkd.in/g_b48XA3 If you find this to be valuable, feel free to contact us [email protected] and we can add you to the subscriber's list. 📫 #WealthManagement #IndustryInsights #Newsletter #B&KConsulting #MarketRecap #IndustryMoves #B&KCatchup #FinancialServices