The Rainmaker Project

How do you bring up the conversations clients don’t want to have—without pushing them away? In this episode of The Rainmaker Project, Erik Bowman shares powerful strategies for revisiting tough topics, building trust, and turning resistance into opportunity.

Erik unpacks how your calendar is a mirror of your priorities and your value—revealing whether you’re spending your days on $15/hour busywork or high-leverage, $500/hour (or more!) activities that actually grow your business.

Whether you're just getting started or scaling a successful advisory practice, you'll walk away with actionable insights to generate warm leads, shorten your sales cycle, and build a thriving network of raving fans—without gimmicks or pressure.

If you're serious about leveling up your practice and capturing more premium clients, this episode is packed with the mindset shifts and action steps you need to succeed.

If you're serious about mastering your process, growing your revenue, and building unstoppable confidence in your business, this is an episode you can't afford to miss.

Anticipating your future needs is the ultimate secret weapon for unstoppable momentum.

Learn how to create impactful deliverables, like comprehensive retirement plans and tax-efficient strategies, that resonate with clients and set the stage for exponential success.

Erik challenges a common industry mindset—being afraid to give away too much value before a client commits

In this episode, Erik tackles the art and science of recognizing business bottlenecks—whether it's a lack of qualified leads, ineffective closing processes, or operational inefficiencies—and offers actionable advice to fix them.

Erik shares practical insights on metrics that matter, the importance of efficiency projects, and how to turn downtime into growth opportunities.

This episode is packed with actionable insights for entrepreneurs, financial advisors, and anyone striving to build long-term, sustainable success

Erik breaks down how even a basic knowledge of tax implications

Discover how to avoid the pitfalls of chasing the latest trends and instead focus on what truly drives success.

Discover how to conduct impactful client reviews, maintain constant communication, and create a white-glove, boutique experience that sets your practice apart.

Shift from thinking like an employee to a business owner and gain the confidence and skills needed to elevate your business.

Whether you're an entrepreneur, a financial advisor, or a business owner, The Rainmaker Project provides the insights and tools you need to build a robust inbound lead machine.

Erik provides practical advice on identifying when to expand your team, hiring strategies, and the importance of creating a structured organizational framework.

Hosted by Erik Bowman, the innovator behind the Rainmaker System, this podcast ventures beyond the typical discussions of strategy and planning. Instead, it delves into the philosophy of success, exploring the mental and emotional landscapes that define our potential. In each episode, Erik, alongside a guest host, navigates the intricacies of the never-quit mindset, the cornerstone of the Rainmake...

In this compelling series, Erik Bowman unpacks the benefits of the Retirement Income Style Awareness (RISA) survey, a tool that has transformed client assessment in the financial industry. Developed by industry titans Wade Pfau and Alex Murguia, RISA integrates the power of mathematics and psychology to uncover clients' planning preferences and concerns, paving the way for more personalized and ef...

In this particular episode, Erik and Dennis explore the revolutionary "Two Meeting Close Method," a streamlined approach designed to enhance efficiency in client acquisition and asset management. This method aims to secure a client's commitment to move their assets by the second meeting, challenging conventional sales wisdom and opening up a discussion on the nuances of building trust, proving val...

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,...