Nerd's Eye View Podcasticles
Michael Kitces
Analyzing data on advisory teams and scaling advisory firms.
Episodes
Mentioned books
Aug 18, 2025 • 41min
The 3 Concerns Keeping $25M+ Families Up at Night
In this discussion, John Bowen, CEO of CEG Worldwide, shares expert insights on the pressing concerns of ultra-high-net-worth families with over $25 million in assets. He highlights three key worries: wealth preservation, family governance, and the need for tailored financial strategies. The conversation reveals the shift from traditional wealth management to innovative solutions like virtual family offices, stressing the balance between technology and personal touch in financial advising. Bowen also discusses upcoming resources for families aiming to navigate these complexities effectively.
Jul 22, 2024 • 46min
Evolving From Dysfunctional Team To Advisory Dream Team To Improve Retention And Attract Better-Fit Clients
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights, dive into the data on what makes advisory teams work, how strong teams can help firms attract high-net-worth clients, and how a team-based approach – despite the higher complexity and managerial duties involved – can actually improve the well-being of advisors who are stressed beyond their capacity on their own. https://www.kitces.com/blog/advisory-team-retention-better-fit-capacity-productivity-turnover-john-bowen-ceg/
Apr 8, 2024 • 36min
What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic. https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/
Jan 22, 2024 • 40min
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors. The discussion highlights the often-misinterpreted needs of HNW clients and how advisors can ensure their services are aligned to meet their clients' expectations most effectively. https://www.kitces.com/blog/high-net-worth-hnw-prospects-advisor-services-ceg-insights-data-john-bowen/
