Growing Your Financial Business...The Woman's Way
158 episodes - English - Latest episode: 5 months ago - ★★★★★ - 18 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.
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Episodes
EP 054 Tackling Imposter Syndrome with Heather Whelpley
January 19, 2022 05:01 - 36 minutesHeather Whelpley empowers women to speak up and change the world. As an author, speaker, and consultant, Heather coaches women to crush imposter syndrome in their careers and personal lives, and she teaches them how to set healthy boundaries for themselves. She believes that womens’ voices need to be amplified in the world, and her important work empowers them to speak up. Her book, An Overachiever's Guide To Breaking The Rules: How To Let Go Of Perfect and Live Your Truth, is a guide for hig...
EP 053 I joined the 5AM Club (And here’s why)
January 12, 2022 05:01 - 26 minutesThis week’s guest is a financial expert and coach who helps female financial professionals grow their businesses. She’s known for her energy, amazing sense of humor and humility (ha!). But more than anything, she stands for helping women become successful and make a bigger impact on the world. She’s someone we all know and (hopefully) love. You guessed it: my guest is me! I decided there’s no better way to bring in 2022 than to reflect with myself on how to show up for my business, for my fam...
EP 052 Exceptional Strategies to Get Executive Female Clients with Tracey Bissett
January 05, 2022 05:01 - 24 minutesThese strategies can work for other target markets, but as a former executive at TD Bank and a current Financial Fitness Trainer, Tracey Bissett has insider expertise on how to reach female executives and convert them into amazing clients. Tracey is also a full-time professor in the financial services faculty within the Business School at Centennial College, so her advice is amazingly clear and easy to follow, ready to be put into action immediately! Even though the topic is especially speci...
EP 051 NFTs: Everything Financial Professionals Need to Know with Lee Richter
December 29, 2021 05:01 - 50 minutesLee Richter is the definition of an industry leader. As an award-winning visionary and innovator, she has created and sold several multimillion-dollar companies, written best-selling books, and even served on the Forbes Business Council. She has been one of San Francisco’s Top 100 Women Business Leaders for seven consecutive years. With her Global Leaders Collective, Lee has put herself at the forefront of the growing world of cryptocurrencies and NFTs, a true pioneer of this new industry. As...
EP 050 Resonate with Your Energy to Grow Your Business with Kami Guildner
December 22, 2021 05:01 - 30 minutesKami Guildner helps women connect with their spirit and strengths, ignite their passions and fire, and grow the business of their dreams. She is an entrepreneur, author, and host of Extraordinary Women Radio, which one a People’s Choice Award in 2018. While Kami has a traditional background in marketing and branding, she is truly an expert at helping changemaker, entrepreneurial women get aligned with their own energy and manifest the kind of success they’ve been yearning for. Kami’s storyte...
EP 049 Show Up Financially, Show Up for Your Clients and Kids with Rachel Cruze
December 15, 2021 05:01 - 27 minutesRachel Cruze — yes, that Rachel Cruze — is a speaker and writer at Ramsey Solutions, where she teaches people to avoid debt, save money, and budget. She is a two-time #1 national best-selling author, particularly well known for her book Smart Money Smart Kids, which she co-authored with her father Dave Ramsey. As a businesswoman and mother of three, she knows what it can be like to juggle your work life and family life. In our conversation, Rachel and I discuss all the ways you can financial...
EP 048 Become the Champion of Your Business with Lauryn Williams
December 08, 2021 05:01 - 31 minutesIf you just look at her Wikipedia page, Lauryn Williams is a 4-time Olympian with three medals to show for it. But look a little deeper, and you’ll see that Lauryn is also a thriving business owner. After a few bad experiences with financial advisors as a career athlete, she took the road less travelled and decided to take her finances into her own hands — and teach others how to do the same. As a CFP® and founder of Worth Winning, LLC., Lauryn now helps young professionals take control of th...
EP 047 Managing Your Crypto For Maximum Profit with Jason Fladlien
December 01, 2021 05:01 - 40 minutesIt’s rare that I bring a man on the show, but Jason Fladlien has unique expertise in blockchain and cryptocurrency that needs to be shared — especially for skeptics. The founder and CSO of Rapid Crush, Inc., Jason is best known for being the $100 million webinar man. Like most people, he also used to be skeptical of crypto until he really started looking at the technology behind it and the new technology (and wealth) it creates. Having set records in the information, coaching, affiliate, and ...
EP 046 Advocating for Change in the Financial Industry with Pam Capalad
November 24, 2021 05:01 - 29 minutesThe financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and Pam also helped start the Brunch & Budget Podcast and Race & Wealth Podcast Network. She was named in New York Magazine’s Best of New York in 2019 a...
EP 045 How to Stop Hustling and Start Scaling Your Business with Julia Carlson
November 17, 2021 05:01 - 32 minutesAfter founding her own firm at the turn of the century, Julia Carlson has left behind the hustle culture that the industry teaches and turned herself into a true business owner — and a successful one at that! She’s received all kinds of recognition for her leadership in the industry, from InvestmentNews Women to Watch honoree to one of Forbes’ Top Wealth Advisors in three consecutive years. She has 15 talented people on her team and north of 3 million in revenue, so clearly, when Julia talks ...
EP 044 Attract More Money into Your Business and Your Life with Christine Teh
November 10, 2021 05:01 - 25 minutesAs an entrepreneur in the finance industry, you need strategies that not only attract money for your clients but also for yourself. Christine is the founder of Teh Financial Coaching, and it’s her mission to teach others how to manage their finances and take control of their money on their own, regardless of portfolio size. From budgeting to mindset, she has all the tips to look after your personal wealth while also growing your ideal business. In our conversation, Christine and I discuss: ...
EP 043 Simplify Your Business to Get More Ideal Clients with Henriette Danel
November 03, 2021 04:01 - 41 minutesHave you ever felt confused or overwhelmed by social media marketing for your business? Then listen carefully to what Henriette Danel has to say — it’s not as hard as you think! Henriette is a strategic business coach working with professional female entrepreneurs in the service-based industry, and it was so interesting to compare our strategies for success. Henriette’s specialty is taking seemingly-complex topics and transforming them into simple, easy-to-understand concepts, which she defin...
EP 042 How to Create a Winning Collaboration with Centers of Influence with Jen Hemphill
October 27, 2021 04:01 - 34 minutesHaving strong relationships with centers of influence can help your business grow that much faster, and Jen Hemphill has great advice about how to get started. Jen is a military spouse & proud bilingual Latina who helps busy career-oriented women take charge of their money and love their dinero more. She is a Latina Money Expert, an AFC® (Accredited Financial Counselor), author, speaker and hosts the Her Dinero Matters podcast. Through centers of influence, Jen collaborates on great projects,...
EP 041 Building a Robust Business with Purpose with Melissa Myers
October 20, 2021 04:01 - 34 minutesMelissa Myers, CFP®, accomplished all her life goals by age 40, and now she’s working with me to see how much higher she can soar. After leaving the pre-approved industry strategies behind, she has tripled her revenue to over $300,000 and her business keeps growing, allowing her to provide thoughtful, transformational service to women all over the country. She is also publishing a #1 best-selling book, Going Rogue! Unconventional Financial Strategies for Women, to expand her robust business. ...
EP 040 Finding the Time to Live a Balanced Life with Gina Cotner
October 13, 2021 04:01 - 32 minutesEveryone wakes up with 24 hours in their day, but Gina Cotner can help you make the most of it. Gina is the founder and CEO of Athena Executive Services, a firm that pairs virtual Executive Assistants around the United States with swamped and successful entrepreneurs like you. As a former assistant and now an entrepreneur herself, Gina knows that business owners are more accountable, organized, and productive when they have an assistant to keep them on track. Outsourcing your work or expandi...
EP 039 How to Clone Yourself to Build Your Practice with Denise Hagan
October 06, 2021 04:01 - 32 minutesDenise Hagan is one of the most delightful people you’ll ever work with — I know this as her coach, and so does her ever-expanding team. She has all sorts of qualifications, including CFP®, ChFC®, CLU®, RHU®, and is one of the leading women in NE Florida for Northwestern Mutual Wealth Management Co., where she runs an integrated, nationwide practice. Denise loves leading a growing and award-winning team in St. Augustine, FL, but it hasn’t always been that way. She used to be stubbornly inde...
EP 038 Blockchain and What It Means for Financial Advisors with Liat Aaronson
September 29, 2021 04:01 - 22 minutesHave your clients started asking you about cryptocurrencies and blockchain? If they haven’t, it’s only a matter of time, and that’s why I’m so excited to have Liat Aaronson on the show. Liat is COO and co-founder of Horizen Labs, a leading company building technology that allows businesses and developers to quickly and affordably create their own blockchains, helping them ensure data integrity and user privacy. Working within the same innovative industry that developed Bitcoin and Ethereum, L...
