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

Join us for an insightful chat between Shannon Waller and her special guest, Colleen Bowler, who brings over 20 years of experience as a Strategic Coach Associate Coach. Colleen shares her journey as an entrepreneur, offering a vibrant mix of inspiration and practical advice for aspiring entrepreneurs.

The Entrepreneurial Spirit

Colleen Bowler’s entrepreneurial journey began in her childhood, demonstrating the influence of an entrepreneurial mindset nurtured by her family. This mindset paved the way for her successful career, including her innovative passion project, Generous Kids. Colleen reflects fondly on these formative experiences and the family legacy of entrepreneurship that has shaped her career.

From Financial Planning to Innovation

Colleen recounts her transition into financial planning, which she initially approached out of necessity. This shift highlights a critical theme for many entrepreneurs: recognizing and seizing opportunities even when they’re unexpected. Colleen developed a thriving financial planning firm, known for its significant assets under management.

Eventually, she sold her firm and established C&J Innovations, creating tools like quick assessments for financial advisors. These tools have enabled advisors to better connect and align with clients’ mindsets and goals, further enriching the advisor-client relationship.

The Strategic Coach Experience

Having been both a client and a coach at Strategic Coach, Colleen details the transformative impact the program has had on her business and personal life. She emphasizes the importance of having a future bigger than one’s past, a common mantra for those in Coach, and how it pushed her to sell her firm and embrace new ventures.

The culture of Strategic Coach, according to Colleen, fosters significant growth while encouraging participants to explore avenues beyond traditional expectations. Her journey is a testament to how Strategic Coach equips entrepreneurs to navigate transitions and challenges successfully.

Overcoming Challenges with Unique Ability

Colleen candidly discusses the hurdles she’s faced, including the learning process of trusting her team and focusing on her strengths. She emphasizes the power of collaboration, allowing her team to excel in areas like technology and office management, which are outside her skill set.

Her ability to empower others is central to her Unique Ability, fostering a proactive environment where team members take initiative. Her collaboration with Jeanne Hurlburt in C&J Innovations is one example of how backing one’s strengths can lead to impactful innovation.

Looking Ahead

Colleen’s excitement for the future is infectious. Her commitment to Generous Kids, an endeavor that teaches children the habit of giving, underscores her dedication to community and legacy. At the same time, C&J Innovations continues to make strides in supporting financial advisors, evidence of Colleen’s vision for growth and impact.

Embracing the collaborative environment of Strategic Coach allows Colleen to continually push boundaries, advocating for an entrepreneurial culture rich with trust and creativity.

Final Thoughts

Colleen Bowler is a remarkable figure in the entrepreneurial landscape. Her story serves as a reminder of the importance of resilience, the willingness to adapt, and the power of leveraging one’s unique strengths. Her journey with Strategic Coach exemplifies how passion, strategic planning, and community support can lead to an enriching entrepreneurial experience.

Whether you are a budding entrepreneur or an established business owner, Colleen’s insights are sure to offer valuable guidance on your journey.

June 25, 2024

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About C&J Innovations

Helping Financial Advisors Expand Your Impact through The Passport Package™ — a proven, streamlined, insightful process designed to go beyond the numbers and uncover what truly matters to prospects and clients. With clarity, enhanced communication, and stronger relationships, we help advisors provide actionable guidance, drive client success, and expand your impact.

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