<p>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.</p>

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.

EP25 - High Net Worth Clients // Standard of Care

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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EP25 - High Net Worth Clients // Standard of Care

EP25 - High Net Worth Clients // Standard of Care