Architecting The Future of Wealth Management

Spaces in this elite group are extremely limited.
The future is waiting for you.

Why You Need to Be Part of the Founders’ Circle

Foresight: Be the first to leverage cutting-edge insights that will reshape client relationships and drive exponential growth
Alliances: Create billion-dollar partnerships that redefine industry paradigms
Influence: Lead the charge in developing innovations that will become industry standards

THE DRIVING FORCES

Larry Roth and John Bowen each brought their unique skills together for the shared CEO Summit vision – to drive industry innovation and leadership through a platform focused on growth insights and thought leadership at the enterprise level. Larry’s unparalleled experience in strategic leadership, investment banking and industry media entrepreneurship / investing and John’s veteran strengths in advisor coaching and wealth management research contribute to the common mission.

Larry Roth, Managing Partner of RLR Strategic Partners and CEO of Finetric Media, is an industry leader in strategic investments for wealth management, wealthtech and wealth industry media. His expertise guiding senior management and boards, as well as providing M&A solutions, stems from his experience as CEO of Advisor Group and Cetera Financial Group and RLR’s affiliation with Berkshire Global Advisors.

John Bowen, CEO and Founder of CEG Worldwide and CEG Insights is a wealth management pioneer. He has successfully built and managed a financial advisory practice with assets over $2 billion. Following its sale, he established CEG Worldwide, focusing on propelling the success of financial advisors. He also founded CEG Insights, becoming a forefront leader in wealth management research. Over two decades, John’s deep dive into the behaviors and strategies of affluent investors and leading financial advisors has enriched wealth management knowledge and catalyzed substantial growth throughout the industry.

Seize this unprecedented opportunity to architect the next era of wealth management excellence.

Join John Bowen and Larry Roth in redefining what’s possible for high-net-worth clients and the advisors who serve them.

Contact Us

CEG Insights
1954 Hayes Lane
San Martin, CA 95046
(888) 396-8639
www.ceginsights.com

Office Hours

Monday-Friday
9:00 a.m. – 5:00 p.m. PT