Catherine Chaney Bowman, APR

When it comes to wealth planning, Bowman is an advocate for giving consumers the information they need to better understand the often confusing subjects of financial and estate planning. "That's because so many important issues in our lives," says Bowman, "from how we'll receive medical treatment, to who will care for our loved ones if we cannot, to how we can reduce taxes -- can be solved by effective wealth planning strategies."

As an award-winning writer and marketer with over 20 years' experience, much of it spent in the financial services and estate planning fields, Bowman has garnered a wealth of information about problem-solving strategies that can help consumers achieve their most cherished goals for themselves and their families.

Career Highlights

Bowman is an award-winning writer and marketer who creates and implements fully-integrated strategic marketing, public relations and communications programs that help clients build financially rewarding and emotionally satisfying businesses.

• She has extensive practical knowledge in estate planning and financial services, as well as the unique demands of membership organizations.
  
  
• She is an acclaimed public speaker with extensive experience in both public and private seminars, training workshops, and radio and television appearances.
  
  
• She has achieved an enviable track record of success in both law firm marketing and marketing financial services, as well as consumer markets.

• She has won over 30 awards for her writing skills and for her marketing programs from such organizations as the International Association of Business Communicators, the American Marketing Association, and the insurance industry trade organization, the Life Communicators Association.

Career Summary

Today, Bowman and her firm, Supersuasion Marketing, LLC, provide comprehensive marketing and business development products, programs and services to a wide range of clients across the country. Because of her unique professional background, however, she has been especially successful working with financial advisors and estate planning attorneys.

Before creating her own firm, Bowman served as Director of Public Relations and Communications for the American Academy of Estate Planning Attorneys, La Jolla, California.

While in that role, she created the first comprehensive member marketing, public relations and communications programs for this organization of estate planning attorneys across the country. Among the programs she developed were four comprehensive marketing and consumer-seminar programs on the topics of Family Limited Partnerships, Long-term Health Care Planning, the Irrevocable Life Insurance Trust, and the Charitable Remainder Trust.

She also wrote the organization's quarterly member newsletter, produced over 40 ghostwritten articles, and wrote eight highly acclaimed consumer brochures on a variety of estate planning topics. She co-directed the organization's Marketing Coordinator Training Program, and conducted several training programs for attorneys and their staffs.

Her career in the financial services industry began in 1985 when she took on the role of Vice President, Director of Marketing Communications for E. F. Hutton Life Insurance Company, headquartered in La Jolla, California. (The firm was later acquired by First Capital Holdings, Corp., and renamed First Capital Life.)

Among her achievements at First Capital were the creation of the first nationally-implemented major marketing program aimed at educating women about their retirement planning options. She also pioneered the so-called "IRA Alternative" program, a sales campaign that would soon be widely copied throughout the insurance industry.

She left her home town of San Diego in 1991, and moved to Colorado to serve as Vice President, Marketing Administration and Communications for Life Partners Group, Englewood, Colorado. While there, she created and launched Fiscal Fitness for Women, a highly successful seminar-based sales program for women, and a senior marketing campaign.

Bowman attended San Diego State University, graduating cum laude and with distinction in her major, English. She is accredited in public relations by the Public Relations Society of America, the premiere professional organization for public relations practitioners.