『Meet the Bowmans: Father-Son Adventures in Life & Finance』のカバーアート

Meet the Bowmans: Father-Son Adventures in Life & Finance

Meet the Bowmans: Father-Son Adventures in Life & Finance

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

🏔️ Start the ascent into your retirement feature! Meet with our financial team today: https://www.prospectwealthadvisors.com/contact-us

Join Chris and Dylan Bowman, the father-son duo behind Prospect Wealth Advisors, in the first episode of Nuggets of Knowledge! They share their journey into financial planning, from corporate beginnings to building a multigenerational business, and reveal the philosophies guiding their approach to wealth, relationships, and life. Beyond finance, they discuss adventurous hobbies, personal passions, and lessons learned from family and clients.

Here’s some of what we discuss in this episode:

💼 How Chris and Dylan transitioned to building a family-run financial advisory business

📈 Holistic approach: estate, income, tax, and retirement planning

🤝 Client relationships & trust-building

🌍 Travel & adventurous experiences (bull riding, skydiving, favorite trips)

🎨 Personal passions: art, entrepreneurship, and hobbies

Resources:

Our website: https://www.prospectwealthadvisors.com/

Phone: (800) 670-5782

Schedule your no-cost consultation: https://www.prospectwealthadvisors.com/contact-us

Watch the show on YouTube: https://www.youtube.com/channel/UCclfsEDHoqYyd6KPCGrzZbw

Facebook: https://www.facebook.com/ProspectEstatePlanning/

Instagram: https://www.instagram.com/prospectwealthadvisors/

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