The Complete Advisor

How This Financial Advisor Uses AI to 10X His Practice


Listen Later

Eric Bowman of Bowman Financial Strategies isn't just talking about AI — he's built workflows that turn one hour of raw video into 30 fully edited clips, six social posts, and three email nurturing campaigns in 16 minutes for $1.07.

In this episode Eric breaks down exactly how he's integrating AI into every corner of his practice — from client meeting prep and trust evaluations to compliance-approved tools and staff efficiency — and why advisors who wait even six more months risk falling permanently behind.

What you'll learn:

  • Why AI is middle to middle, not end to end — and what that means for your practice
  • The data safety rules every advisor must follow before touching AI
  • How Eric cut a $2,000/month content vendor with a $1.07 workflow
  • The compliance framework that gets AI tools approved fast
  • Where to start this week if you've never used AI seriously

🎙 Subscribe to The Complete Advisor — new episodes every week for financial advisors who want to grow.

...more
View all episodesView all episodes
Download on the App Store

The Complete AdvisorBy CreativeOne