Tuesdays, November 3 – December 15 · 11am Central · Limited Spots Available
More Impact, More Revenue, More Ease
Colleen Bowler, CFP® &
Ellen Rogin, CPA, CFP®
Present:
The
Indispensable Advisor™
Masterclass
Investment: $1,800 · Spots are limited by design
Why This Matters Now
The advisors who will thrive in the next decade aren't just the most technically skilled. They're the ones who 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 Masterclass for.
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.
What We'll Cover Together
Six Shifts,
One Indispensable Advisor.
Each session is 90 minutes of teaching, interactive exercises, and live group coaching. This is a small cohort — expect plenty of direct engagement.
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.
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.
Get Clear on Your Unique
Strengths and How to Make Them 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.
Know Exactly Who You Want to Serve and Become Irresistible to Them
Get crystal clear on your best-fit clients so you can recognize them faster, stop spending energy on the wrong ones, and become magnetic to exactly the people you're built to serve.
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 developing those skills intentionally.
Leave with a Plan You're
Excited to Execute
Bring everything together — your strengths, superpowers, best-fit clients, and vision. You'll leave with a concrete, personalized plan. This isn't just a closing session. It's a launching pad.
Ready to claim your spot before it's gone?
Spots are limited · Tuesdays starting November 3rd
Everything That's Included
One Investment.
Everything You Need to Level Up.
6 Live 90-Minute Sessions
Full recordings available after each session. Teaching, exercises, and live group coaching with Colleen and Ellen.
30-Min 1:1 Coaching Session
A private session with either Colleen or Ellen — your choice. This alone is worth the investment.
KOLBE & PRINT® Assessments (a $300 value)
An evidence-based picture of how you're wired to work and where your natural strengths live.
AI Prompt Packs from Every Session
Keep applying what you learn between sessions and long after the program ends.
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.
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.
Colleen's approach is rooted in systems, mindset, and the belief that the best advisors build practices 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.
Process meets possibility. Structure meets intuition.
Two advisors who've built and sold thriving practices —
now fully focused on helping you build yours.
Don't Take Our Word For It
What Advisors Are Saying
Written testimonials from participants 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
"The content of Ellen’s Advisor program is off the charts rich! I’m happier personally, happier at work doing more of what I love, and my business is on its second doubling. I’ve had the highest increases ever and I’ve been in business 20 years!”
- Kelly, Northport Financial Group
"Colleen is a rare mix of deep empathy, cutting insight, and tremendous experience. And she does all of that with a boatload of interesting stories to keep it light and fun. If you have a chance to be coached by, or to attend an event Colleen is hosting, do it!"
- Zac, EOS
"Ellen Rogin's masterclass was life changing for me. I feel like we become advisors and as we go through the process, sometimes we forget our "why". Ellen helped me regain the confidence I needed to understand what an ideal practice looks like for me and how I want it to be moving forward."
- Julia, Edward Jones
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.
Expert Coaches & A Small Group. A Rare Combination.
Six sessions. Two extraordinary coaches.
One clear path to your next level.
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
$1800 Early Bird (until Oct 3rd)
$2,298 full price
Everything listed above is included · Payment plans available
Tuesdays starting November 3rd | 11am Central · 9am Pacific · Noon Eastern
Spots in this cohort are limited by design. We want every participant to get real attention, real coaching, and real results.
Contact us for organizational group discounts and Masterclass Alumni
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