The Passport Package™ (patent pending) for Financial Advisors
Today’s clients want an advisor who understands what’s important to them not just in their finances, but in all areas of their lives. Improving initial conversations proves essential to increasing the probability of developing a long-term client. By having the right tools to expedite the learning process, advisors create immediate value and lay the groundwork for solid, lasting relationships.
To create these tools and give advisors the edge they need, Colleen Bowler, CFP, partnered with Jeanne Hurlbert, PhD to found C&J Innovations. By combining Colleen’s 25 years of financial experience – and her long tenure with Strategic Coach® – with Jeanne’s expertise in building assessments that engage prospective clients, Colleen and Jeanne created The Passport Package™. The Passport Package™ includes two impactful online assessments with the option of fully developed, in-person workshops to support client learning. Your Expansion Passport® serves individuals in the asset accumulation phase of their lives and Your Walkaway Passport® focuses on those nearing retirement. Each report assesses 8 critical success mindsets for the accumulation and walkaway phases–mindsets that go beyond the financial realm to encompass all areas of life.
Company Details
- Employees
- 5
- Founded
- 2020
- Address
- Dallas, Tx, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.candjinnovations.com
- Keywords
- Dallas.
- HQ
- Dallas, TX
C&j Innovations, Llc Questions
C&J Innovations, Llc's website is http://www.candjinnovations.com
C&J Innovations, Llc's LinkedIn profile is https://www.linkedin.com/company/candjinnovations
C&J Innovations, Llc has
5 employees.
View email and phone details for 5
employees at C&J Innovations, Llc.
C&J Innovations, Llc's industry is
Financial Services
C&J Innovations, Llc's top competitors are
Strategic Wealth Partners,
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The Ciga Network,
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Wealthtender,
Evolv Cfo.
C&J Innovations, Llc's categories are Financial Services
C&J Innovations, Llc's founding year is 2020
