The Passport Package™ for Financial Advisors

Expanding Your Conversations to Improve Your Results

Building Relationships | Supporting Retention | Increasing Referrals | Growing Revenue

The Passport Package™

GIVING ADVISORS THE EDGE

Clients today want an advisor who understands what’s important to them 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, you create immediate value and lay the groundwork for solid, lasting relationships.

To create these tools and give you edge you need, C&J Innovations created The Passport Package™ — two impactful online assessments and in-person workshops. Your Expansion Passport™ serves individuals in the asset accumulation phase of their lives and Your Walkaway Passport™ focuses on those nearing retirement. Each passport assesses 8 critical success mindsets for the accumulation and walkaway phases–mindsets that go beyond the financial realm to encompass all areas of life. This program also provides a suite of customizable materials, reporting tools, and data dashboards – to support you in growing and expanding your reach, your firm, and your results.

The Passport Package(TM) proved extremely valuable for our practice in securing new clients, improving relationships with current clients, and increasing revenue to the firm. The C&J team supported us every step of the way, including putting our logo and compliance information in the scorecards and ensuring that everything worked flawlessly on our website. As for the workshops, the materials C & J provided took the conversation to a different level.

Ryan Rayburn, CFP®

 

Ryan,

Thank you for inviting me to take Your Walkaway Passport™. It is an easy-to-use tool that let me learn more about myself.  No matter where you are in life, The Passport Package™ can provide benefits because it goes beyond finances to all aspects of life. I’d particularly love to see young people take this!

E.H., Client of Ryan Rayburn, CFP®

Increase the Value in Your Relationships by Elevating the Conversation

The Passport Package™ gives you the tools to expedite your clients’ learning process so you can create immediate value and lay the groundwork for solid, lasting relationships. For your prospective client, the value lies both in the ability to measure and compare where they are to where they would like to be, as well as in the customized feedback that will speed their progress. For you, as the advisor, the value comes from the accelerated learning that the passport report gives you: The report identifies exactly where to focus to create value for each of your clients and enables you to easily document and communicate the client’s progress during the annual review process. Through repeated use of this tool, you will gain unique understanding of the most prevalent challenges among your prospects and your clients.

This turnkeys 90% of a financial plan for the markets we’ll be serving as we acquire financial planning practices. It also supports markets advisors on my team are serving now in which clients have higher incomes but have not yet accumulated significant assets.  It really sets a clear path forward for the issues clients are concerned about.  I also love the color coding differences based on distance from goal. The Passport Package™ let us efficiently charge fees and stay true to who we are as a business.

Dan Whittenburg, CFP®, AIF®, CBEC® , MBA

The Passport Package™

Your Expansion Passport™

Created for ages 20 to 45

Your Expansion Passport™ concentrates on increasing resources in all different areas of life. Although financial abundance is important, so are your health and happiness.

This Passport focuses on the 8 mindsets that make up Your Expansion Passport.™ For each mindset, you will be asked to rate, using a 1-12 scale, WHERE YOU ARE NOW and WHERE YOU WANT TO BE on that mindset. Please read the first 4 statements for each mindset and click the number (1-12) that best represents where you are now on that mindset. Then, move forward to the next set of statements and click the number that represents your goal for that mindset.

Once you submit your answers, we’ll provide a report that (a) shows you how close you are to your goals and (b) provides tips on how you can achieve your goals more quickly. The report will appear on your screen shortly after you click “submit.”

Your Walkaway Passport™

Created for ages 45 and above

Your Walkaway Passport™ concentrates on increasing resources in all different areas of life. Although financial abundance is important, so is your health and happiness.

This Passport focuses on the 8 mindsets that make up Your Walkaway Passport.™ For each mindset, you will be asked to rate, using a 1-12 scale, WHERE YOU ARE NOW and WHERE YOU WANT TO BE on that mindset. Please read the first 4 statements for each mindset and click the number (1-12) that best represents where you are now on that mindset. Then, move forward to the next set of statements and click the number that represents your goal for that mindset.

Once you submit your answers, we’ll provide a report that (a) shows you how close you are to your goals and (b) provides tips on how you can achieve your goals more quickly. The report will appear on your screen shortly after you click “submit.”

