By Karina Michel Feld
Published in Authority Magazine
Originally published on January 13, 2021

We’re thrilled to share some exciting news – our co-founder, Colleen Bowler, CFP®, has been featured in an in-depth interview with Authority Magazine, titled “The Power of Flexibility: How I Was Able to Pivot to a New Exciting Opportunity Because of the Pandemic.”

Read the full story here: Colleen Bowler of C&J Innovations: The Power of Flexibility

The topic of this interview: Transforming decades of advisory experience into a new kind of value-tool for advisors

In this feature, Colleen shares how she transformed decades of advisory experience into a new kind of value-tool for advisors: The Passport Package™ (patent pending). She discusses:

• Her journey from running a top-1% advisory firm to co-building a scalable conversational framework.
• How the disruptions of the pandemic prompted the pivot to an assessment-based system built for deeper client insight and remote engagement.
• Why her guiding principle – asking better questions, not just giving better answers – is more relevant now than ever.

What you’ll gain

This is more than a personal story. It’s a reflection of what many advisory firms are experiencing:

• Clients who expect fast, meaningful connections – not just product recommendations.
• Teams that want processes that scale without sacrificing humanity.
• Advisors looking to embed purpose, mindset and insight into every conversation.

If you’re exploring how to evolve your client experience, this interview provides practical takeaways and inspiration. Colleen’s story shows how you can turn disruption into differentiation – and how The Passport Package™ is the vehicle she built to bring that to advisors.