Growing Your Financial Business...The Woman's Way
158 episodes - English - Latest episode: 4 months ago - ★★★★★ - 17 ratingsThe Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insurance professionals become so successful, they never leave the industry.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
EP 153 Differentiate Yourself & Stand Out with Renée Bauer
December 28, 2023 16:12 - 30 minutesMy guest, Renée Bauer shares invaluable wisdom as she is on the brink of selling her company (at a very young age). She is an attorney, international speaker, accomplished entrepreneur, and personal hype squad for countless women. She is also the founder of She Who Wins, a business dedicated to helping women crush conventions and live a bold daring life. In this episode, Renée shares her insights on the importance of personal branding and differentiation in the financial industry. She discuss...
EP 152 How To Rewire Your Brain for Wealth and Wellbeing with Sandy Forster
December 13, 2023 05:01 - 34 minutesIn this episode, I was joined by Sandy Forster, an inspiring woman who went from welfare to millionaire. Sandy shares her incredible journey and how she broke through her blocks to achieve financial abundance. We discuss the importance of having a positive money mindset, which is beneficial not only for investors but also for financial professionals growing their businesses. Sandy's story is so empowering that her book, "How to Be Wildly Wealthy Fast," was banned in some countries. Tune in to...
EP 151 Achieve Your Vision By Letting Go Of Being Right with Josselyne Herman Saccio
December 06, 2023 05:01 - 41 minutesIn this episode, Josselyne Herman Saccio joins us for a second time. I mean, she was a girl band super star, so we couldn’t resist. But this episode was not JUST entertaining. We delved deep into Josselyne’s journey with personal development at a young age and how she has become “unmessable with.” Plus, we got into the conflict between the need to be right and achieving success and happiness. Here’s what you’ll get from this episode: How to let go of being right in order so you can expand ...
EP 150 How To Be More Productive With Systems & Standards with Jamila Payne
November 29, 2023 15:41 - 29 minutesToday’s guest is Jamila Payne, the CEO of Daily Success Routine and authority for female entrepreneurs looking to systematize their business. In this episode, we explored the concept of “productive procrastination” — a common trap people fall into when they do less important tasks instead of tackling the more important ones because they feel easier or more enjoyable. In this episode, you’ll learn: The power of using systems and routines to create an environment for cranking out predictable ...
EP 149 Overcoming Toxic Work Environments And Finding Your Voice with Kaitlyn Carlson
November 22, 2023 15:37 - 42 minutesKaitlyn, the founder and CEO of Theory Planning Partners, joins us to share her deeply personal and inspiring journey. She delves into her experiences in toxic work environments, including her brave decision to file six sexual harassment claims. Her story is one of resilience, empowerment, and the pursuit of a workplace where respect and equality are the norm. In this candid episode, Kaitlyn discusses: The power and impact of speaking up and standing firm in your values. How embracing impe...
EP 148 Unleashing Your Business Potential & Maximizing Profit with Samantha Varner
November 15, 2023 17:06 - 39 minutesAs a financial advisor, staying ahead in the dynamic business world is essential. This episode with Samantha Varner, founder of Crush Profit Coaching, offers you a unique blend of practical strategies and insightful philosophies so you can have a massively profitable business. Learn about her groundbreaking "CRUSH" formula and how it can revolutionize your approach to growing a successful and fulfilling business. In this episode, you will: Discover the crucial interplay between personal...
EP 147 More Referrals With Confidence & Consistency with Tracy J Haraksin
November 08, 2023 05:01 - 31 minutesTracy Haraksin has been in the financial industry for over a decade with plenty of “financial advising: experience, but she still struggled to find ideal clients, market herself and feel confident consistently. However, in 2020, when everyone else was adjusting to a new normal, Tracy began to turn it all around. In today’s episode, Tracy talks about her explosive growth and attributes it to two things: 1) Using online marketing strategies, (such as LinkedIn and Facebook)… and 2) Gaining ...
EP 146 Craft Your Ideal Business Around Your Life with Sarah Duran
November 01, 2023 04:01 - 33 minutesBeing an entrepreneur seems ideal if you want to be your own boss and call your own shots. But I can personally testify that it isn’t as easy as it seems. It takes commitment and resilience, especially when you’re building a business from the ground up. It’s worth it, though, as long as you don’t lose sight of who you are, why you do what you do and what you really want. With that in might you can build your ideal business AND live your ideal life.This episode with Sarah Duran is fun, engagin...
