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

EP 130 Secrets To Building A $265M AUM Practice with Debra Schatzki

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

English - July 12, 2023 04:01 - 40 minutes - ★★★★★ - 18 ratings
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Previous Episode: EP 129 Supercharge Success With Personal Growth with Felicia Searcy
Next Episode: EP 131 How to Differentiate Yourself In A Crowded Market with Angela Henderson

Debra 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 fulfillment 

The best way to set up a streamlined process that provides immense value to your clients, fostering satisfaction and loyalty.

Techniques to confidently charge fees that reflect the true value of your services.

Connect with Debra Schatzki
Website: https://www.bppwealth.com
Facebook: https://www.facebook.com/profile.php?id=100063587351579
LinkedIn: https://www.linkedin.com/in/debra-schatzki-ba481312/

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

Debra 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 fulfillment 
The best way to set up a streamlined process that provides immense value to your clients, fostering satisfaction and loyalty.
Techniques to confidently charge fees that reflect the true value of your services.


Connect with Debra Schatzki

Website: https://www.bppwealth.com

Facebook: https://www.facebook.com/profile.php?id=100063587351579

LinkedIn: https://www.linkedin.com/in/debra-schatzki-ba481312/


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

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