Financial Advisors Want to Know: How to Build Trust Quickly with Prospects and Clients - Ep. 87

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm - biggest impact on the lives of families under their care. Now using that wisdom in her new firm C&J Innovations. Coauthor, Generous Kids & coach w/Strategic Coach.

Episode Takeways:
Ask Questions to Build Trust Quickly – Shifting the conversation from “me” to “them” accelerates rapport and shows clients you care about their goals, not just their portfolios.

Listen to Both Voices in a Household – Engaging both partners in financial conversations ensures long-term retention and helps avoid surprises when life changes occur.

Mindset and Purpose Over Returns – Understanding clients’ aspirations and mindset allows advisors to qualify prospects quickly, saving time and preventing non-aligned relationships.

Team Members Are Your A-Plus Clients – Investing in your team’s growth, goals, and satisfaction directly impacts client service and retention, creating a healthier firm culture.

Leverage Structured Assessments – Using a short, repeatable assessment helps uncover client pain points and goals upfront, leading to more meaningful conversations and efficient practice management.

Connect with Colleen:
https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/
https://thepassportpackage.com/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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admin@dominiones.com

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