Schedule a Demo

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets

Recent Action! Articles

7 essential steps to create a million-dollar financial advisory firm

How financial advisors can prepare for the next tech revolution

The Great Wealth Transfer, AI and technology's impact on RIA practices

Karsten Dornseif

Bowers Wealth Management

Client Relations

BIO

Karsten Dornseif is partner at Bowers Wealth Management, Inc. He specializes in client relations and client development. Bowers Wealth Management, Inc. prides itself on its fee-only structure and disciplined investment strategy.

karsten.dornseif@bowerswealth.com

Website

Articles

Junxure CRM Press Release

How to streamline wealth management with a CRM: Interview with Bowers Wealth Management

How one fee-only RIA shop takes advantage of cloud-based version of Junxure CRM to streamline their processes.

4 min read

Back to Community