You already won the game you set out to play. So what do you build next? This origin maps the five Greater Game conversations and the advisor’s role inside each one.

John J. Bowen Jr. opens the series with the research behind it. CEG Insights studied 1,016 successful entrepreneurs and found that 5.4% approached the future differently, building around a set of multipliers. That finding became the foundation for The Greater Game.

With Dan Sullivan, John organized the work into four stages and selected five conversations for Financial Advisor Magazine: Greater Ambition, Greater Security, Greater Autonomy, Greater Property, and Greater Community. Each one carries direct consequences for the wealth plan.

Then comes the advisor’s assignment. Pick three clients approaching a transition, and listen for the gap between their next ambition and their current architecture. Watch or listen now.

00:00:00 The question Dan and John started with, and why success is not the finish line

00:00:47 The 5.4% who approached the future differently, and what they built around instead

00:01:38 Why the next challenge for wealthy entrepreneurs is rarely another financial product

00:02:28 The five conversations selected for Financial Advisor Magazine, and why they begin with ambition

00:03:22 The three-client exercise to run before you recommend anything

00:04:07 Why the right security is a launchpad, not a brake

The Greater Game

CEG Insights

Connect with John: Website | LinkedIn

Read John in Financial Advisor Magazine: FA Mag author page

Explore CEG Worldwide programs: Programs for Financial Advisors

See advisor success stories: Success Stories

CEG research: CEG Insights

Subscribe on YouTube: CEG Advisor Coach

Get the book: The Greater Game

The Advisor Architect is an original production hosted by John J. Bowen Jr. Brought to you by CEG Worldwide, in partnership with Financial Advisor Magazine. Production and editing by Podcast Your Brand.