769: Steven Bowles: Advanced Family Office Strategies

Cashflow Ninja

My guest in this episode is Steven Bowles. Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients.

After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning.

Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

Interview Links:

Catalyst Advisory https://catalystadvisory.io/

Family Office Secrets https://open.spotify.com/show/0VSy7FJPjKk3iukJ6yzwxh

Grab My Book:

The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches

Subscribe To The Best Cashflow Niches™ Newsletter: www.cashflowninja.com/bestniches

Join My Inner Circle & Mastermind Cashflow Nirvana www.cashflowninja.com/nirvana

Episode Sponsors:

Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com

The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com

Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra”

Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com

Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com

Connect With Us:

Website: http://cashflowninja.com

Podcast: http://cashflowinvestingsecrets.com

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

Twitter: https://twitter.com/mclaubscher

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

Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/

Linkedin: https://www.linkedin.com/in/mclaubscher/

Youtube: http://www.youtube.com/c/Cashflowninja

Bitchute: https://www.bitchute.com/channel/cashflowninja/

Rumble: https://rumble.com/c/c-329875

Odysee: https://odysee.com/@Cashflowninja:9

Gab Tv: https://tv.gab.com/channel/cashflowninja

Brighteon: https://www.brighteon.com/channels/cashflowninja

Parler: https://parler.com/profile/cashflowninja/

Gettr: https://gettr.com/user/mclaubscher

Gab: https://gab.com/cashflowninja

Minds: https://www.minds.com/cashflowninja

Biggerpockets: https://www.biggerpockets.com/users/mclaubscher

Medium: https://medium.com/@mclaubscher

Substack: https://mclaubscher.substack.com/

--- Send in a voice message: https://podcasters.spotify.com/pod/show/cashflowninja/message