Tuesdays, Nov 3 – Dec 15 · 11am Central · Early-bird $1,800 ends Oct 23

THE INDISPENSABLE ADVISOR™

✨Six-week live Accelerator

Create more impact. More revenue. With more ease.

The advisors who thrive next won't just be the most technically skilled.

Technical answers are getting easier to find. What clients can't get anywhere else is you: your strengths, your questions, the way you make them feel known.

They're generating more revenue by being fully and unapologetically themselves, without adding hours to their week. That's who we built this Accelerator for.

The Indispensable Advisor™ Accelerator

With Colleen Bowler, CFP® & Ellen Rogin, CPA, CFP®

Small cohort · Every participant receives real coaching

6 weeks

Six Tuesdays

90 minutes

Live + recordings

2 coaches

Full attention

This Is For You

You're already good. And you know there's a next level waiting for you.

Your clients trust you. You show up for them. But somewhere in the back of your mind, you know there's a clearer, more confident version of how you show up — a practice that's more energizing, differentiated, and generating more revenue. All while feeling like you.

You're ready for it. We're ready to help you get there.

  • You have real strengths — strengths your clients feel every single time you meet. But you haven't fully named them, owned them, or built your practice around them.

  • You have a way of working with clients that's genuinely different. But when someone asks what sets you apart, the words don't come out as clearly as the feeling does.

  • You're growth-minded and energized by possibility — and you don't always have a clear system for translating that energy into deeper client conversations and bigger impact.

These aren't weaknesses. They're untapped opportunities.

Don't take our word for it

What Advisors Are Saying

Real experiences from advisors who've worked with Colleen and Ellen.

"Truly one of the most rewarding experiences."

"The Indispensable Advisor Accelerator gave me a true understanding of how our business works and where it's going, and it helped me become my best and most successful self."

Katherine Phillips, Managing Partner for Open Advisors

"I started having this overwhelming feeling of abundance."

"I found out I was focusing on all the wrong things, and within 30 months of starting the class, I became a top performer for the company, recognized nationwide."

Kelly O'Malley, Northport Financial Group

“Finally, someone who gets it. Colleen understands the real challenges advisors face and shows you how to overcome them without working more hours.”

Tom

Osaic

“The marketing guru Seth Godin says marketing is you being you and that's what Ellen does. Helps you be you!”

Barry

Shapiro Financial

“Colleen helps financial advisors move beyond transactions to transformational partnerships—where clients don't just understand the plan, they act on it.”

Lin

Morgan Stanley

Why This Matters Now

The advisors who thrive next won't just be the most technically skilled.

They'll know exactly who they are, what they uniquely bring, and how to create an experience their clients can't find anywhere else.

They're generating more revenue by being fully and unapologetically themselves. That's who we built this Accelerator for.

What we'll cover together

Six weeks. Real change.

Six live 90-minute sessions with Colleen and Ellen, plus full recordings, so nothing gets lost if you miss a week.

01

Set the Foundation for a Practice That's Distinctly, Powerfully Yours

Set the stage for what it means to be truly indispensable. Quiet the noise and get clear on where you are, where you're headed, and how to generate more revenue with greater ease.

02

Clear the Path and Build the Mindset That Moves You Forward

The advisors who grow aren't working harder — they're thinking differently. Dig into the mindsets that separate good advisors from extraordinary ones, with steps you can use immediately.

03

Know Your Strengths. Own Your Superpower.

Using our proprietary Strength Stacking® framework, identify, name, and build around your unique strengths — the ones AI can't touch because they're uniquely yours.

04

Know Exactly Who You're Built to Serve

Get crystal clear on your best-fit clients so you can recognize them faster and stop spending energy on the wrong ones. You'll leave magnetic to exactly the people you're meant to work with.

05

Ask the Questions That Make Clients Never Want to Leave

The advisors clients stay with for decades trust their intuition, ask better questions, and make clients feel genuinely known. This session is about building those skills on purpose.

06

Leave with a Plan You're Excited to Execute

Bring together your strengths, your best-fit clients, and your vision into one concrete, personalized plan. This isn't just a closing session — it's your launching pad.

Ready to claim your spot before it's gone?

Spots are limited · Tuesdays starting November 3rd.

Early Bird Pricing Ends in:

$1,800 through October 23rd — $2,296 after.

Register now to save $496.

Meet your Coaches

Two advisors who've built what you're building toward.

Colleen Bowler

CFP® · Founder, C&J Innovations

Colleen started her career making $14,000 in her first year. She went on to build Strategic Wealth Partners, a Texas-based financial planning firm, to half a billion in AUM before selling it in a seven-figure exit. She has coached entrepreneurs through Strategic Coach since 2003 and is the founder of C&J Innovations, where they develop tools that help advisors create deeper, more meaningful client relationships.

Her approach is rooted in the human side, mindsets, and the belief that the best advisors build practices they want to be in, ones that reflect who they truly are.

Ellen Rogin

CPA, CFP® · NYT Bestselling Author

Ellen is a New York Times bestselling author, former top advisor, and one of the most sought-after coaches in the financial services industry. She sold her successful wealth management firm and has since trained thousands of advisors and entrepreneurs worldwide to identify their superpowers, lead from abundance, and build practices that are as fulfilling as they are successful.

Ellen's book Messages from Money and her work on financial intuition bring a dimension to advisor development that the industry has never seen before.

Two advisors who've built and sold thriving practices—now fully focused on helping you build yours.

everything that's included

One investment. Everything you need to level up.

Bonus · $1,200 value PRICELESS!

Conversations built around you.

Two private 30-minute coaching sessions: one with Colleen and one with Ellen. Bring your hardest questions and leave with answers that fit your business, not generic ones. Priceless.

01

6 Live 90-Minute Sessions

Full recordings available after each session. Teaching, exercises, and live group coaching with Colleen and Ellen.

02

KOLBE & PRINT® Assessments

An evidence-based picture of how you're wired to work and where your natural strengths live.

03

Digital Worksheets & Your Personal Framework

Capture your thinking, track your growth, and build the framework that's yours to keep — long after the six weeks end.

04

AI Prompt Packs from Every Session

Keep applying what you learn between sessions and long after the program ends.

More Proof, More Voices

Real results from real advisors

More experiences from people who've put this coaching into practice.

Is this right for you?

This is for the advisor who knows there's a next level.

  • Shows up for clients and wants to create even more value for them.

  • Knows they have something special to offer and is ready to name it and own it.

  • Wants a practice that reflects who they really are—not just what they know.

  • Is growth-minded, curious, and ready to invest in themselves the way they invest in their clients.

  • Loves what they do—and wants to love it even more.

A Rare Combination

Expert coaches & a small group.

Six Sessions. Two extraordinary coaches.

Colleen and Ellen have both built the kind of practice most advisors would love. This is your chance to learn directly from both of them—live, in a small group, over six weeks.

Your Investment

One decision.

A practice that's yours.

Everything above is included: six live sessions, recordings, both assessments, worksheets, AI prompt packs, and two private coaching conversations.

everything included

$1,800

Cohort intentionally limited

Just $1,800 through October 23rd, then the price goes up to $2,296. Lock in your seat at the early-bird rate today.

Full refund if canceled in writing at least 7 days before the first live session. After that, no refunds, but you may transfer your seat to the next cohort one time.

Tuesdays, November 3 – December 15
Spots in this cohort are limited by design. We want every participant to get real attention, real coaching, and real results.