John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. Since 2000, John and his team have had the privilege of coaching thousands of elite financial advisors to build simple, elegant wealth management businesses that serve wealthy clients extremely well while building lives of significance for themselves, their teams and their loved ones.

John 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. He is the author or co-author of more than twenty 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.

As a managing principal of CEG Worldwide, Chris Smith believes that every advisor deserves to be seen as the preeminent advisor in their market. As the former top advisor in his firm, Chris has personally lived and experienced everything he teaches. He knows that advisors do not need to work twice as hard to make half the income they are capable of. He also knows that it is possible for advisors to win more dream clients, become the #1 advisor or firm in their markets, and to go from being a hidden talent to the go-to advisor. He loves helping advisors discover how to create amazing lives of significance by working with fewer but wealthier clients and doing it faster and with less effort than they thought possible.

Robin Black is a true believer in having a life of significance. As the managing principal of strategic partnerships, she manages CEG Worldwide’s corporate relationships and the sales consultant teams. Working with some of the top financial firms, she helps advisors accelerate their success and move from being financial advisors to elite wealth managers. She is known for her talent in working with advisors and corporate offices in a collaborative and frictionless way.

For more than 25 years, Robin has brought innovation and creativity to project management. She has a professional and effervescent personality, as well as a deep respect for clear communication, best practices and continuous process improvement. Her background includes B2B business development, lead generation, sales enablement, customer retention and expansion and strategic planning.

George Walper is the president and CEO of Spectrem Group, the wealth management industry’s premier market research firm. Utilizing their ongoing research with wealthy investors and their advisors, George and his team provide the industry with actionable insights into how investors hire their advisors, their preferred investment solutions, service expectations and social media usage. Combining these insights with ongoing client experience survey findings, Spectrem works closely with major providers and their advisors to grow their revenue and win new client relationships. George is a frequent speaker at wealth management industry events and is quoted widely by the financial media and has been a guest on major television and radio programs.

Catherine McBreen is managing director of Spectrem Group, the wealth management industry’s premier market research firm.  In addition to overseeing Spectrem’s research initiatives, Catherine has assisted clients in entering new markets, forming strategic alliances and partnerships, implementing social media strategies, and developing various distribution strategies. She is a frequent speaker at client events as well as industry conferences and is frequently interviewed by the leading financial publications and has made numerous guest appearances on television and radio business programs.