Six-week live masterclass
The Indispensable Advisor™ Masterclass
With Colleen Bowler, CFP® & Ellen Rogin, CPA, CFP®
This is 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.
These aren't weaknesses. They're untapped opportunities.
Don't take our word for it
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.”
“The marketing guru Seth Godin says marketing is you being you and that's what Ellen does. Helps you be you!”
“Colleen helps financial advisors move beyond transactions to transformational partnerships—where clients don't just understand the plan, they act on it.”
Why this matters now
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 Masterclass for.
What we'll cover together
Six live 90-minute sessions with Colleen and Ellen, plus full recordings, so nothing gets lost if you miss a week.
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.
What you learn on Tuesday keeps working by Friday. Custom AI prompts and Daily Sparks from every session extend your learning and help you apply it throughout all six weeks.
The old methods aren't working and haven't been for a while. Build an authentic process for prospects and clients that makes your value clear—and helps you become indispensable.
Ready to claim your spot before it's gone?
Spots are limited · Tuesdays starting November 3rd.
Meet your coaches
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 founded C&J Innovations to help advisors create deeper client relationships.
Her approach is rooted in systems, mindset, and the belief that the best advisors build practices that reflect who they truly are.
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 financial services. After selling her successful wealth management firm, she trained thousands of advisors and entrepreneurs worldwide to identify their superpowers, lead from abundance, and build fulfilling, successful practices.
Her book Messages from Money and work on financial intuition bring a dimension to advisor development 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
Full recordings after every session, plus teaching, exercises, and live group coaching with Colleen and Ellen.
An evidence-based picture of how you're wired to work and where your natural strengths live.
Capture your thinking, track your growth, and build the framework that's yours to keep long after the six weeks end.
Keep applying what you learn between sessions and long after the program ends.
Bonus · $1,200 value
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
More experiences from people who've put this coaching into practice.
“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!”
“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!”
“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.”
Is this right for you?
A rare combination
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
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
Reserve your spot — $1,800Tuesdays, November 3 – December 15
11am Central · Limited spots available
Spots in this cohort are limited by design. We want every participant to get real attention, real coaching, and real results.