Resources
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 Can Financial Advisors Turn Mid-Career Clients Into Multi-Generational Relationships?
Did you know the middle years of wealth are an advisors biggest untapped opportunity? When most...
How Can Advisors Deepen Client Relationships?Using Mindset Data + Wealth Trends
Clients expect more than investment returns and advisors who lean into the human side are winning....
How Smart Automation + Human Process Creates Hyper-Personalized Experiences
You believe in being human-first, but you also need to scale. Here's how modern firms blend...
How Financial Advisors Can Help Clients Plan for the Future by Tapping into the Longevity Mindset
When it comes to financial planning, few topics are as important—or as overlooked—as longevity. We...
How to Turn Client Feedback into Your Retention Power Tool
You already know that human-first matters. But how do top-tier advisors retain 95–98% of clients...
How to Use Client Mindset Data to Drive Engagement, Referrals, and Retention
In a world where financial planning tools and platforms are becoming more advanced by the day, the...
How to Build Trust with Clients in the First 30 Days of a Financial Planning Relationship
Clients expect not just expertise but meaningful connection and the first 30 days of a financial...
How Financial Advisors Can Stay Relevant in the Age of AI
Why Embracing Tech Is More Than Just a Trend As AI becomes increasingly integrated into daily...
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...
