John J. Bowen, Jr.

Founder and CEO

CEG Worldwide

CEG Worldwide’s founder and CEO, John Bowen has long been known as a leader in the area of adding value to financial services firms. Bowen started his career as an independent broker-dealer representative and then became a fee-based financial advisor. He was ultimately named the CEO of Reinhardt Werba Bowen (RWB), a money management firm that helped other financial advisors raise billions of dollars in assets. In 1998, Bowen became CEO of Assante Capital Management upon the acquisition of RWB by Assante. He left Assante to start CEG Worldwide in 2001, in order to help advisors realize substantial success through the use of CEG Worldwide’s business development systems.

He writes a highly acclaimed monthly column on building great financial advisory firms for Financial Planning. He is the author of four books, including Breaking Through: Building a World-Class Wealth Management Business and The Prudent Investor’s Guide to Beating the Market.

Robert Niederman, PhD

Director of Coaching

CEG Worldwide

CEG Worldwide’s Director of Coaching, Robert Niederman is a pioneer in the field of corporate coaching. As the principal of Palo Alto, California-based Profound Coaching, Niederman has coached more than 100 Silicon Valley CEOs.

Niederman has worked intensively with CEG Worldwide to design and develop CEG Worldwide’s groundbreaking coaching program, which teaches financial advisors how to optimize their businesses in order to achieve significant growth in profits and assets under management. He was instrumental in building CEG Worldwide’s elite advisor forum—a focused study group of top-level financial advisors that provides participants with unique breakthrough opportunities in business development.

Niederman received his PhD in educational psychology from the University of California at Berkeley, completed postdoctoral work at Stanford University.