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You’ve Built a Great Practice.
Now What?

Date: August 11th, 2026
Time: 11:00 am EST
Register for this event here
Date:
August 11th, 2026
Time:
11:00 am EST
Location:
Webinar
Event Type:
LIVE FROM PHILLY

How elite advisors build for client depth, continuity, and freedom.

Succession planning is standard advice for clients, yet CEG Insights research found that the majority of advisors with 20+ years in practice have no written plan of their own.

In this Live From Philly fireside chat, John J. Bowen Jr., Founder & CEO, CEG Elevate Group, and Glenn Dorsey, Head of Client Relationship Management at Clark Capital, explore why growth alone doesn’t create freedom or lasting value for advisors and what it takes to shift from operator to architect.

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Event Speakers

John J. Bowen Jr.
Founder & CEO, CEG Elevate Group

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Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management, Clark Capital Management Group

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Christopher Cullen
First & Last Name
Title
Favorite Vacation Spot
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Christopher Cullen
First & Last Name
Title
Favorite Vacation Spot
Lorem Ipsum Dolorem
Christopher Cullen
First & Last Name
Title
Favorite Vacation Spot
Lorem Ipsum Dolorem

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