The Rainmaker Project

EP10 - The RISA Revelation


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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 effective financial plans.

"The Rainmaker Project" is more than just a podcast; it's a journey into the future of financial advising. Whether you're a financial professional looking to enhance your client engagement process or an individual curious about the latest in financial planning, this podcast offers invaluable insights and practical solutions.

Join us as we navigate the complexities of the financial world with Erik Bowman's expert guidance. Through in-depth discussions, interviews with industry experts, and real-world applications of the Rainmaker System, this podcast is your gateway to becoming a more informed and effective financial advisor or savvy investor. Tune in to "The Rainmaker Project" and discover the tools and strategies that will make it rain for your clients and your practice.

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The Rainmaker ProjectBy CreativeOne