John J. Bowen Jr.

Following up

(Februaru 2006) In recent months, we’ve looked at how to implement a consultative wealth management process, using a series of five client meetings. Each of these — a discovery meeting, a wealth management plan meeting, a mutual commitment meeting, a 45-day follow-up meeting, and then regular progress meetings — is designed to build a lasting […]

By John J. Bowen Jr. |February 24, 2006

3 min read

Planning and Advice

Ink the deal

Few things will boost an advisor’s level of success as efficiently as shifting to a wealth-management approach, because it’s grounded in an in-depth consultative process that gives you a deep understanding of clients’ values and goals. And that enables you to tailor solutions to each of them. The process I recommend revolves around a series […]

By John J. Bowen Jr. |January 20, 2006

3 min read

Planning and Advice

Presenting the Plan

(December 2005) Financial advisors who wish to become true wealth managers need a defined consultative process that enables them to fully understand their prospects and clients, and recommend appropriate solutions to address all aspects oftheir financial lives. This is clearly a big jump up from just providing investment management or financial planning. To make this […]

By John J. Bowen Jr. |December 12, 2005

3 min read