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The Advisor’s Seat in The Greater Game

CEG Worldwide

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The Advisor’s Seat in The Greater Game

18 просмотров · 2 дн. назад
CEG Worldwide
1,42 тыс. подписчиков
18 просмотров · 2 дн. назад
Get the book: https://www.thegreatergamebook.com/ You already won the game you set out to play. So what do you build next? This origin maps the five Greater Game conversations and the advisor’s role inside each one. John J. Bowen Jr. opens the series with the research behind it. CEG Insights studied 1,016 successful entrepreneurs and found that 5.4% approached the future differently, building around a set of multipliers. That finding became the foundation for The Greater Game. With Dan Sullivan, John organized the work into four stages and selected five conversations for Financial Advisor Magazine: Greater Ambition, Greater Security, Greater Autonomy, Greater Property, and Greater Community. Each one carries direct consequences for the wealth plan. Then comes the advisor’s assignment. Pick three clients approaching a transition, and listen for the gap between their next ambition and their current architecture. Watch now. ⏳Timestamp: 00:00:44 The 5.4% who approached the future differently, and what they built around instead 00:01:34 Why the next challenge for wealthy entrepreneurs is rarely another financial product 00:02:22 The five conversations selected for Financial Advisor Magazine, and why they begin with ambition 00:03:25 The three-client exercise to run before you recommend anything 00:04:07 Why the right security is a launchpad, not a brake 📌 Important Links: Connect with John: https://cegwin.com/website | https://cegwin.com/linkedin Read John in Financial Advisor Magazine: https://cegwin.com/programs Explore CEG Worldwide programs: https://cegwin.com/programs See advisor success stories: https://cegwin.com/testimonials CEG research: https://cegwin.com/research Subscribe on YouTube: https://cegwin.com/youtube #GreaterGame #DanSullivan #JohnBowen #FinancialAdvisor #WealthManagement #AdvisorArchitect #Entrepreneurs #EntrepreneurMindset #HighNetWorth #UHNW #WealthPlanning #SuccessionPlanning