EP 145 Shaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo Limon
October 25, 2023 19:23 - 34 minutesAs older financial advisors begin to retire, the industry is going to change drastically — giving you both an opportunity for exponential success AND a chance to transform the industry for the better. In this episode, Jamie Hopkins and Ana Trujillo Limon, industry veterans and co-hosts of the Framework Podcast share how to make the best of the increasing need for financial advisors. Get ready to gain valuable insights on the future of financial advising and the importance of diversity within ...
EP 144 How To Build A $110M AUM Practice While Working Half-time wtih Suzanne Powell
October 11, 2023 04:01 - 38 minutesIn today’s episode, we’re joined by Suzanne Powell, a powerhouse financial advisor, dedicated mother to six, and an expert in balancing work-life dynamics. From managing a $100M+ portfolio to authoring a best-selling book, Suzanne has mastered the art of maximizing results in minimal time. In this episode we cover: • How Suzanne grew her book from $40 million in AUM in 2019 to over a whopping $100 million today, all while working just six months annually. • Strategies Suzanne used to enhance...
EP 143 Kicking 40+ Year Old Industry Strategies To The Curb with Rochelle Odesser
October 04, 2023 04:01 - 36 minutesIn this episode, Robyn interviews Rochelle Odesser, who has been in the business for over 40 years. Funny enough, not a whole lot has changed! They discuss the disadvantages of the traditional landscape of building a financial business and the importance of being innovative and intentional instead. This includes having a client-focused practice that prioritizes building personal relationships and truly understanding the needs of the people you serve. Connect with Robyn Crane Website: https:/...
EP 142 Success Her Way, As A CDFA with Brenda Bridges
September 20, 2023 16:40 - 38 minutesThis episode features another amazing FEMM named Brenda Bridges; a trailblazing financial advisor and the #1 bestselling author of “Oh Shit, I’m Getting Divorced.” Brenda’s journey to success is nothing short of remarkable. She went from making $19,000 in 2018 (all year!) to consistently hitting $25,000 months! What sets Brenda’s story apart is the unconventional path she took to achieve her success, particularly in the realm of divorce financial planning as a Certified Divorce Financial Ana...
EP 141 The $6 Million Dollar FEMM with Denise DePaola
September 15, 2023 17:58 - 43 minutesToday’s guest, Denise DePaola, is well known in our community as the “$6 Million FEMM”. In the first 7 months of us working together, Denise was able to sell her company for $6 Million because of a short video that we made at a FEMM event which attracted a buyer. The video was only 1 minute and 16 seconds long! Denise’s revenue was at $2 Million/year, when we met and increased to $3 Million so quickly, that it positioned her to sell her company a decade before she had planned to. In this s...
EP 140 $10M in AUM in 10 Months with Tandy Ervin
September 13, 2023 19:27 - 36 minutesThis episode’s guest is Tandi Ervin, a woman who is so loving, so sweet, so kind, and so smiley that listening to her will just encourage you and get you excited you to grow your business. She has a very successful tax planning and financial advisory business. When I met Tandy, she had about $10M in AUM and in just 10 months, she was able to double that, getting an additional $10M in AUM. With the right guidance, attention and intentional action-taking, Tandy grew her ideal book of business...
EP 139 Special FEMM Series Launch with Lisa Chastain
September 11, 2023 17:29 - 53 minutesSpecial FEMM Series Launch with Lisa Chastain I am so excited to bring you this special FEMM series of our podcast. FEMM stands for Female Empowered Money Makers. I launched this program back in 2016 and we have so many exciting, fun and interesting stories to share. In the first episode of this special series, I brought back one of my favorite people in the world to help me today and co-host together, Lisa Chastain. Lisa started the FEMM Mentorship in October of 2016, while she in the hol...
EP 138 The Innovative Framework To Get Ultra High Net Worth Clients with Bret Magpiong
September 06, 2023 04:01 - 27 minutesWealth isn’t just about numbers; it’s a holistic thing that has physical, mental, emotional, and spiritual aspects. No matter how wealthy someone is, they still need help… and it’s not about the “end-all-be-all” investment strategy, like you might think. To be the best advisor you can possibly be, it’s essential for you to treat your clients’ wealth with the nuance it deserves and using an innovative framework will help you do this. My guest this week, Bret Magpiong is a seasoned industry v...
