Clara Duffy's Contact Details

Clara Duffy's Company Details

C & J Innovations

Dallas, Texas, United States • 3 Employees
Financial Services

The Passport Package™ for Financial AdvisorsToday's clients want an advisor who understands what's important to them not just in their finances, but in all areas of their lives. Improving initial conversations proves essential to increasing the probability of developing a long-term client. By having the right tools to expedite the learning process, advisors create immediate value and lay the groundwork for solid, lasting relationships.To create these tools and give advisors the edge they need, Colleen Bowler, CFP, partnered with Jeanne Hurlbert, PhD to found C&J Innovations. By combining Colleen's 25 years of financial experience – and her long tenure with Strategic Coach® – with Jeanne's expertise in building assessments and scorecards that engage prospective clients, Colleen and Jeanne created the Passport Package™. The Passport Package™ includes two impactful online scorecards with the option of fully developed, in-person workshops to support client learning. Your Expansion Passport™ serves individuals in the asset accumulation phase of their lives and Your Walkaway Passport™ focuses on those nearing retirement. Each scorecard assesses 8 critical success mindsets for the accumulation and walkaway phases–mindsets that go beyond the financial realm to encompass all areas of life.