Tuesdays, November 3 – December 15 · 11am Central · Limited Spots Available
THE INDISPENSABLE ADVISOR™
✨Six-week live Accelerator
Create more impact. More revenue. With more ease.
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.
“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
Know Why You Work the Way You Do
Start running your practice in ways that are authentically you. The KOLBE® and PRINT® assessments (a $300 value) give you an evidence-based picture of your natural strengths, so you can build around them instead of overriding them
02
Momentum That Doesn't Stop When the Session Does
What you learn on Tuesday is easily enhanced by Friday with custom AI prompts and Daily Sparks from each session allows you additional learning throughout the 6 weeks.
03
A Framework That's Actually Yours
The old methods aren't working and haven't been for a while. Build your authentic process to work with your prospects and clients so that you become indispensable
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 15th — $3,000 after.
Save $1,200 by enrolling now.
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.
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.
Bonus · $1,200 value
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 a generic one. Priceless.
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
Payment plans available · Cohort intentionally limited
Just $1,800 through October 15th, then the price goes up to $3,000. Lock in your seat at the early-bird rate today.
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.