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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

John Bowen

Founder & CEO

The Entrepreneur Imperative: Why 59% of Business Owners May Change Advisors — and What Credentialed CEPAs Can Do About It

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John J. Bowen Jr. is the Founder and CEO of CEG Worldwide and CEG Insights. Since founding CEG Worldwide in 2000, John and his team have coached many of the industry's top financial advisors on building simple, elegant, high-value wealth...

ABOUT JOHN

 

John J. Bowen Jr. is the Founder and CEO of CEG Worldwide and CEG Insights. Since founding CEG Worldwide in 2000, John and his team have coached many of the industry's top financial advisors on building simple, elegant, high-value wealth management businesses.

Earlier in his career, John built and exited a wealth management firm with $2 billion in assets under management. He is the author or co-author of more than 20 books for financial advisors, entrepreneurs, and affluent families, and he leads CEG Insights' research initiatives focused on wealthy investors, entrepreneurs, and elite advisor best practices.

John's work focuses on helping advisors serve fewer, wealthier clients extremely well while building businesses — and lives — of greater significance.

 

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