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Book Image Not Available
Book details
  • Genre:BUSINESS & ECONOMICS
  • SubGenre:Finance
  • Language:English
  • Pages:105
  • eBook ISBN:9781626752283

The Wealth Management Edge

by John J. Bowen Jr.

Book Image Not Available
Overview
In this groundbreaking new book, financial expert John J. Bowen Jr. reveals the secrets of the top financial advisors to creating lifetime wealth and security. For more than 25 years, John helped affluent families manage their wealth and make smart decisions about their money. Now you can discover how to use these same tactics to manage your own wealth—regardless of what the economy is doing. The secret is the Wealth Management Edge—a simple, elegant system that lets you comprehensively address all areas of your finances and make intelligent, informed decisions about your money at every step of your journey. This is the same system used by leading financial advisors the world over to assist their clients in forging their financial futures.
Description
In this groundbreaking new book, financial expert John J. Bowen Jr. reveals the secrets of the top financial advisors to creating lifetime wealth and security. For more than 25 years, John helped affluent families manage their wealth and make smart decisions about their money. Now you can discover how to use these same tactics to manage your own wealth—regardless of what the economy is doing. The secret is the Wealth Management Edge—a simple, elegant system that lets you comprehensively address all areas of your finances and make intelligent, informed decisions about your money at every step of your journey. This is the same system used by leading financial advisors the world over to assist their clients in forging their financial futures. Once you understand the secrets of the Wealth Management Edge, you’ll have a powerful set of tools to help you navigate today’s increasingly complex financial challenges. You’ll gain valuable new insights into investment strategies, taxes and estate planning. You’ll discover new tactics for wealth protection and the best way to handle charitable giving. And you’ll be able to make a massive, positive impact on your life and on those around you. The Wealth Management Edge isn’t a one-size-fits-all program. Instead, this unique system shows you how to create a wealth management strategy that’s perfectly aligned with your specific values, goals and dreams. Most important, it will help you get and stay on track to meet your financial goals and create the kind of wealth that provides lasting security—for today, tomorrow and generations to come.
About the author
John J. Bowen Jr. is the founder and CEO of CEG Worldwide, the world’s No. 1 source for financial advisors looking to create simple, effective and elegant wealth management businesses. For more than 10 years, John and his team have coached elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients. Previously, he worked directly with affluent investors as a financial advisor for 26 years, managing up to $2 billion in assets. A widely recognized leader in the financial services industry, John writes a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. John is also author and co-author of several books, including The Prudent Investor’s Guide to Beating Wall Street at Its Own Game.
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