The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence

The Diamond Podcast for Financial Advisors

With a conversation with John Bowen, CEO and Founder, CEG Worldwide, LLC

Overview

Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

Many wealth management firms have left a level of potential untapped: mastering the power of teamwork.

It’s the accomplishments of that team, running on all cylinders and driving toward a unified vision, that propels phenomenal success. But getting to that level isn’t always easy.

It takes building, supporting, and nurturing extraordinary talent. And developing a structure where teamwork and collaboration become a natural part of the work environment.

That’s why we invited one of the top coaches in the industry, John Bowen, to join us on the show.

His firm, CEG Worldwide, just completed a study of what it takes to build your “Dream Team.”

“The Dream Team Effect,” as John calls it, is one of the major factors that drives success in everything from growth to client retention to long-term success.

And the impact is tangible when you look closely at the foundation of team dynamics and tap into the power therein.

In this episode with Louis Diamond, John offers actionable advice on mastering the art of team dynamics, including:

• Why the right team has such an incredible impact on the bottom line.
• How the different stages of team development need to be part of your strategy.
• What key traits to look for in team members.
• Why relying on the “high performers” isn’t always the right tactic.
• What those who like operating as a lone wolf need to know.
• And, ultimately, the key things you need to know—whether you’re an advisor who is building or managing a team or a business owner looking to take your firm to the next level.

Plus, John shares his proprietary Dream Team framework to get you started on your way—with key graphics, so be sure to check out the video, too. Consider it your free coaching session with one of the industry’s finest!

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Related Resources

Finding the Shortest Path to Excellence Can Be a Game Changer for Advisors
Doing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits.

The Dream Team Effect; Mastering Team Dynamics to Achieve Wealth Management Excellence
Invaluable insights and actionable strategies to build and lead your dream team.

Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items that can help advisors get started on a new path to thinking about delivering exactly what clients want.

John Bowen
Founder and CEO

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

Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. Under his leadership, Assante more than tripled assets under management to more than $25 billion.

Bowen 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. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen 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.

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