Tag: Building a Business
Building an Effective Succession Plan with Colleen Bowler (Ep. 61)

Building an Effective Succession Plan with Colleen Bowler (Ep. 61)

By |

Building a business is tough, but leaving it can be even tougher. 

In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. Throughout her illustrious career, Colleen has accumulated a wealth of accolades as a strategic coach. Listen as she shares insights into achieving a harmonious work-life balance, empowering others to reach their full potential, and how to strengthen client relations.

Colleen and Jeremy discuss: 

  • The significance of transitioning from an ‘I’ to ‘We’ mindset when building an advisory firm
  • Practical strategies for effective succession planning and continuity
  • The role of mindset and habits in personal and professional growth for advisors
  • Insights into leveraging different assessments to deepen client relationships and uncover needs beyond the financial
  • Colleen’s life post-succession
  • And more!

 

Resources: 

Connect With Colleen Bowler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm, Strategic Wealth Partners. Along the way, she received numerous industry awards and presented at many industry meetings, but her greatest success, she feels, was the impact she and her team created in the lives of hundreds of individuals and families “under their care”. Planning in advance, Colleen implemented a 3-year succession plan that worked! 

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company with patent pending assessments that help financial professionals increase value for prospects, clients, and advisors by expanding conversations beyond the financial realm to encompass all areas of life – similar to what Colleen and her team did in her planning firm.  

In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom and co-authoring a book, Generous Kids.  Now, along with C&J and coaching, she continues enjoying time with her blended and extended family, friends, and a variety of nonprofits.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

By |

In today’s fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client.

In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that set it apart in the industry. By focusing on systems, learning from errors, and fostering team growth through revenue, Manske Wealth Management exemplifies how a business can thrive while keeping clients’ interests at the forefront.

Chris Manske discusses: 

  • His team being ranked in 2023 as one of the fastest growing investment advisor firms in the country
  • Strategies that have helped his team grow to over $500 Million of AUM
  • Failing Loudly
  • Implementing robust systems and processes that promote growth
  • Networking tips and emphasizing a client-centered approach
  • And more

 

Resources: 

Connect With Chris Manske:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Christopher Manske, CFP® is on a mission to improve finance for everyone. A United States Military Academy graduate, he left the Army as a captain, joined Merrill Lynch, and grew his investment group so fast that he was selected to help create and deliver financial training nationwide. He founded Manske Wealth Management in 2012 and his firm has been repeatedly recognized by Financial Advisor Magazine as one of the nation’s largest investment firms.  

In 2020, Chris published his first book The Prepared Investor, which guides investors as to what to do in a crisis. His second book, Outsmart the Money Magicians, recently published with McGraw Hill, warns investors not to allow what he calls “lifestyle creep” to impede wealth accumulation and explains how investors are often too focused on reducing their tax burden when they should be focused on accumulating wealth. 

In 2023, Advisor Hub magazine listed Chris Manske as one of the fastest-growing investment advisors in the country. Manske’s thoughts can be seen in The Wall Street Journal, Texas Monthly, Forbes, Yahoo! Finance, and many more.  He’s been a keynote speaker for the AARP and his team has addressed many major companies like Microsoft, IBM, Exxon, Boeing, and GE.  

For over twenty years, he’s been married to a Texas Aggie named Jessica and together they raise four daughters.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories