Growing Your Financial Business...The Woman's Way artwork

EP 067 Upping Your AUM

Growing Your Financial Business...The Woman's Way

English - April 20, 2022 04:01 - 23 minutes - ★★★★★ - 18 ratings
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Previous Episode: EP 066 How to Get COIs to Refer like Crazy with Michelle Donovan
Next Episode: EP 068 Serve the Client You Want with Shannon McLay

When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips to get your AUM way up.

I’ll tell you about:

Effective goal setting

Turning potential clients away

Doing the money math

Getting the right clients 

Like my advice? Get more on my social media!

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en 
Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/
Contact: [email protected]
Schedule one-on-one call: https://femalefinancialadvisors.com/call
Learn more about your ad choices. Visit megaphone.fm/adchoices

When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips to get your AUM way up.


I’ll tell you about:


Effective goal setting
Turning potential clients away
Doing the money math
Getting the right clients 


Like my advice? Get more on my social media!


Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en 

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Contact: [email protected]

Schedule one-on-one call: https://femalefinancialadvisors.com/call

Learn more about your ad choices. Visit megaphone.fm/adchoices