Money is indeed important, but when it comes to financial advisors and wealth planners, they cannot discuss only about investments. In fact, this can be detrimental.

In this episode of Wealth of Insight, Colleen Bowler, co-founder of C&J Innovations and the developer of a passport package tool, talks with Austyn Whittenburg. They detail the importance of creating value ​​for clients to build stronger relationships.

Colleen discusses:

• The fundamental mindsets to know more about your clients’ life
• Why only talking about investments can be unfavorable
• How passports reveal uncovered opportunities for clients
• How crucial it is to understand your client’s fears
• And more

Resources: 

• Walkaway Passport
• Expansion Passport

Connect with Austyn Whittenburg:

• (801) 839-7056
• austyn@whittenburgwealth.com
• Schedule A Meeting With Austyn
• LinkedIn: Austyn Whittenburg 
• Whittenburg Wealth Partners
• Twitter: Whittenburg Wealth

Connect with Colleen Bowler:

• C&J Innovations
• LinkedIn: Colleen Bowler

About Our Guest:

As Certified Financial Planner, Colleen Bowler spent over 25 years building and growing her firm, Strategic Wealth Partners, into a premier Texas financial planning firm with hundreds of individuals and families “under our care.” Along the way, she received many industry awards and was featured in the book, Women at the Top by Arthea Reed and Diane Dixon. In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom, co-authoring a book, Generous Kids, and making time for her blended and extended family, friends, and a variety of non-profits.

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company that gives financial professionals tools to bring increased value for prospects, clients, and advisors by expanding client and prospect conversations.

Colleen Bowler, Strategic Wealth Partners, and C&J Innovations are not affiliated with or endorsed by Whittenburg Wealth Management and LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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