tune in now!
In this episode of The Finance Marketing Podcast, Hillary sits down with Colleen Bowler, CFP®, co-founder of The Passport Package, to explore how reimagining the annual client review can transform client experience, loyalty, and referrals. Colleen shares a simple structural shift that puts the human side of the relationship first, explains why "return on involvement" matters just as much as return on investment, and discusses how documenting the real-life value advisors provide creates stories clients want to share with others. Tune in to learn how building a more human, trust-driven practice can lead to deeper client relationships and stickier, more organic referrals — without ever having to ask for them.
CONNECT WITH COLLEEN:
Website: ThePassportPackage.com
LinkedIn: Colleen Bowler
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