| 词条 | John J. Bowen Jr. |
| 释义 |
Early careerBowen then began his career in investment management, working as a financial advisor. With partners, he launched Reinhardt Werba Bowen Advisory Services where Bowen served as CEO for eight years.[2] Bowen then became CEO of Assante Capital.[6] Schwab and Independent Financial AdvisorsIn 1991, the Charles Schwab Corporation began working with independent financial advisors, partnering with them to use Schwab as the place to implement their clients’ investment transactions.[7] The initiative was launched with a national advertising campaign. The following year, Schwab rolled out a new "fund-of-funds" marketplace and began giving advice to clients. This was seen to be a violation of the unwritten agreement Schwab had with the independent financial advisors. Reinhardt Werba Bowen, was one of Schwab's biggest financial advisor clients at that time with more than $1 Billion under management.[8] Working with Harold Evensky, who was head of Schwab's institutional advisory board and council, Bowen led the discussions with David Pottruck.[2] Schwab ultimately made amends by creating a facilitated referral service for their customers that matched them to preselected independent financial advisors.[8] CEG WorldwideBowen founded CEG Worldwide, LLC in 2000. It is a financial advisor coaching, research and consulting firm based in San Martin, CA.[1] Bowen's mission was to build on his knowledge of the financial services industry for the benefit of financial advisors and the institutions that work with advisors.[7] One of his priorities was high-quality empirical data and the company is noted for its research and analysis reports.[9] Bowen provided financial advisors with services that included access to pragmatic business experience that "helped them focus on the cutting edge of best practices, now increasingly known as wealth management."[1] AES NationBowen is the co-founder of AESNATION.com, an online community of entrepreneurs balancing success with making a difference in the world. There, he hosts the recurring podcast, "Accelerating Entrepreneurial Success." Bowen is also founder of Financial Advisor Select, an organization that matches customers with vetted financial advisors in their communities.[10] Publications
References1. ^1 2 {{Cite journal|last=Fadiman|first=Mark|date=October 1, 2007|title=How CEG Worldwide helped wealth management evolve from buzzword to industry discipline|url=http://www.fa-mag.com/news/article-1746.html|journal=Financial Advisor Magazine. Retrieved 23 December 2014.|volume=|pages=|via=}} {{DEFAULTSORT:Bowen, John J. Jr.}}2. ^1 2 {{Cite book|title=Charles Schwab: How One Company Beat Wall Street and Reinvented the Brokerage Industry|last=Kador|first=John|publisher=|year=2002|isbn=0471434310|location=Hoboken, NJ|pages=99|quote=|via=}} 3. ^{{Cite book|title=Practice Made Perfect: The Discipline of Business Management for Financial Advisers|last=Pomering, Rebecca Tibergien|first=Mark C.|publisher=Princeton: Bloomberg Press|year=2005|isbn=1576601722|location=|pages=xiv|quote=|via=}} 4. ^{{Cite book|title=The Prudent Investor's Guide to Beating Wall Street at Its Own Game|last1=Bowen|first1=John J.|last2=Goldie|first2=Daniel C.|publisher=McGraw-Hill|year=1998|isbn=0070527601|location=New York|pages=|quote=|via=}} 5. ^{{Cite book|title=Breaking Through: Building a World-Class Wealth Management Business|last=Bowen, John J.; Brunswick, Paul; Powell, Jonathan|first=|publisher=CEG Worldwide|year=2013|isbn=0615199283|location=San Martin ,CA|pages=|quote=|via=}} 6. ^{{Cite web|url=http://www.cegworldwide.com/team/john-bowen|title=CEG: A personal story from John J. Bowen Jr.|last=CEG Worldwide|first=|date=|website=|publisher=|access-date=January 24, 2015}} 7. ^1 {{Cite journal|last=Craig, Susanne, and Ken Brown|first=|date=July 21, 2004|title=Schwab Ousts Pottruck as CEO; Founder Returns to the Helm|url=https://www.wsj.com/articles/SB109024536518367333|journal=Wall Street Journal|volume=|pages=|via=}} 8. ^1 {{Cite journal|last=O'Connell|first=Vanessa|date=October 6, 1996|title=DISMISSED|url=|journal=Deseret News|volume=|pages=|via=}} 9. ^{{Cite journal|last=Skinner|first=Liz|date=May 24, 2013|title=Best source of referrals? Not clients. Accountants, lawyers, et al., deliver more-promising prospects; nonprofits another opportunity|url=http://www.investmentnews.com/article/20130524/FREE/130529955/best-source-of-referrals-not-clients|journal=Investment News|volume=|pages=|via=}} 10. ^{{Cite journal|last=|first=|year=|title=About John Bowen|url=|journal=Huffington Post|volume=|pages=|via=}} 5 : 1955 births|Living people|American chief executives of financial services companies|American financial businesspeople|Businesspeople |
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