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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