Search

Home > Simple, but Not Easy > Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19
Podcast: Simple, but Not Easy
Episode:

Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19
Category: Business
Duration: 00:27:12
Publish Date: 2020-05-18 05:00:03
Description: Growing a financial planning practice can be challenging at the best of times. But what if you had to replace your in-person presentations and meet-and-greets with online events and marketing tools? In this episode, Erik Bowman talks about how he’s looking to attract new clients in a shelter-in-place COVID-19 world.
Total Play: 0

Some more Podcasts by Morningstar

300+ Episodes
The Long Vie ..    
400+ Episodes
Investing In ..     1