Architecting THE FUTURE OF Wealth Management

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An Exclusive Invitation to the 20 Most Influential Leaders in Financial Services

Pioneer. Innovate. Leave Your Legacy.

As one of the exclusive 20 Founders, you'll be at the epicenter of industry evolution

John Bowen, CEO of CEG Worldwide and CEG Insights, and Larry Roth, Managing Partner of RLR Strategic Partners, are assembling an elite group of 20 visionaries to shape the most transformative event in wealth management history.

  • Define the Agenda: Shape discussions that will impact trillions in managed assets
  • ​Exclusive Insights: Gain first access to groundbreaking research, giving you a decisive edge
  • ​Strategic Collaboration: Work directly with John Bowen, Larry Roth, and fellow visionaries to architect industry-changing strategies
  • ​Legacy Creation: Establish yourself as a pivotal figure in wealth management's future
  • ​Unparalleled Network: Forge alliances with the most influential minds in finance

Why You Need to Be Part of the Founders' Circle

  • Foresight: Be the first to leverage cutting-edge insights that will reshape client relationships and drive exponential growth
  • ​Alliances: Create billion-dollar partnerships that redefine industry paradigms
  • ​Influence: Lead the charge in developing innovations that will become industry standards

Why You Need to Be Part of the Founders' Circle

  • Foresight: Be the first to leverage cutting-edge insights that will reshape client relationships and drive exponential growth
  • ​Alliances: Create billion-dollar partnerships that redefine industry paradigms
  • ​Influence: Lead the charge in developing innovations that will become industry standards

The Exclusive Benefits
of Founding Membership

THE DRIVING FORCES

Larry Roth and John Bowen each brought their unique skills together for the shared CEO Summit vision – to drive industry innovation and leadership through a platform focused on growth insights and thought leadership at the enterprise level. Larry’s unparalleled experience in strategic leadership, investment banking and industry media entrepreneurship / investing and John’s veteran strengths in advisor coaching and wealth management research contribute to the common mission.

Larry Roth, Managing Partner of RLR Strategic Partners and CEO of Finetric Media, is an industry leader in strategic investments for wealth management, wealthtech and wealth industry media. His expertise guiding senior management and boards, as well as providing M&A solutions, stems from his experience as CEO of Advisor Group and Cetera Financial Group and RLR’s affiliation with Berkshire Global Advisors.


John Bowen, CEO and Founder of CEG Worldwide and CEG Insights is a wealth management pioneer. He has successfully built and managed a financial advisory practice with assets over $2 billion. Following its sale, he established CEG Worldwide, focusing on propelling the success of financial advisors. He also founded CEG Insights, becoming a forefront leader in wealth management research. Over two decades, John's deep dive into the behaviors and strategies of affluent investors and leading financial advisors has enriched wealth management knowledge and catalyzed substantial growth throughout the industry.

This is Your Moment to Make History

As one of just 20 Founders, you're not just attending an event—you're creating the future of wealth management. Your insights, vision, and leadership will shape an industry for decades to come.

Spaces in this elite group are extremely limited.
The future is waiting for you.

Seize this unprecedented opportunity to architect the next era of wealth management excellence.

Join John Bowen and Larry Roth in redefining what's possible for
high-net-worth clients and the advisors who serve them.

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