Putting humans first in a world of numbers

The Passport Package™ was created by Colleen Bowler, CFP®, and Jeanne Hurlbert, PhD, the “C” and “J” Behind C&J Innovations —two women from different backgrounds, united by a shared passion for understanding people on a deeper level.

Colleen, a successful financial advisor, built her practice by asking powerful questions and listening to her clients, forging strong relationships that went beyond financial management. Jeanne, a PhD in sociology and an expert in assessments, spent her career uncovering the motivations that drive human behavior.

Colleen’s peers often asked her for the secret to her success, but she realized it was more than just a story to tell—it was an opportunity to help other advisors connect more deeply with their clients. Meanwhile, Jeanne’s early experiences in a small farming community, where her father, a banker, made a difference by truly understanding people, fueled her passion for helping others connect through insightful assessments.

When Colleen and Jeanne met, they saw how their combined expertise could transform the advisor-client relationship. They founded C&J Innovations and created The Passport Package™, a tool that allows advisors to quickly uncover their clients’ true priorities. In just five minutes, advisors can gain deep insights to provide more personalized advice, convert prospects faster, and grow their business.

Together, Colleen and Jeanne bring to financial advisors expertise in both financial capital and social capital. Colleen’s focus on relationship building and Jeanne’s expertise in AI and analytics positioned C&J Innovations as a leader in the financial advisory space. Their solution equips advisors to ask powerful questions, build stronger relationships, and deliver more value, empowering them to go where they couldn’t go before.