by Colleen Bowler | Oct 22, 2026 | Blog
Key Takeaways Leading discovery conversations with curiosity rather than fear can help financial advisors better understand what matters most to their clients. Harvard research found that people who ask more questions, especially follow-up questions, are better liked...
by Colleen Bowler | Sep 28, 2026 | Blog
Key Takeaways A repeatable process can help advisors maintain deep client relationships as their practice scales without demanding more of their time. Advisors can start stronger conversations when clients have time to reflect beforehand, and they walk into the...
by Colleen Bowler | Jul 7, 2026 | Blog
Financial advisors spend countless hours building thoughtful, comprehensive plans. Goals are clarified, cash flow is mapped out, risks are addressed, and strategies are carefully designed. And yet, many advisors have experienced the same frustrating reality: clients...
by Colleen Bowler | Jun 10, 2026 | Blog
In almost every couple we’ve worked with over the years, one person naturally takes the lead in the financial conversation. And one person quietly takes a back seat. One person has the spreadsheet open before we sit down, knows the account balances, answers the...
by Colleen Bowler | May 5, 2026 | Blog
There’s a shift happening in how people choose an advisor. It’s not just about who explains things best anymore. It’s about who helps someone feel understood before the relationship even begins. Prospects are doing their homework. They’re comparing options. They’re...
