DALLAS, TX, January 12, 2021 /24-7PressRelease/ — Women-owned, value-driven, results-focused, relationship-centered, and always fun: Colleen Bowler, CFP® and Jeanne Hurlbert, Ph.D. founded C&J Innovations to give financial professionals targeted tools that let them expand client conversations, discover what’s really driving clients, and improve results.
Passport Package™ Programs
When it comes to their finances, everyone has different needs and goals. Clients and prospects fall into at least two discernible groups that deserve to be approached differently: those under age 45 and those aged 45 and older.
Your Expansion Passport™: Designed for financial advisors to use with clients and prospects under age 45, this assessment addresses those who are in the asset accumulation phase of their lives. They’re still working to build the foundation of their financial futures but they’re also focused on their health and their family; often, the goals in these different areas compete. The questions in Expansion Passport™ assessment give the prospect or client, and the advisor, clarity on where to start or grow.
Your Walkaway Passport™: We designed this Passport Package™ for clients and prospects aged 45 and over who are focused on retirement. “I’ve always hated the word ‘retire,” says Colleen. “It’s such an old-world word. So, Walkaway™ is: What do you want to walk away and do? Once you’ve established your financial freedom, what’s next on your wishlist?”
Some financial advisor programs offer basic assessments but, as Colleen says, “They’re flat and only look at the financial picture. They have no real depth to them. With the Passport Package™ programs, you really can dig deeper with your prospects and clients, then give them access to a detailed report with action items. That lets you take the relationship to the next level. You can do this on the front end with brand new prospects, but we have seen strong success when advisors weave it into their existing clients’ annual reviews.”
Passport Package™ programs:
* Provide an automated discovery process.
* Help advisors secure new clients.
* Deepen relationships with current clients.
* Increase revenue.
* “Turnkey” a portion of any financial plan.
* Simplify and enrich annual reviews.
* Uncover hidden opportunities and information about clients — even long-term clients!
The Passport Package™ includes two impactful online assessments and in-person workshops: Your Expansion Passport™ and Your Walkaway Passport™. The questions in each assessment address eight critical success mindsets for the expansion and walkaway phases — mindsets that go beyond the financial realm to encompass all areas of life. The package also provides a suite of customizable materials, reporting tools, and data dashboards to support advisors in growing and expanding their reach, their firm, and their results.
To learn more, visit CandJinnovations.com.
About Colleen: Certified Financial Planner Colleen Bowler advocates for balance, generosity, and fun. She cofounded C&J Innovations to give financial professionals tools to expand client conversations beyond the financial realm into all areas of life. Learn more at CandJinnovations.com.
About Jeanne: Jeanne Hurlbert is the cofounder of C&J Innovations, which gives financial professionals tools that let them improve their results by expanding client conversations beyond the financial realm into all areas of life. She uses surveys and assessments to help financial advisors “read clients’ minds” to help them design and live the lives they really want. Learn more at CandJinnovations.com.