How to Provide Value to Your Clients With Colleen Bowler (Ep.11)

Money is indeed important, but when it comes to financial advisors and wealth planners, they cannot discuss only about investments. In fact, this can be detrimental. In this episode of Wealth of Insight, Colleen Bowler, co-founder of C&J Innovations and the developer of a passport package tool, talks with Austyn Whittenburg. They detail the importance … Read More Read More