EP 137 Break Out of Mediocrity with Staci Wallace
August 30, 2023 04:01 - 40 minutesIn this episode, I’m joined by Staci Wallace, a true powerhouse who transformed her business from scratch into a staggering 350 million dollars within three years. Staci's expertise holds immense value for those of you looking to break out of mediocrity and achieve exceptional success. She can help you refine your approach, elevate your practice, and drive your business towards success. She shares insights on: - Scaling strategies that go beyond expertise to achieve remarkable growth. - Tran...
EP 136 Marketing to Everyone Means Marketing To No One with Karen Pudetti
August 23, 2023 04:01 - 25 minutesWhat do CPAs and aestheticians have in common? Former CPA and thriving beauty entrepreneur Karen Pudetti can tell you — she applied principles she learned in the financial industry to grow her salon business. Karen, swears by the power of niche expertise in building client centric success. Just like Karen did in the beauty industry, you can elevate your practice by specializing and tailoring your services to a specific niche of clients. Tune into our conversation to discover: How to make ...
EP 135 Hypnotize Yourself to Success with Christina Woods
August 16, 2023 04:01 - 31 minutesWhether you have “capital T trauma” or not, there are things from your past that are holding you back from achieving greatness with your business. Luckily, there’s a way to overcome the bad memories that give you anxiety and prevent you from unlocking your true potential. Licensed hypnotherapist Christina Woods has experience with corporate leadership and with her own trauma, and she gives actionable steps to conquer self-doubt and elevate your financial advisory journey. Listen in to: Conq...
EP 134 Transformative Secrets from a Pop Star with Josselyne Herman Saccio
August 09, 2023 04:01 - 43 minutesJosselyne Saccio had her own business at 19, was a pop star in the 90s, and has impacted over 200,000 people directly with her transformative coaching and speaking. She knows a thing or two about getting transformative results and helping others do the same. Not only will you be entertained in the episode as you listen to fun stories about Josselyne becoming a pop star and manifesting big dreams… but you will also learn some key strategies so you can transform your business and life too. In...
EP 133 Elevate Your Practice… The Client-Centered Way with Sandi Bragar & Cammie Doder
August 02, 2023 04:01 - 37 minutesYour success as a financial advisor depends on your ability to connect with potential clients and build trust with them. This means that by prioritizing your clients’ wellbeing and happiness, you can elevate your wealth management business too! Sandi Bragar and Cammie Doder are the Chief Client Officer and Chief Marketing Officer at Aspirant, an employee-owned wealth management firm — and they have invaluable insights on empowering your financial advisory business with a focus on clients and...
EP 132 Rated R Episode with Shaft Uddin
July 26, 2023 04:01 - 37 minutesWe’ve been taught from a young age that it’s impolite to ask financial questions… but the success of your career relies on having deep and meaningful conversations about money. Money is just one of the common taboos, but it’s not the only barrier you need to break in order to create success. This week’s guest, Shaft Uddin, is quite different from the rest. He’s not the first speaker and coach I’ve had on the show, but he is the first somatic trauma release therapist with a background as a s...
EP 131 How to Differentiate Yourself In A Crowded Market with Angela Henderson
July 19, 2023 04:01 - 32 minutesBeing a successful advisor is all about more leads, more sales, and more money. And Angela Henderson, successful entrepreneur and host of the Angela Henderson Online Business Show, knows exactly how you can overcome the mindset blocks that are holding you back from thriving. Angela is an out-of-the-box thinker; her first business focused on non-battery powered toys to help children develop their motor skills, and today she’s an expert on helping women like you differentiate yourself and your ...
EP 130 Secrets To Building A $265M AUM Practice with Debra Schatzki
July 12, 2023 04:01 - 40 minutesDebra Shatzki understands how important it is to build a business that is both sustainable and inspiring. She grew a female-only independent financial business to $265 million AUM, and she has a system that can help you do the same. This episode is great for you if you want to go independent, have lots of money under management, and make a bigger impact on the world. In this episode, you’ll learn: What investment you need to make to reach your dreams How to guarantee your own success and...