Client and Prospect Tools

  • Passports customized with your logo, compliance information, contact details, and call to action
  • Email notifications that alert you when a prospect or client completes a passport, which include a PDF of the prospect’s custom report
  • Access to personalized portal with a dashboard and data summary reports for each client passport
  • Sample email copy for sending passports, workshop invitations and follow-up

Workshop Materials

  • Downloadable workshop presentation decks for The Passport Package™ with speaker notes and support materials
  • A satisfaction survey for workshop attendees, to generate social proof of the value provided
  • An Opportunity Tracker to document seminar results.

Implementation Support

  • Live coaching calls with C&J Experts to facilitate your success
  • Instructions and Support for your team to deploy the passport on your website
  • Workflows for use in Redtail (or another CRM system)

Taking The Passport Package™ was like doing a “workshop” on my own in which I was truly honest with myself about where I am now and where I want to be. This experience brought confidence, allowing me to build momentum for the future.

Nicole Spinelli

◈Director of Engagement, The Intentional Advisor, ◈Diversity Champion, Lincoln Financial Network

About Us

Women Owned | Value Driven | Results Focused | Relationship Centered | Always Fun

Colleen Bowler, CFP® and Jeanne Hurlbert, PhD founded C&J Innovations to give financial professionals tools that let them expand conversations with clients and prospects beyond the financial realm, into all areas of life.

After working for 25 years with clients, Colleen understood that *real* planning must incorporate goals for wellness, longevity, family, and purpose, to help clients and prospects envision a richer future in all areas of their lives. This experience, combined with Jeanne’s expertise in building assessments and scorecards that engage clients and prospective clients, as well as her sociological expertise, provided the inspiration for The Passport Package™.

Colleen and Jeanne are proud to have founded this woman-owned business to help advisors and clients achieve their personal and financial goals.

Our Team

Colleen M. Bowler, CFP

Colleen M. Bowler, CFP

Co-Founder

Email Colleen

Jeanne Hurlbert, PhD

Jeanne Hurlbert, PhD

Co-Founder

Email Jeanne

Alana Autenrieth

Alana Autenrieth

Team Coordinator

Email Alana

 

Hilary Dietz

Hilary Dietz

Marketing Director

Email Hilary

Ben Schultz

Ben Schultz

Chief Technology Officer

Email Ben

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About Colleen

A Certified Financial Planner, Colleen 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.

About Jeanne

Before launching Hurlbert Consulting Group, Jeanne spent more than 25 years as a Louisiana State University professor, teaching hundreds of marketing and social science students how to use surveys to “read people’s minds” with surveys and directing the Louisiana Population Data Center Survey Research Lab. Today, Jeanne breaks the mold of traditional market research to help businesses use assessments and surveys to answer the two most important questions in business: what customers want and how well businesses are giving customers what they want.

Jeanne’s passion for the mission of C&J Innovations comes in part from having watched her father, a country banker, help local residents build houses for their families and secure their futures–sometimes when no other bank would “take a chance” on them. Through C&J, she and Colleen provide tools that enhance financial advisors’ ability to help their clients design and live the lives they really want.

About Alana

Alana has 10 years of experience in customer service; with an emphasis in retail management, strategic planning, and team coordination. She spent 5 years with Half Price Books in St. Paul, MN. During her time there, she cultivated a passion for literacy advocacy, sustainability, and community outreach. Alana’s support for the mission of C&J comes from watching her retired parents struggle with financial uncertainties at the end of their careers. She believes The Passport Package(TM) is an extremely valuable tool that will cultivate beneficial conversations between advisors and clients of all age groups and financial situations.

Alana holds a B.A. in Communication and International Relations from the University of Minnesota-Duluth. She is thrilled to bring her interpersonal skills to C&J Innovations and the world of financial services!

About Hilary

For seventeen years in her role as Executive Director of The Resource Group–an organization dedicated to the success of top financial advisors–Hilary has worked with hundreds of successful financial advisors. She has supported them in all aspects of running their practices, tackling everything from marketing to practice management to compliance. 

From this experience, Hilary gleaned a critical insight: To achieve success, today’s financial advisors must help clients achieve their goals in all aspects of their lives. As a result, in addition to her ongoing role with The Resource Group, Hilary now advocates for advisors to use The Passport Package(TM)  to forge deeper relationships with clients by helping them achieve what’s important to them.

