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Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business

The Diamond Podcast for Financial Advisors

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Getting Your Marketing Message Out to the Affluent?

The affluent want to, and particularly as higher levels, they have choices. And so one of the things you have to do is position yourself as an expert. You've got to be able to position yourself well so that centrs of influences want to work with you. A super majority in every study we've ever done say they got it through referrals of accountants and attorneys. So if that's where the lion's share of the best business comes from, that's what you do.

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