EP 129 Supercharge Success With Personal Growth with Felicia Searcy
July 05, 2023 04:01 - 39 minutesResilience is key to being a successful financial advisor, and this week’s podcast guest can let you in on some secrets that will help you leapfrog your struggles and disappointments to living big. Felicia Searcy is an award winning life coach and speaker who has developed a system to help people live their dream lives. Felicia believes that business growth is personal growth on steroids. Investing in your personal development will determine your future, your wealth, and your well-being — a...
EP 128 How To Think Like a Fortune 500 Company with Lisa J. Smith
June 28, 2023 04:01 - 36 minutesTune into this episode as we dive headfirst into the captivating world of strategic thinking and the importance of having a clear process as an advisor. Here, we explore how embracing innovative strategies can transform your business and amplify your success. This week’s guest is Lisa J. Smith, the CEO and founder of SMITH Co, a renowned sales consulting company that's all about integrating fresh perspectives to drive business growth. Lisa understands firsthand the power of integrating innov...
EP 127 Explosive Business Growth Without Losing Balance with Travis Parry
June 21, 2023 04:01 - 34 minutesAs a financial advisor, you might find your work eating into your personal life. If you’re a perfectionist like me, you always think you can be doing more — meeting more clients, giving more talks, agreeing to help people in areas that might not be your expertise. This can result in you losing precious time with your family and friends in the name of being more successful. Luckily, you can get that time back with the help of Dr. Travis G. Parry. He’s a former financial advisor who knows the...
EP 126 Unlock Greatness Through Vulnerability with Dena Patton
June 14, 2023 04:01 - 40 minutesAccording to Dena Patton, this week’s podcast guest, finding success as a financial advisor is first about connection and second about greatness. Beyond the initial connection through prospecting, it’s essential that clients see your greatness. Your potential clients need to believe that you are talented, confident, and able to provide transformational value. Dena is a coach, keynote speaker, and the author of Greatness Game, and explains how to showcase your greatness to clients and future...
EP 125 Simplify Your Process with Abagail Pumphrey and Emylee Williams
June 07, 2023 04:01 - 30 minutesIt can seem challenging to set yourself apart from the sea of financial professionals out there. But it doesn’t have to be. This week’s episode is with Abagail Pumphrey and Emylee Williams, the masterminds behind Boss Project and the hosts of Strategy Hour. These ladies are like business fairy godmothers, and they spilled some game-changing secrets during the episode that will help you position yourself as an expert AND save a ton of time. They shared an incredible process for developing a ...
EP 124 Challenge the Status Quo and LEAD with Lisa Levy
May 31, 2023 04:01 - 28 minutesAs a kid, I was scared to challenge anything or anyone. Authority figures were right. The mainstream was right. The rules I had to follow must have been right. And I followed the status quo because I was “supposed to” and I was afraid of being wrong. Somewhere along the path, I started questioning things. I even spoke up about what I believed, and learned to think for myself because I realized that just because society or “mainstream” says this is how it “should” be, doesn’t mean it’s true....
EP 123 How Addiction, Loss, & Criticism Led To Success with Hope Zvara
May 24, 2023 04:01 - 35 minutesWhen things aren’t going your way, it’s easy to get in a rut. Even if you believe that “everything happens for a reason,” when you’re struggling, it’s tough to see it that way. Hope Zvara dealt with challenges much more difficult than most — she grappled with addiction, the loss of a baby, and a ton of criticism… but in Hope’s case, Kelly Clarkson was right. (What doesn’t kill you DOES make you stronger!) Hope built a successful business in an unexpected space. Her company “Mother Trucker...
EP 122 Deep Thoughts About Gen X Clients & Bitcoin with Daphne Jones
May 17, 2023 04:01 - 21 minutesStuck between millennials and baby boomers, Gen Xers (aka the “sandwich generation”) have big needs when it comes to financial planning. Understanding them better could help you get them as clients and give them even more value. According to life insurance expert, Daphne Jones, Gen Xers are feeling behind financially and feel forced to scramble to figure out what to do with their money. That’s where you come in. In this episode, Daphne explains how to get more Gen X clients, so you can bu...
EP 121 Breaking Industry Standards with Ryann Dowdy
May 10, 2023 04:01 - 33 minutesAs a financial advisor, you’ve been taught how to grow your business in a very “standard” way, which typically includes old school (and outdated) methods. But, you don’t have to do everything that you’ve been told. In fact, you probably shouldn’t. There are many different ways to get ideal clients. Success in the financial industry has a lot to do with networking, but it’s more than just putting yourself out there to everyone. It comes down to using a process that shows people precisely how t...
