Ep 87: How to Build Trust Quickly with Prospects and Clients

Episode 87: How to Build Trust Quickly with Prospects and Clients
Guest: Colleen Bowler, CFP®

Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Colleen Bowler, CFP®, a veteran advisor who spent 25+ years building a planning firm focused on deep client impact. Now through C&J Innovations and her work with Strategic Coach, Colleen helps advisors foster trust, connection, and long-term client relationships. She is also co-author of Generous Kids, a guide to cultivating financial literacy and values in children.

Key Takeaways:
✅ Lead With Questions, Not Answers – Shifting the focus from yourself to your client by asking intentional questions builds instant rapport and accelerates trust.

✅ Engage Both Partners – Including both voices in financial conversations strengthens relationships, improves retention, and avoids future surprises.

✅ Qualify by Mindset and Purpose – Understanding a prospect’s goals and mindset early saves time and ensures alignment before committing to the relationship.

✅ Your Team is Your First Client – When you prioritize your team’s growth and satisfaction, it directly reflects in the client experience and long-term business health.

✅ Use Simple Assessments to Unlock Insight – A short, structured assessment tool can uncover key pain points, clarify goals, and lead to deeper, more meaningful conversations from the start.

Connect with Colleen Bowler
🔗 LinkedIn
🌐 The Passport Package

Connect with Catherine Tindall
🔗 LinkedIn
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📧 Email: admin@dominiones.com
🌐 Dominion Enterprise Services

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