The Rainmaker Project

CreativeOne
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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.

  1. EP32 - AI for Financial Advisors

    11 thg 3 ·  Video

    EP32 - AI for Financial Advisors

    The Rainmaker Project

    42 phút
  2. EP31 - Taxes and Cash Flow

    6 thg 2 ·  Video

    EP31 - Taxes and Cash Flow

    The Rainmaker Project

    23 phút
  3. EP30 - Rainmaker Process as a Framework

    6 thg 2 ·  Video

    EP30 - Rainmaker Process as a Framework

    The Rainmaker Project

    15 phút
  4. EP29 - Event-Based Marketing

    6 thg 2 ·  Video

    EP29 - Event-Based Marketing

    The Rainmaker Project

    29 phút

  5. 18/08/2025 ·  Video

    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 phút

  6. 31/07/2025 ·  Video

    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 phút

  7. 24/07/2025 ·  Video

    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 phút

  8. 25/04/2025 ·  Video

    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 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    CreativeOne
  • Năm hoạt động
    2022 - 2026
  • Tập
    32
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2022
  • Trang web chương trình
    The Rainmaker Project