by CandJ Innovations | Jan 21, 2026 | As Seen On
In this episode of The Level Up Business Podcast, host JR sits down with Colleen Bowler to explore why asking better questions can be a leader’s greatest competitive advantage. In a business landscape increasingly shaped by speed, automation, and instant answers,...
by CandJ Innovations | Dec 20, 2025 | As Seen On
In this episode of The Customer Wins, host Richard Walker sits down with Colleen Bowler, Co-founder of C&J Innovations, to explore how mindset-based discovery can transform the way financial advisors understand and serve their clients. Many advisors are highly...
by CandJ Innovations | Nov 23, 2025 | As Seen On
In this episode of Advisors Off Script, host Shelby Nicholl sits down with Colleen to explore her journey of building and exiting a half billion dollar advisory practice and how the lessons from that experience now shape the work she does with advisors today. The...
by CandJ Innovations | Apr 22, 2025 | Blog
What truly sets top advisors apart? It’s not just investment performance. It’s the strength of their client relationships. Strong relationships lead to better retention, more referrals, and what everyone wants, deeper trust every day. But while most advisors...
by CandJ Innovations | Feb 17, 2025 | Blog
As a financial advisor, your job is not just about managing portfolios and optimizing tax strategies. It’s about understanding your clients on a deeper level, building trust, and maintaining long-term relationships that go beyond financial transactions. One of...
