The Praxis Project

The Praxis Project

By CreativeOneBusinessEntrepreneurshipInvestingManagement
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The Praxis Project episodes

  • EP02 - The Complimentary Analysis

    To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/

    Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.

    Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

    35 min
  • EP01 - The Discovery Meeting

    To learn more about Rainmaker, visit: https://creativeone.com/rainmaker/

    Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.

    Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

    32 min

About The Praxis Project

From the publisher's feed

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…