Webinar: Bringing It All Together by CreativeOne

About This Webinar

The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

When it came to Branding & Marketing, Erik dove deep and shared what he was doing that’s working, his pandemic practices, how he's finding new clients and more importantly, how he gets noticed in a world inundated with financial professionals.

Join us as we catch up with Erik to talk in more details about the tactics and tools that make him the success that he is.

You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.

Agenda

The ins and outs of building a legit presence on the different social channels.
Creating a loyal brand following.
How to bring it all together!

Presenters

The Essentials

The Essentials: An Advisor Idea Exchange

Each session is led by top advisors from coast to coast. And we’re not kidding when we say “top advisors.” This event boasts more than $1 billion in non-AUM production alone, so yeah, they know their stuff.

Erik Bowman

Owner & Founder ~ Bowman Financial Strategies

Erik Bowman is owner and founder of Bowman Financial Strategies, where he focuses on income planning for clients preparing for retirement to help with their transition from the accumulation phase to the distribution phase of their lives.

Erik is a Retirement Income Certified Professional® (RICP®) and he holds FINRA series licenses including the Series 66 (Uniform Combined State Law Examination), Series 7 (General Securities) and Series 24 (General Securities Principal Qualification). In addition, Erik is long-term care certified in the state of Colorado.

Erik is a Distinguished Military graduate from the University of Colorado with a Bachelor’ of Science in Business Administration. Erik served six years of active duty in the U.S. Army. He is married to his beautiful wife of more than 24 years, Heidi. They have four children and live in Castle Pines, Colorado.

Dennis Mattern

VP ~ Training & Development

As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.