Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19 - a podcast by Morningstar

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.

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