by Lindsey Burda | Apr 16, 2024 | As Seen On
The concept of an effective succession plan stands as a testament to foresight and strategic execution. In a recent episode of The Advisor Mentorship Podcast, Jeremy Hauser has a chat with Colleen Bowler, CFP®, a seasoned professional with over 25 years of...
by Lindsey Burda | Apr 1, 2024 | As Seen On
Leaders and entrepreneurs strive for success but often find themselves trapped in the cycle of hustle and exhaustion. The Dream Catchers Podcast, hosted by Jerome, brings insightful conversations to the forefront, offering listeners a pathway to fulfilling their...
by Lindsey Burda | Nov 7, 2023 | As Seen On
Building strong client relationships is crucial for any successful business, especially in the financial advisory sector, where trust and understanding are paramount. Advisors often focus on the numbers, but a deeper, more impactful relationship with clients...
by Lindsey Burda | Jun 20, 2023 | As Seen On
In today’s fast-paced world, the concept of collaboration has taken center stage, offering immense potential for those bold enough to embrace it. In a recent live stream with renowned financial advisor Colleen Bowler, we explored how joining forces with others...
by Lindsey Burda | Mar 27, 2023 | As Seen On
In the ever-evolving landscape of financial planning, the ability to adapt and grow is not just an asset—it’s a necessity. In a recent episode of the Full Advisor Coaching podcast, host Kristen Harrod had the pleasure of sitting down with Colleen Bowler, a...
