Erik Bowman entered the financial services industry 10 years ago with a background in active military service and decades of sales leadership. Erik took his deep understanding of process and sales excellence and developed a proprietary business management system called Rainmaker.
Allowing you to efficiently bring in new, profitable business, manage your pipeline, and effectively navigate ongoing service and support to create unparalleled retention levels.
Opportunity for virtual or live training sessions with Erik upon program onboarding to learn how to implement the business model into your own practice, ongoing coaching sessions to facilitate success in the Rainmaker system.
Insights on how to consumers, seminar assets (invitations, prospect folders, presentations, prep items and sign-in table assets), materials utilized in client meetings 1 and 2, messaging samples.
Supplemental tracking spreadsheets, direction on how to implement existing CreativeOne tools (like Facebook Seminars) that correspond with the Rainmaker system.
Fill out the form to book your strategy session today. A member of our team will be in touch as soon as possible.
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. 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. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Wealth, LLC. advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth and CreativeOne Securities are wholly owned subsidiaries of CreativeOne. CreativeOne is not responsible for the results of any program or any liability stemming from the use of them. Although we may promote and/or recommend the services offered by this company, agents, advisors and registered representatives are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
Rainmaker synchronizes all aspects of the client lifecycle into an easy-to-use online interface, making it efficient in daily practice.