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John Bowen was in the right place at the right time, being CEO of two large financial advisory firms in Silicon Valley in the 1990s. And from that vantage point, he had noticed a gap in the industry — far too many financial advisors were reinventing the wheel when it came to research. So he started CEG Worldwide in 2000, which is now the world’s leading coaching firm for financial advisors.

In this episode Danny, Abe, and John talk about:

Clarity of focus and clarity of outcome
The intentionality of focusing on the affluent segment
The value of market research
Having a “moat” in your industry

After the discussion, stay tuned for Danny and Abe’s debriefing, containing their key takeaways.

“We're very, very, very clear that we're going to help them race up this hierarchy of advisor success that I'm describing. And that it's not only the money part, but they're going to have this amazing life of significance.”

– John Bowen

Building Lives of Significance (John Bowen)