The Hierarchy of Advisor Success

The Hierarchy of Advisor Success

Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 pm PT. His topic is “Capturing Tomorrow’s Opportunity Today: Accelerate Your Success to Build an Amazing Life of Significance” and you won’t want to miss it, In John’s presentation at T3, you will discover how to structure your practice around nine key accelerators to position yourself as the go-to advisor for the wealthy clients you want to attract and serve. He will show you how you can build an amazing life of significance by serving fewer, wealthier clients extremely well—faster and with less effort than you ever thought possible.

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Where are you now? And even more important, where do you want to go?

In the extensive work that CEG Worldwide has done with top financial advisors who consistently earn annual net incomes of more than $1 million, we have found that they use a clear framework to build simple, elegant practices that are indispensable to the right affluent clients. We call it the elite wealth manager framework.

There are many ways of looking at financial advisors who work with or are aiming to work with wealthy clients. Breaking out advisors into groups according to their level of success and how they work with their affluent clients can be very helpful for you to see where you are now and where you want to go. That is why, drawing from our decades of research with advisors, we created the hierarchy of advisor success.

I’ve recorded a short video and posted a chart that explains the hierarchy of advisor success and what it means for you. Click here to continue learning about the hierarchy of advisor success.

Come to my session at the T3 Advisor Conference and we’ll deepen the discussion. See you there!

John Bowen
John Bowen
John Bowen is the founder and CEO of CEG Worldwide (, the world’s leading coaching firm for financial advisors. For more than 18 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. Under his leadership, Assante more than tripled assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including Elite Wealth Planning: Lessons from the Super Rich, The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants and Breaking Through: Building a World-Class Wealth Management Business.

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