Changing the Conversation in Financial Planning with Colleen Bowler, CFP® (Ep. 6)
How does a client-centered conversation elevate your advisory business? Find out in this compelling episode of Full Advisor Coaching – The Podcast. Discover the future of financial advising as Kristin Harad welcomes Colleen Bowler, CFP®, esteemed financial advisor and innovator at C & J Innovations, for a conversation that redefines financial guidance. Key Highlights: Client-First …
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