A Private Virtual Session with John Bowen & Chip Conley

March 3 | 11:00 a.m. -12:00 p.m. PT

How elite advisors attract new HNW relationships during moments of life transition

When wealth is in motion, the advisors who win are those who know how to lead families through change—not just manage portfolios.

Why This Matters Now

Wealth moves during transitions. Growth happens when advisors know how to show up.
The largest transfer of wealth in history is no longer theoretical—it’s unfolding in real time. Research consistently shows that families reassess advisory relationships during major life transitions.

For most advisors, these moments feel defensive—focused on protecting relationships and minimizing loss.

Elite advisors experience them differently.

They recognize transitions as entry points—moments when families are actively seeking leadership, clarity, and perspective beyond traditional planning. This is where new HNW relationships are formed.

These moments most often show up as business exits, inheritance, divorce/widowhood, and retirement—when families decide who they truly trust to guide them.

The capability that separates these advisors is Transitional Intelligence™ (TQ): the ability to guide clients through identity-level change in a way that naturally expands trust, relevance, and opportunity.


Hear From Advisors Who’ve
Begun Using This Approach

Each video highlights a different way advisors are applying Transitional Intelligence to deepen relevance and attract new relationships during moments of change.

Steve Davis
Finding a new advisory path by specializing in transition-led relationships

Steve Goldbloom
Walking into transition conversations with confidence and language

Nathan Brinkman
Why advisors must do their own work to credibly lead others

Mitchell Kraus
Staying indispensable when investment management is no longer the differentiator

Mike Pazara
Bringing clarity to moments most advisors avoid

Bob Kawabe
Alignment between values, relationships, and advisory work

Bob Bove
Being invited deeper into client conversations others never reach

Austin Collins
Creating space for discovery that draws people in

Anthony Glomski
Recognizing how much opportunity lives inside transitions

What You’ll Take Away From This Session
This 60-minute session is designed to change how you recognize and engage opportunity during transition—not add more to your to-do list.

What You'll Walk Away With

✓ 3 Transition Conversation Openers — tested language for business exits, inheritance, and widowhood/divorce moments

✓ The Decision-Free Zone Framework — how to hold space without rushing to solutions (the move that deepens trust)

✓ Money-in-Motion Early Warning Checklist — signals that indicate transition before competitors see it

✓ The Modern Elder Wealth Hierarchy™ — a visual framework for positioning yourself as the guide to "what's next"

This session is the first step. Optional pathways for deeper exploration are shared after registration.

"Elite advisors don't chase growth—they position themselves where growth naturally occurs. Transitions are the highest-leverage opportunity in wealth management."

— John Bowen, CEO, CEG Worldwide

"In every transition lies an opportunity for rebirth. The advisors who can facilitate that journey will build practices that matter."

— Chip Conley, Founder, Modern Elder Academy

Chip Conley

Founder, Modern Elder Academy
Author of Learning to Love Midlife

Hospitality Innovator
Built Joie de Vivre into America's second-largest boutique hotel company (52 properties over 24 years)

Silicon Valley "Mentern"
At 52, joined Airbnb as Head of Global Hospitality & Strategy—twice the age of the average employee. Mentored founders including Brian Chesky while learning from digital natives, coining the term "Modern Elder" to describe this mutual exchange of wisdom and curiosity.

Transition Architect
Founded Modern Elder Academy after recognizing that high achievers "arrive at midlife with every resource except a framework for becoming who they're meant to be next." MEA's Baja and Santa Fe campuses have guided thousands through life's pivotal transitions.

Why This Matters for Advisors
Chip brings the inside view of what successful individuals actually face during reinvention—identity disruption, emotional recalibration, and the search for meaning. He teaches advisors to lead those moments with language and confidence.

"Your clients have mastered the balance sheet. What they need now is someone who understands the art of living. That's the capability MEWA builds."
"After studying 100,000+ high-net-worth families, one pattern is clear: the advisors who win during transitions are those who can speak to identity, not just assets."

John Bowen

CEO, CEG Worldwide & CEG Insights
Founder, CEG Elevate Group

Practice Architect
Built and sold a $2 billion AUM advisory practice, then dedicated decades to helping elite advisors replicate that success at scale

Research Authority
Through CEG Insights, John's team has studied more than 100,000 high-net-worth families—building the industry's most comprehensive understanding of what wealthy clients actually value and how they make advisory decisions

System Pioneer
Developed the Virtual Family Office (VFO) framework—a coordinated approach that transforms fragmented advisory relationships into integrated wealth architecture

Why This Matters for Advisors
John observed a pattern across decades of coaching: "Clients who had mastered the balance sheet were unfulfilled in the art of living—they had the means but were searching for the meaning." This insight catalyzed the MEWA partnership.


Why This Partnership Exists

John spent decades watching advisors serve clients who had "won"—yet something was missing. Chip spent years at Modern Elder Academy watching successful people arrive with full bank accounts but restless spirits.

They realized they were holding two halves of the same map.

The financial industry says, "Let us manage your money, and you figure out your life."

The wellness world says, "Focus on your soul, and don't worry about the money."

Both approaches are incomplete.

MEWA integrates John's systems for Sovereignty (ownership of time and resources) with Chip's frameworks for Clarity (alignment between identity and action). The result: advisors equipped to guide clients through the full journey from success to significance.

"MEWA sits at the intersection of two disciplines: wealth architecture and transition psychology. This is why it works."

While this is an entirely new program, these stories don’t focus on the curriculum itself.

Instead, they showcase the powerful impact of two dynamic forces coming together to create a transformative experience for you.

Dive into these narratives of growth, connection, and inspiration, as MEA alumni share how the experience has shaped their personal and professional journeys.

Secure your
spot today.

What Is Transitional
Intelligence™ (TQ)?

TQ is the ability to recognize which phase of transition a client is in—and respond appropriately.

Most advisors rush to solve. They fill the void with activity, recommendations, and plans. That instinct is precisely wrong.

TQ-equipped advisors understand the three phases every genuine transition moves through:
1. The Ending — honoring what's being released
2. The Neutral Zone — the fertile void where transformation occurs (rushing through it aborts the process)
3. The New Beginning — which can only be received, not manufactured

The advisor's role during transition is to be a "holding environment"—creating safety so clients can navigate identity-level change without destabilizing the relationship.

Investment management is table stakes. During transitions, families need a guide who can hold the space.

Let’s Collaborate

Let’s Collaborate

About
Modern Elder Wealth Partners™ is a joint certification program of CEG Worldwide and Modern Elder Academy.
Address
Email
Phone: (888) 396-8639
1954 Hayes Lane
San Martin, CA 95046

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