Picture this: You’re on the verge of securing your financial future, but there are five costly mistakes you absolutely must avoid! Erik and Dennis are here to guide you through each one.
Join host Dennis Mattern and our financial guru, Erik Bowman, founder of Bowman Financial Strategies, as they dissect the critical art of selecting the perfect financial advisor.
First and foremost, don’t jump the gun and hire the very first advisor you meet. That’s like settling for the first car you see on the lot without test-driving others. Erik will show you how interviewing multiple advisors is the savvy move. It’s all about finding the right personality match and services tailored precisely to your unique needs.
But that’s not all! Erik dives into the nitty-gritty of what questions to ask during your advisor interviews. Learn about their credentials, services, compensation structure, and meeting frequency. It’s your financial future at stake, and you need to be in the driver’s seat!
Erik doesn’t stop there; he unveils the secret sauce of their firm—an ironclad, formalized process that guarantees your financial journey is as smooth as silk. You’ll discover the various levels of engagement, from regular calls to annual market reviews, all designed to systematically evaluate your situation for the best recommendations.
Disclosure:
For more Right on the Money: http://rightonthemoneyshow.com
To learn more about Erik Bowman, visit: https://www.bowmanfinancialstrategies.com/
For Erik Bowman’s Podcast: https://www.bowmanfinancialstrategies.com/podcasts
Schedule a phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 17354577- 2023/09/19