EP 120 How to Build a Vision-Driven Business with Jennifer Hudye
May 03, 2023 04:01 - 37 minutesHaving clarity about exactly what you want is never easy, but it is incredibly effective. It may feel like there’s no time left in the day to focus on tomorrow, and especially 3 years from tomorrow…but prioritizing this is a MUST in order to reach your big goals. Imagine being 30 years old and owning not one, but two multimillion dollar businesses. That’s what Jennifer Hudye has done and she attributes it all to one thing —having a vivid vision, which is exactly what she came on the show to ...
EP 119 How To Rise Above The Chaos and Embrace The Calm with Irene Nakamura
April 26, 2023 04:01 - 23 minutesBeing a financial advisor can be stressful — especially now, when banks have collapsed and it’s unclear how the state of the economy will affect your business. It can also be anxiety inducing to be a woman in a predominantly male industry. When I was a financial advisor, I encountered potential clients who didn’t want to work with me just because I’m a woman. That stuff still happens! Less than 1% of the managed money in the United States is managed by women, so it’s up to us to hold our grou...
EP 118 The Secret to Regaining Control Of Your Time with Molly Rose Speed
April 19, 2023 04:01 - 21 minutesIf you’re anything like me, you came into the financial service industry for a darn good reason. For me, it was to help people, get financially savvy, and have freedom and flexibility. I chose to become a financial advisor. I didn’t realize I had to also be a salesperson, entrepreneur, social media guru, email corresponder, operations manager, or therapist (just to name a few). My guess is, you also have gotten stuck wearing too many hats and have found yourself way too busy. Having to do a...
EP 117 Build Your Brand to Build Your Business with Allison Walsh
April 12, 2023 04:01 - 30 minutesAs a financial advisor, your personal brand is everything, but your company conveniently left that part out. Why? So you can build their brand, not yours… You may love your company, but your clients pick YOU, because they love you. And one of the reasons you’re not getting as many ideal clients as you could be getting, is because you’re invisible. The “right” people… don’t even know you exist! Personal branding is the key to speaking opportunities, more ideal clients and higher level prospe...
EP 116 Tax Time Shouldn’t Be The ONLY Time To Know Your Numbers with Tevia Hoalst
April 05, 2023 04:01 - 23 minutesTax time is a good reminder of the importance of knowing your numbers, but having clarity of money coming in and going out shouldn't be a one-time of year thing, as I’m sure you know. If you’ve ever found yourself searching through your finances trying to figure out why you’re still paying thousands of dollars in subscriptions every month for services you don’t really use, you are not alone. Even women who are doing well in their businesses need help with bookkeeping and accounting — myself ...
EP 115 The Power Of Speaking To Build Authority with Cheryl Wood
March 29, 2023 04:01 - 37 minutesCommunication is a crucial part of finding success as a financial advisor, whether that means finetuning your social media presence or giving regular talks about your niche. Cheryl Wood can confirm — she thanks her communication skills for helping her grow her business from a tiny side project to a six-figure and seven-figure level. Early on, Cheryl’s business led her to her first speaking engagement, and from there her passion for the stage grew exponentially. Now, she’s a full time speaker ...
EP 114 The Revenue Accelerator System
March 22, 2023 04:01 - 30 minutesWith the recent collapse of three banks and the buying of Credit Suisse by USB, it’s safe to say that there’s some fear in the air — which could have a positive or negative effect on your business. The good news is, with the right focus, intention and system, these tumultuous events can actually help you get more ideal clients, giving you a greater opportunity to make an even bigger impact. Now, it’s more important than ever to attract the right clients who need your help the most…and her...
EP 113 Thinking Like A Business Owner… Not An Advisor with Stacey Relton
March 15, 2023 04:01 - 41 minutesAs an advisor, you need to be thinking with the end in mind. How am I going to exit? Is there a succession plan? That’s because you have the opportunity to sell your business and make the profit you deserve. This means planning ahead and building meaningful relationships with investment bankers and others who value financial services, according to Stacey Relton. Stacey is a transformational leader with a proven record of driving enterprise value, successfully leading teams, and directing in...
