by Lindsey Burda | Dec 10, 2024 | Mindset
The Caring Mindset in financial planning is about helping clients plan for the people they care about most. It involves ensuring their loved ones have access to essential information, documents, and resources in times of need. As a financial advisor, your role is to...
by Lindsey Burda | Dec 10, 2024 | Mindset
For clients approaching retirement, one of their biggest concerns is how they’ll generate income once they stop working. The Income Mindset is about developing a sustainable retirement income plan that aligns with clients’ long-term goals and lifestyle expectations....
by Lindsey Burda | Dec 10, 2024 | Mindset
The Wellness Mindset is about making intentional choices that support both mental and physical health as part of a comprehensive financial plan. When clients maintain their well-being, they’re better equipped to enjoy their retirement and avoid costly healthcare...
by Lindsey Burda | Nov 26, 2024 | As Seen On
In a recent episode of The Trusted Podcast, hosted by Blake Johnson, listeners had the opportunity to delve into the world of coaching with expert insights from Colleen Bowler. As Blake’s personal coach and a part of the Strategic Coach program, Colleen brings a...
by Lindsey Burda | Jun 25, 2024 | As Seen On
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...
