Скачать или смотреть Transforming Client Relationships Through Mindset Assessments With Colleen Bowler

Many financial advisors excel at the technical side of planning but struggle to deeply understand what clients truly value. Traditional discovery meetings can feel clinical, rushed, or incomplete, leaving advisors without the human insights needed to build stronger relationships. How can advisors uncover what matters most to clients in a fast, scalable, and meaningful way?

Colleen Bowler, an expert in mindset-based financial planning and client engagement, explains how helping clients reflect on their own readiness, wellness, longevity, and partnership mindsets leads to richer conversations and deeper trust. She illustrates how five-minute assessments give advisors immediate clarity on client priorities, reduce meeting time spent on basic data gathering, and spark constructive dialogue that might not happen otherwise. Colleen encourages advisors to use these insights to celebrate client progress, strengthen household communication, and shift from purely financial conversations to holistic guidance.

In this episode of The Customer Wins, Richard Walker interviews Colleen Bowler, Co-founder of C&J Innovations, about using mindset assessments to humanize financial planning. Colleen also discusses improving advisor–client conversations, uncovering emotional patterns around money, and using AI to free up time for a deeper connection.

00:00 - 01:00 Introduction
02:23 - 03:18 Connecting the Human Side to Financial Advice
03:36 - 04:35 What Advisors Could Do If They Had More Time
05:12 - 06:06 Why Mindset Is More Powerful Than Account Balances
08:09 - 09:26 Turning Assessment Results Into Real Client Action
10:05 - 11:26 Using Mindsets to Shift Conversations from Emergency to Opportunity
11:59 - 13:12 Why Advisors Should Assess Clients Every Year
14:25 - 15:34 How Partnership Recaps Reveal What Clients Really Think
15:55 - 16:55 What Couples Teach Us About Financial Mindsets
19:17 - 20:22 How This Assessment Complements Risk Tools Like Riskalyze
21:51 - 22:57 Advisors: Are You Practicing What You Preach?
23:59 - 25:02 The ROI of Self-Awareness in Financial Planning
25:37 - 27:09 AI Frees Up Time for Advisors to Build Human Connections
28:31 - 29:25 Using Client Data to Tailor Content That Actually Matters
30:11 - 31:12 Use AI to Analyze Your Conversations and Improve How You Listen
32:00 - 32:51 The Difference Between the Two Passport Assessments
33:02 - 34:19 What Entrepreneurs Can Learn from Other Entrepreneurs
35:13 - 36:01 The Only Place You Can Create Value Is in Someone Else's Future

Full Episode: http://quickforms.com/post/transformi...

Mentions: Michelle Feinstein of Salesforce, Paul Osterberg of Security Basecamp, Joshua B. Lee of StandOut Authority