520: A Fee-Only Family with Eden Bowen
520: A Fee-Only Family Eden Bowen, Fee-Only Financial Planning
– The Sharkpreneur podcast with Seth Greene Episode 520 Eden Bowen
Eden Bowen is a CFP and partner in the Roanoke, Virginia based fee-only RIA, Fee-Only Financial Planning, LC. Eden graduated from Bridgewater College in 2014 with a degree in business and worked in client service and marketing before joining the firm in 2016. She is a second-generation partner at Fee-Only Financial Planning, LC, a firm her family founded in 1981. Together they serve 140 client families in 18 states with $300m in AUM.
Eden wears many hats as one of three partners managing a firm of this size. She has direct management of their tech support, client relations, back office operations, marketing efforts, and engaging in new and existing client planning efforts. Eden is also passionate about financial education and literacy and reaches a wide demographic of readers with her blog and newsletter content. She is based out of Atlanta, GA and an active member of NAPFA, the National Association of Personal Financial Advisors. Eden is also an avid equestrian and regularly competes with her horse in the Greater Atlanta area, sharing common ground with some of her clientele.
Listen to this illuminating Sharkpreneur episode with Eden Bowen about being a second-generation partner at Fee-Only Financial Planning.
Here are some of the beneficial topics covered on this week’s show:
● How relationship building is very important in financial planning.
● How technology has allowed expansion on traditional meetings.
● How virtual meetings allow financial planners to have clients from all over.
● Why providing outstanding services leads to organic growth.
Connect with Eden:
Guest Contact Info
@edenbowen
linkedin.com/in/m-eden-bowen-cfp
Links Mentioned:
feeonlyroanoake.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
More description
520: A Fee-Only Family Eden Bowen, Fee-Only Financial Planning
– The Sharkpreneur podcast with Seth Greene Episode 520 Eden Bowen
Eden Bowen is a CFP and partner in the Roanoke, Virginia based fee-only RIA, Fee-Only Financial Planning, LC. Eden graduated from Bridgewater College in 2014 with a degree in business and worked in client service and marketing before joining the firm in 2016. She is a second-generation partner at Fee-Only Financial Planning, LC, a firm her family founded in 1981. Together they serve 140 client families in 18 states with $300m in AUM.
Eden wears many hats as one of three partners managing a firm of this size. She has direct management of their tech support, client relations, back office operations, marketing efforts, and engaging in new and existing client planning efforts. Eden is also passionate about financial education and literacy and reaches a wide demographic of readers with her blog and newsletter content. She is based out of Atlanta, GA and an active member of NAPFA, the National Association of Personal Financial Advisors. Eden is also an avid equestrian and regularly competes with her horse in the Greater Atlanta area, sharing common ground with some of her clientele.
Listen to this illuminating Sharkpreneur episode with Eden Bowen about being a second-generation partner at Fee-Only Financial Planning.
Here are some of the beneficial topics covered on this week’s show:
● How relationship building is very important in financial planning.
● How technology has allowed expansion on traditional meetings.
● How virtual meetings allow financial planners to have clients from all over.
● Why providing outstanding services leads to organic growth.
Connect with Eden:
Guest Contact Info
@edenbowen
linkedin.com/in/m-eden-bowen-cfp
Links Mentioned:
feeonlyroanoake.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.