CreativeOne
The Rainmaker Project
In this podcast series, Erik Bowman, RICP®, wealth advisor and founder of Bowman Financial Strategies, shares actionable tips to help financial advisors identify, convert and maintain rewarding client relationships. He offers proven strategies to improve advisors’ business development efforts and bring on profitable, long-term clients. Learn actionable tips that can improve your outcomes at every stage of the prospecting process.
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: fast.wistia.net
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Odcinki
EP07 - The Rainmaker's Guide to the 80-20 Principle Video 21.09.2023 19:39
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP06 - Answers to the 5 Questions That Prospects Ask Video 14.08.2023 31:42
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP05 - The Engagement Process Video 21.04.2023 21:04
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP04 - Successful Seminar Presentations Video 21.04.2023 25:56
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP03 - Key Performance Indicators & Conversion Rates Video 18.01.2023 36:21
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP02 - The Complimentary Analysis Video 18.01.2023 34:56
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
EP01 - The Discovery Meeting Video 14.12.2022 31:57
To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/ Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax,...
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