The Clearer your Vision, The Stickier People Are in Your Organization - Colleen Bowler

Dreamcatchers Hosted by Jerome Myers

Is it possible for a business to embody your legacy? On Dreamcatchers, Jerome Myers engages with Colleen Bowler, revealing the journey behind her financial firm's enduring impact. Over 29 years, Colleen transformed her initial venture into a legacy, culminating in a strategic exit. This episode unpacks the shift from solo effort to collective achievement, the nuances of leadership, and the journey toward new beginnings after fulfilling lifelong ambitions.

Hear firsthand about building a cohesive team, planning for succession, and embracing new challenges post-exit. Colleen's narrative is a guide for intertwining personal evolution with professional success, highlighting the power of adaptability and deep listening. Join us on Dreamcatchers to explore how to craft a business that transcends traditional success, proving that visionary goals can become a reality and serve as a beacon for others.

[00:00 - 08:16] The Genesis of a Financial Visionary

• Introduction to the Dreamcatchers podcast and Colleen Bowler
• Jerome Myers introduces Colleen Bowler and sets the stage for a deep dive into her entrepreneurial journey
• Initial insights into Colleen's motivations for starting her business and the challenges she faced

[08:17 - 17:29] Cultivating a Team-First Culture for Success

• The transition from "I" to "we" in building a business
• Colleen discusses the importance of building a team and delegating responsibilities to focus on what she does best
• Insights on overcoming the ego and the shift towards a collaborative work environment.

[17:30 - 25:42] Strategic Steps Towards a Successful Exit

• Planning and executing the exit from Colleen's financial services firm
• The concept of succession planning and its critical role in Colleen's exit strategy
• Discuss how the owner will finance the sale and ensure a win-win for all parties involved.

[25:43 - 34:55] Embracing New Challenges Post-Exit

• Transitioning to life after the sale of the business
• Colleen shares her journey of starting a new venture to transform the financial advising industry
• Reflections on the emotional aspects of leaving the business and finding new purposes

[34:56 - 42:17] The Continuous Journey of Personal and Professional Growth

• Insights on growth, learning, and the importance of self-reflection
• Strategies for maintaining a balance between personal life and professional aspirations
• Emphasizing the importance of listening to oneself and others to nurture growth

[42:18 - 45:28] Envisioning the Future: Impact, Legacy, and Beyond

• Colleen's perspective on the future and the impact she aims to create
• Discussion on the significance of building a business with a legacy in mind
• Colleen and Jerome explore the continuous impact and the importance of pursuing projects that align with personal values and contribute to the greater good

Key Quotes:

“If the leader isn't sharing the vision, people tend to want to leave because they don't know where you're going. So, the clearer your vision, the stickier people are in your organization" - Colleen Bowler

"If you're doing the stuff that you want other people to do, then you can't be doing the thing that you're really good at." - Jerome Myers

Connect with Colleen!

Website: https://www.strategiccoach.com/our-team/#/people/colleen-bowler/

LinkedIn: https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/

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Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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