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

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

EP19 - Keeping Score

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.

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EP19 - Keeping Score

EP19 - Keeping Score