An Entrepreneur's Playbook For Building Trust And Collaboration, with Colleen Bowler

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

In this episode of Inside Strategic Coach, Shannon Waller interviews Colleen Bowler, a Strategic Coach Associate Coach with over 20 years of experience. Colleen shares her journey from an early entrepreneurial mindset, influenced by her family, to becoming a leader in the financial planning industry. They discuss Colleen's current company, C&J Innovations, and her leadership in the industry, as well as her passion project, Generous Kids. Tune in to learn how Colleen's early entrepreneurial mindset shaped her career and the impact of Strategic Coach on her journey.

Here’s some of what you’ll learn in this episode:

The power of collaboration and identifying individual strengths in an entrepreneurial journey.

Strategies for personal and professional growth, emphasizing continuous learning and development.

Insight into building successful firms and the impact of empowering others.

Practical examples and applications of concepts such as Unique Ability^® and strategic growth.

The importance of quick assessments in empowering individuals and advisors for success.

Show Notes:

• Colleen shares her journey and early exposure to an entrepreneurial mindset, emphasizing the value of hard work, earning opportunities, and the importance of translating this mindset two her own parenting.
• She also highlights the importance of systematizing the predictable to focus on connecting with clients—a key strength for entrepreneurs.
• Colleen explains how she built a top financial planning firm by empowering her team and avoiding the "I" mentality, instead using "we" to serve clients.
• Colleen talks about how Strategic Coach^® helped her achieve real work-life balance, going from not taking any time off to taking a week's vacation within two years.
• Colleen referred 10 people to Strategic Coach before even qualifying herself because she saw how the Program helped people achieve an extraordinary quality of life.
• One thing that makes Strategic Coach workshops so valuable is that they’re led by other entrepreneurs who understand firsthand the challenges members face.
• Colleen highlights the value of being around like-minded people and getting her "butt in the chair" every quarter for creativity and growth.
• Colleen talks about selling her firm and starting her new venture, C&J Innovations, where she creates assessments for financial advisors.
• These assessments help advisors align with clients' future goals and mindsets for better relationships and growth.
• She also promotes her passion project Generous Kids, teaching the habit of giving to children.

Resources

The Experience Transformer^®

More about Colleen

C&J Innovations

Unique Ability^®