EP 112 Meet AI, Your New Best Friend with M’Lisa Ellis
March 08, 2023 05:01 - 31 minutesWe all have a love-hate relationship with social media. There are so many potential clients out there on the internet, but it’s difficult to find the right people without seeming spammy. Don’t worry, though — it’s possible to make the most of social media without spending too much time on it! M’Lisa Ellis is an entrepreneur, CEO, and the co-founder of Skim It, a social media efficiency tool that lets you keep in the loop on social media through keyword and key phrase search notifications. She...
EP 111 Embracing Authenticity & Transparency To Get Great Clients with Jen Dawson
March 01, 2023 05:01 - 31 minutesJen Dawson is a CFP, senior wealth advisor, and a working mom. She focuses specifically on helping breadwinner attorney women, and is clearly successful with her target marketing — Hemington, her firm, is one of the fastest-growing RIA firms in the country. Most importantly, she’s walking in your shoes. Jen has lived and breathed the financial industry for 15 years, and she knows exactly how things work. I had her on my podcast to talk where she talked about networking and niching (while stay...
EP 110 How To Get High Net Worth Individuals To Know, Like And Trust You with Bari Baumgardner
February 22, 2023 05:01 - 38 minutesI’ve always been a big fan of using speaking to grow my business — this marketing strategy made me my first $100,000 as a financial advisor and brought me valuable clients. Talks are the best way to get instant authority and credibility within the industry, and are a super easy way to get your name out there. Bari Baumgardner of SAGE Event Management agrees. She’s a successful female entrepreneur who came on the podcast to tell you not only how you can use speaking to get life-long clients,...
EP 109 The Discipline Mindset: Keys to Success with Sherri Somers
February 15, 2023 05:01 - 35 minutesSherri Somers spent 10 years helping ex-offenders start their business, and she was so successful that she caught the attention of the Obamas. Now, she is a financial life coach who specializes in the insurance and tax space. She’s a master of discipline and an expert on making money in a way that is conducive to being a mother. She came on my podcast to share her five step framework for building cash flow without forfeiting her personal happiness. Tune in to hear us discuss: How you can b...
EP 108 Leveraging Speaking To Drive Revenue with Shannon Grainger
February 08, 2023 05:01 - 38 minutesIf you’ve ever dabbled in speaking, you know that speaking equals money. And if you’ve never been on “stage” before, then get ready to add a revenue generating machine to your business. According to my guest, Shannon Grainger, speaking is THE path to a successful business. And it’s not as hard as you think. Getting speaking engagements is all about starting with your circle of influence, strategically getting people on your list, and having a talk that stands out and showcases your expertis...
EP 107 How Good Copy Can Get You Great Clients with Alex Cattoni
February 01, 2023 05:01 - 36 minutesThe financial industry doesn’t talk a lot about messaging and the importance of copywriting, but understanding how to incorporate good copy into your marketing will determine whether you attract the right prospects, the wrong prospects, or not enough prospects. And yes, you can use good copy, even if you have strict compliance. You may not be able to hack the YouTube algorithm and grow your platform, like Alex Cattoni did, but you can use these principles to make growing your business easie...
EP 106 How To Throw Your Own “Referral Party” with Mike Koenigs
January 25, 2023 05:01 - 42 minutesHaving more referrals and more high quality prospects all the time sounds pretty sweet, and Mike Koenigs’ Referral Party idea makes it both possible and fun. Mike has consulted and advised major brands like Sony and BMW and celebrity clients like Tony Robbins and Paula Abdul… and his wisdom quite literally made me a bestselling author. He thought up a way to provide value to people in your network and guarantee reciprocity for you - and he came on my podcast to explain exactly how you can do ...
EP 105 Transforming Failure into Huge Success with Mary Lyons
January 18, 2023 05:01 - 38 minutesMary Lyons used marketing to double her client base and revenue — and you can do the same. She went from failing to being one of the top ten advisors with her broker dealer in two years, and now has over one thousand clients. Through lots of trial and error, Mary learned how to build a process that ensures that her clients are devoted, driven, and willing to actually follow her advice. She can teach you how to network in person and on social media, and other ways to build a reputation in the ...
EP 104 How To Get Clients With Big Exits with Laurie Barkman
January 11, 2023 05:01 - 28 minutesIf you’re not working with clients looking to exit their businesses, you may want to start. There is an incredible opportunity for advisors in the M&A space. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice. Laurie Barkman was the CEO of a $100 million revenue company and the current owner of an M&A firm. She’s an expert on transitioning businesses, exit strategies, and successio...