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

EP 144 How To Build A $110M AUM Practice While Working Half-time wtih Suzanne Powell

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

English - October 11, 2023 04:01 - 38 minutes - ★★★★★ - 18 ratings
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Previous Episode: EP 143 Kicking 40+ Year Old Industry Strategies To The Curb with Rochelle Odesser
Next Episode: EP 145 Shaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo Limon

In 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 every facet of her practice, from time management and business growth to securing top-tier clients.
• The Surge Approach: how to grow a successful business using an innovative model of working half-time
• How to charge fees so you’re compensated fairly for your expertise.
• Converting cold leads with insights from Suzanne’s proven tactics on turning smart asset cold leads into loyal clients.
• How Suzanne uses her book ‘The Ultimate Money Moves for Women Over 50’ to get new ideal clients

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

In 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 every facet of her practice, from time management and business growth to securing top-tier clients.

• The Surge Approach: how to grow a successful business using an innovative model of working half-time

• How to charge fees so you’re compensated fairly for your expertise.

• Converting cold leads with insights from Suzanne’s proven tactics on turning smart asset cold leads into loyal clients.

• How Suzanne uses her book ‘The Ultimate Money Moves for Women Over 50’ to get new ideal clients


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