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The Passport Package™ (patent pending) for Financial Advisors Today’s clients want an advisor who understands what’s important to them not just in their finances, but in all areas of their lives. Improving initial conversations proves essential to increasing the probability of developing a long-term client. By having the right tools to expedite the learning process, advisors create immediate value and lay the groundwork for solid, lasting relationships. To create these tools and give advisors the edge they need, Colleen Bowler, CFP, partnered with Jeanne Hurlbert, PhD to found C&J Innovations. By combining Colleen’s 25 years of financial experience – and her long tenure with Strategic Coach® – with Jeanne’s expertise in building assessments that engage prospective clients, Colleen and Jeanne created The Passport Package™. The Passport Package™ includes two impactful online assessments with the option of fully developed, in-person workshops to support client learning. Your Expansion Passport® serves individuals in the asset accumulation phase of their lives and Your Walkaway Passport® focuses on those nearing retirement. Each report assesses 8 critical success mindsets for the accumulation and walkaway phases–mindsets that go beyond the financial realm to encompass all areas of life.
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C&J Innovations, LLC is a Dallas-based company helping financial advisors strengthen the human side of their client relationships. Its flagship offering, The Passport Package™, is a repeatable assessment platform designed to support revenue growth, referrals, and client retention through more meaningful conversations. The package includes two online assessments: Your Expansion Passport® and Your Walkaway Passport®. Focusing on eight critical mindsets beyond financial matters, the assessments help advisors understand clients’ broader priorities, including health and happiness.
The platform combines AI-supported analysis with personalized reports, actionable takeaways, and customized data dashboards. Advisors can use these insights to guide client conversations, encourage action, identify prospects’ and clients’ key concerns, and build stronger partnerships. Suggested applications include lead generation, client onboarding, annual reviews, and company retirement plans. C&J Innovations also provides resources and tools to help advisors implement the assessments, including presentation materials and communication guides. With its “Keep it Simple. Keep it Human” approach, the company aims to offer advisors a scalable, practical process for understanding people more fully and delivering a more personal client experience.
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The C&J Innovations name, logos and brand assets are trademarks of C&J Innovations and its affiliates. Brandfetch isn't affiliated with or endorsed by C&J Innovations. Their use is subject to C&J Innovations's brand guidelines.
