The Rainmaker Project

CreativeOne
  • 5,0 (4)
  • Предпринимательство
  • Ежемесячно

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.

  1. EP32 - AI for Financial Advisors

    11 мар. ·  Видео

    EP32 - AI for Financial Advisors

    The Rainmaker Project

    42 мин.
  2. EP31 - Taxes and Cash Flow

    6 февр. ·  Видео

    EP31 - Taxes and Cash Flow

    The Rainmaker Project

    23 мин.
  3. EP30 - Rainmaker Process as a Framework

    6 февр. ·  Видео

    EP30 - Rainmaker Process as a Framework

    The Rainmaker Project

    15 мин.
  4. EP29 - Event-Based Marketing

    6 февр. ·  Видео

    EP29 - Event-Based Marketing

    The Rainmaker Project

    29 мин.

  5. 18.08.2025 ·  Видео

    EP28 - Breaking the Silence

    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.

    19 мин.

  6. 31.07.2025 ·  Видео

    EP27 - Is Your Calendar Making You Broke?

    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.

    21 мин.

  7. 24.07.2025 ·  Видео

    EP 26 - Building a Referable Experience

    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.

    22 мин.

  8. 25.04.2025 ·  Видео

    EP25 - High Net Worth Clients // Standard of Care

    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.

    16 мин.
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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.

Информация

  • Автор
    CreativeOne
  • Годы выхода
    2022 - 2026
  • Выпуски
    32
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2022
  • Сайт подкаста
    The Rainmaker Project