The Rainmaker Project: Recent Episodes
CreativeOne
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.
How do you bring up the conversations clients don’t want to have—without pushing them away? In this episode of The Rainmaker Project, Erik Bowman shares powerful strategies for revisiting tough topics, building trust, and turning resistance into opportunity.
Erik unpacks how your calendar is a mirror of your priorities and your value—revealing whether you’re spending your days on $15/hour busywork or high-leverage, $500/hour (or more!) activities that actually grow your business.
Whether you're just getting started or scaling a successful advisory practice, you'll walk away with actionable insights to generate warm leads, shorten your sales cycle, and build a thriving network of raving fans—without gimmicks or pressure.
Learn how to create impactful deliverables, like comprehensive retirement plans and tax-efficient strategies, that resonate with clients and set the stage for exponential success.
Erik challenges a common industry mindset—being afraid to give away too much value before a client commits
Erik shares practical insights on metrics that matter, the importance of efficiency projects, and how to turn downtime into growth opportunities.
This episode is packed with actionable insights for entrepreneurs, financial advisors, and anyone striving to build long-term, sustainable success
Discover how to conduct impactful client reviews, maintain constant communication, and create a white-glove, boutique experience that sets your practice apart.
Shift from thinking like an employee to a business owner and gain the confidence and skills needed to elevate your business.
Whether you're an entrepreneur, a financial advisor, or a business owner, The Rainmaker Project provides the insights and tools you need to build a robust inbound lead machine.
Erik provides practical advice on identifying when to expand your team, hiring strategies, and the importance of creating a structured organizational framework.
Hosted by Erik Bowman, the innovator behind the Rainmaker System, this podcast ventures beyond the typical discussions of strategy and planning. Instead, it delves into the philosophy of success, exploring the mental and emotional landscapes that define our potential.
In each episode, Erik, alongside a guest host, navigates the intricacies of the never-quit mindset, the cornerstone of the Rainmaker philosophy. They tackle the invisible barriers that hold many back, unveiling how to dismantle limiting beliefs and push through life's inevitable roadblocks. It's not just about hard work; it's about smart work, persistence, and the relentless pursuit of goals, no matter the struggle.
Listeners are invited on a journey of self-discovery, learning to cultivate resilience, adaptability, and a positive mental framework that transforms challenges into stepping stones. Whether you're an entrepreneur, a professional seeking growth, or anyone in between, "The Rainmaker Project" offers actionable insights and inspiring stories to fuel your path to achievement.
Join us for conversations that matter, where we turn setbacks into comebacks and dreams into realities. It's more than a podcast; it's a movement toward creating a life of purpose, success, and fulfillment. Subscribe to "The Rainmaker Project" and be part of a community that believes in the power of never giving up.
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.
In this particular episode, Erik and Dennis explore the revolutionary "Two Meeting Close Method," a streamlined approach designed to enhance efficiency in client acquisition and asset management. This method aims to secure a client's commitment to move their assets by the second meeting, challenging conventional sales wisdom and opening up a discussion on the nuances of building trust, proving value, and the importance of a tailored engagement process.
Whether you've faced challenges in sales, are looking to refine your financial advising strategy, or are simply curious about the latest innovations in client engagement, "The Rainmaker Project" offers valuable perspectives. Through candid conversations, Erik and Dennis guide you through the intricacies of the financial industry and the art of making rain.
Click PLAY to discover how the Rainmaker System can revolutionize your approach, reduce client acquisition costs, and ultimately, lead to more successful, fulfilling client relationships. If you're ready to challenge the status quo and elevate your sales process, "The Rainmaker Project" is your must-listen resource.
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.
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.
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.
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.
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.