by CandJ Admin | Sep 30, 2026 | As Seen On
Financial Advisor Burnout: The Work You Were Never Meant to Do with Matt Halloran In this episode of Better Practice, Better Life, host Matt Halloran and special guest Colleen Bowler, CFP® explore why financial advisors can experience burnout even when their firms are...
by CandJ Admin | Sep 30, 2026 | As Seen On
Preparing for Life’s Uncertainty with Tony Steuer In this episode of Get Ready: Before Life Happens, financial readiness advocate and host Tony Steuer welcomes Colleen Bowler, CFP® to discuss the importance of preparing thoughtfully before a financial or life...
by CandJ Admin | Sep 30, 2026 | As Seen On
Money & Mindset: Starting Over After Divorce with Colleen Bowler In this episode of Not Saving It For Later – Guiding Women Through Divorce & Beyond, host Hannah Hembree Bell sits down with Colleen Bowler, CFP®, entrepreneur, financial planning expert,...
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 Lindsey Burda | Dec 3, 2025 | As Seen On
We’re excited to share that our co-founder, Colleen Bowler, CFP®, was recently featured in Advisor Perspectives in an article titled “Client Referrals Aren’t Dead, But They Must Be Nurtured.” Advisor Perspectives In her piece, Colleen makes a powerful case that...