Hilary holds an MA in Interdisciplinary Studies from The University of Texas at Dallas. Her charitable work includes numerous roles with the National Charity League and Texas PTA.

About Ben

Ben worked with Equifax for 12 years, in a small division tasked with developing emerging technologies into solutions for making loan application processing faster, less error prone, and more secure.  He left Equifax to work as an independent consultant in 2007, and he has since worked on large projects, designing and implementing systems in banking, government, health care, and insurance sectors.  Notable clients include the Lousiana Road Home program, FifthThird Bank, Louisiaia Medicaid program, Bank of the West, and Stonetrust Insurance Corp.  In addition to being a good project manager and system designer, Ben is a guru when it comes to data analysis and query optimization.  He also does full stack development and continues to love learning new technologies.

Colleen M. Bowler, CFP

Colleen M. Bowler, CFP

Co-Founder

Email Colleen

About Colleen

A Certified Financial Planner, Colleen 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.

Jeanne Hurlbert, PhD

Jeanne Hurlbert, PhD

Co-Founder

Email Jeanne

About Jeanne

Before launching Hurlbert Consulting Group, Jeanne spent more than 25 years as a Louisiana State University professor, teaching hundreds of marketing and social science students how to use surveys to “read people’s minds” with surveys and directing the Louisiana Population Data Center Survey Research Lab. Today, Jeanne breaks the mold of traditional market research to help businesses use assessments and surveys to answer the two most important questions in business: what customers want and how well businesses are giving customers what they want.

Jeanne’s passion for the mission of C&J Innovations comes in part from having watched her father, a country banker, help local residents build houses for their families and secure their futures–sometimes when no other bank would “take a chance” on them. Through C&J, she and Colleen provide tools that enhance financial advisors’ ability to help their clients design and live the lives they really want.

Alana Autenrieth

Alana Autenrieth

Team Coordinator

Email Alana

 

About Alana

Alana has 10 years of experience in customer service; with an emphasis in retail management, strategic planning, and team coordination. She spent 5 years with Half Price Books in St. Paul, MN. During her time there, she cultivated a passion for literacy advocacy, sustainability, and community outreach. Alana’s support for the mission of C&J comes from watching her retired parents struggle with financial uncertainties at the end of their careers. She believes The Passport Package(TM) is an extremely valuable tool that will cultivate beneficial conversations between advisors and clients of all age groups and financial situations.

Alana holds a B.A. in Communication and International Relations from the University of Minnesota-Duluth. She is thrilled to bring her interpersonal skills to C&J Innovations and the world of financial services!

Hilary Dietz

Hilary Dietz

Marketing Director

Email Hilary

About Hilary

For seventeen years in her role as Executive Director of The Resource Group–an organization dedicated to the success of top financial advisors–Hilary has worked with hundreds of successful financial advisors. She has supported them in all aspects of running their practices, tackling everything from marketing to practice management to compliance. 

From this experience, Hilary gleaned a critical insight: To achieve success, today’s financial advisors must help clients achieve their goals in all aspects of their lives. As a result, in addition to her ongoing role with The Resource Group, Hilary now advocates for advisors to use The Passport Package(TM)  to forge deeper relationships with clients by helping them achieve what’s important to them.

Hilary holds an MA in Interdisciplinary Studies from The University of Texas at Dallas. Her charitable work includes numerous roles with the National Charity League and Texas PTA.

Ben Schultz

Ben Schultz

Chief Technology Officer

Email Ben

About Ben

Ben worked with Equifax for 12 years, in a small division tasked with developing emerging technologies into solutions for making loan application processing faster, less error prone, and more secure.  He left Equifax to work as an independent consultant in 2007, and he has since worked on large projects, designing and implementing systems in banking, government, health care, and insurance sectors.  Notable clients include the Lousiana Road Home program, FifthThird Bank, Louisiaia Medicaid program, Bank of the West, and Stonetrust Insurance Corp.  In addition to being a good project manager and system designer, Ben is a guru when it comes to data analysis and query optimization.  He also does full stack development and continues to love learning new technologies.

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4331 Brookview Dr.
Dallas, TX 75220

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