{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"From Practice to Purpose: Colleen Bowler\u2019s Journey to Coaching Advisors","description":" In this inspiring episode, Adam Figura welcomes Colleen Bowler, a seasoned financial advisor turned coach and innovator. Colleen recounts her unconventional entry into the financial services industry during a personally challenging time, and how she built a successful, client-centered practice by asking meaningful questions, collaborating with experts, and charging for her planning expertise. She discusses her transition to coaching and the creation of the Passport Package\u2014an innovative tool that helps advisors connect more deeply with clients through mindset assessments. The conversation underscores the importance of intentionality, specialization, and embracing the human side of financial planning. \u23f1\ufe0f Time-Stamped Show Notes 00:00 \u2013 Welcome and Introduction Adam introduces Colleen Bowler, highlighting her 25+ year career in financial advising, her coaching background, and her co-founding of CNJ Innovations. 01:15 \u2013 Starting in a Storm: Colleen\u2019s Entry into Financial Services Colleen shares her origin story\u2014becoming a financial advisor during a personal crisis as a newly single mother. She emphasizes the power of flexibility in the profession. 03:13 \u2013 From Struggle to Strength: Building a Practice on $14K Recounting her early income and challenges, Colleen discusses how asking questions and surrounding herself with experts helped her thrive. 05:15 \u2013 I to We: The Power of Joint Work and Collaboration Colleen describes building an \u201censemble\u201d team and the transformative impact of charging planning fees\u2014starting with just $900. 08:11 \u2013 Real Client Story: $10M Moved from Friends to Colleen Colleen shares how a $10,000 planning fee led to deep trust and consolidation of client assets\u2014highlighting the importance of process and value. 09:08 \u2013 Specialization Matters: Lessons from Building a House Colleen explains how financial advisors should embrace specialization and leverage expert teammates to provide complete client solutions. 10:00 \u2013 Shifting Roles: From Advisor to Life Coach The industry has evolved\u2014clients now want \u201cCanyon Ranch\u201d service, not just numbers. Colleen talks about embracing the human side of advising. 11:42 \u2013 Launching CNJ Innovations and a New Mission Colleen shares why she moved from advising to coaching, driven by her passion for learning, teaching, and helping advisors scale with intention. 12:43 \u2013 The Birth of the Passport Package Colleen introduces the Passport Package: a pair of five-minute assessments that measure eight key client mindsets to deepen conversations and relationships. 15:00 \u2013 Real-World Impact: New Revenue & Better Conversations Examples of advisors discovering major opportunities (like LTC planning) using the Passport Package\u2014and how it reveals key differences between spouses. 17:07 \u2013 Qualifying Fit Through Assessment Results How the tool quickly identifies misaligned prospects and saves advisors time\u2014some clients \u201cjust want returns,\u201d others want more. 18:45 \u2013 Deepening the Dialogue: Mindsets Beyond the Money The tool opens conversations about health, partnership, and values\u2014often the missing pieces in traditional planning. 19:34 \u2013 Coaching for Intentional Growth Colleen reflects on her coaching work, encouraging advisors to lean into what they love and be intentional with how they build their business and life. 21:07 \u2013 Planning with Purpose: R-Factor and Strategic Questions Adam and Colleen discuss using future-oriented questions\u2014like \u201cWhere do you want to be in 3 years?\u201d\u2014to guide advisors and clients alike. 21:49 \u2013 Where to Learn More: Connecting with CNJ Innovations Colleen shares how to get in touch\u2014via LinkedIn, email, or a 15-minute \u201cimpact call.\u201d 22:25 \u2013 Final Thoughts and Inspiration Colleen offers encouragement: from $14K to a 7-figure exit, her story is a testament to what\u2019s possible in this profession. \ud83d\udca1 Key Takeaways Flexibility enabled Colleen to balance family and a new career. Asking powerful questions was her foundational skill. Collaboration with experts fueled trust and referrals. Charging planning fees added professionalism and clarity. The Passport Package opens deeper client conversations through quick, insightful assessments. Advisors should lean into the human side of financial planning. Mindset and intention are crucial for long-term success. \ud83d\udd0a Sound Bites "It's just different skill sets." "If I can do it, anybody can." "That just saved him a lot of time." \ud83d\udcde Contact Colleen Bowler LinkedIn: Colleen Bowler Website: https:\/\/candjinnovations.com\/  Email:colleen@candjinnovations " \ud83d\udcde Contact Adam Figura afigura@horizonfg.com     ","author_name":"The Confident Advisor Practice Podcast","author_url":"http:\/\/confidentadvisorpractice.libsyn.com\/website","html":"