As Seen On…
Better Practice, Better Life
Financial Advisor Burnout: The Work You Were Never Meant to Do with Matt Halloran In this episode...
Get Ready Before Life Happens
Preparing for Life’s Uncertainty with Tony Steuer...
Not Saving It for Later
Money & Mindset: Starting Over After Divorce with Colleen Bowler In this episode of Not Saving...
Curiosity Is a Capability: The Entrepreneur’s Secret Weapon with Colleen Bowler
In this episode of The Level Up Business Podcast, host JR sits down with Colleen Bowler to explore...
Transforming Client Relationships Through Mindset Assessments
In this episode of The Customer Wins, host Richard Walker sits down with Colleen Bowler,...
Colleen Bowler, CFP®, Co-Founder of The Passport Package™ and C&J Innovations Featured in Advisor Perspectives
We’re excited to share that our co-founder, Colleen Bowler, CFP®, was recently featured in Advisor...
How finding the right “whos” can help build a $500 Million practice
In this episode of Advisors Off Script, host Shelby Nicholl sits down with Colleen to explore her...
Why a “Why Wall,” Money Magic & Mindset Matter for Advisors – Lessons from Colleen Bowler’s Chat on Coaching Magic
https://www.youtube.com/watch?app=desktop&v=Tiynt0LauqM In a recent episode of the Coaching...
Creating a “Waterfall of Impact” through Coaching with Colleen Bowler
https://www.youtube.com/watch?v=SXP__MPW7fw In a recent episode of The Trusted Podcast, hosted by...
An Entrepreneur’s Playbook For Building Trust And Collaboration, with Colleen Bowler
https://open.spotify.com/episode/6U99tkArZmR0oPJORhWBPG?si=8416ab15d23b474d Join us for an...