EP 037 Creating Success with Creator of Poo~Pourri Suzy Batiz
September 22, 2021 04:01 - 35 minutesCreator, entrepreneur, founder, leader, visionary — any of these words would accurately describe Suzy Batiz, best known for inventing Poo~Pourri, the transformative toilet spritzer that has now sold 80 million bottles. After experiencing some serious low points in life — bankruptcies, depression, abuse — she is now one of Forbes’ Richest Self-Made Women in America and Chief Explorer or ALIVE OS®, her multi-course program that helps other woman visionaries feel alive once more. If you’re strug...
EP 036 Be More Productive, Be More Profitable with Patty Kreamer
September 15, 2021 04:01 - 34 minutesProductivity is the result of everything Patty Kreamer does. Whether your desk is a mess or your head is swirling with jumbled ideas, Patty has the skills as a Certified Professional Organizer® and owner of Productivity Uncorked, LLC to get you straightened out. She is also the author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World, author of But I Might Need It Someday and The Power of Simplicity as well as co-...
EP 035 Leveraging Your Voice for Impact and Income with Mary Cheyne
September 08, 2021 04:01 - 30 minutesPublic speaking is one of the most common fears, and Mary Cheyne knows all about getting on stage in front of massive audiences, even when you’re terrified. She may have started out as a socially awkward computer programmer, but she is now the first runner-up for World Champion of Public Speaking. No longer a programmer, she dedicates herself to helping women communicate powerfully in front of huge audiences, and I’ve been lucky enough to have her in my FEMM Mentorship for the last 5 years. S...
EP 034 Exit Rich with Michelle Seiler Tucker
September 01, 2021 04:01 - 28 minutesI’ve talked about the necessary systems to grow your business, but have you ever thought about the systems to sell your business? Most financial professionals don’t think about exiting the industry until the last possible second, but Michelle Seiler Tucker thinks you should start looking sooner rather than later. Michelle is a Merger & Acquisition Master Intermediary and Certified Senior Business Analyst who founded Seiler Tucker Incorporated. She has plenty of other titles and accolades, inc...
EP 033 Money Mindset is the Missing Ingredient with Shannah Game
August 25, 2021 04:01 - 36 minutesI could fangirl all day long about Shannah Compton Game, a money wellness expert, CFP® professional with an MBA, and host of Millennial Money, which the New York Times ranked in the Top 5 Money Podcasts (wow!). She is also the CEO of Hello, It’s Me and creator of the Money Mindset Journal — which inspired our conversation in this episode. Her advice can help both you and your clients build healthier relationships with money and perfect your daily routine. Shannah even helped me decipher my m...
EP 032 Creating the Best Client Experience with Faith and Hope Zimmerman
August 18, 2021 04:01 - 36 minutesFaith and Hope Zimmerman don’t work in finance, but they are one of my favorite entrepreneurial duos I’ve worked with. The twin sisters have run their own architecture firm for 30 years, and they have faced similar problems to financial advisors when it comes to providing the best client experience. Even though their business was struggling 6 years ago when we first met, Faith and Hope have completely revamped their firm, implementing new strategies and systems that leave their clients more s...
EP 031 The Riches Really Are in the Niches with Olivia Summerhill
August 11, 2021 04:01 - 37 minutesThe financial industry tells you to work with everyone, but Olivia Summerhill knew that system wasn’t working for her. Olivia is a successful CFP® professional, CDFA®, and BFA™ who works exclusively with affluent, divorcing and divorced women, and she is also host of the podcast Divorce for Wealthy Women. She started Summerhill Wealth Management less than a year ago, working only within her ultra-specific niche, and she’s already seeing amazing growth. I’m so excited to have Olivia on the po...
EP 030 Intention Based Marketing to Build Your Ideal Business with Shanna Goodman
August 04, 2021 04:01 - 28 minutesShanna Goodman and I have something in common: we both want to help entrepreneurs like you attract your ideal clients so that you can run your ideal business. Shanna has 16 years of business development experience, including six years as a brand strategy agency owner, and she is the founder of AMP’D, where she teaches meaningful strategy and magnetic marketing to small business owners. Not only that, but she is also a regular contributor to several publications, such as Business Insider, Forb...
EP 029 How To Write Client-Attracting Copy with Mara Glazer
July 28, 2021 04:01 - 35 minutesMara Glazer is an incredibly talented copywriter who “secretly” writes for many top-earning entrepreneurs, influencers, and marketers. I’m so impressed by her that I actually hired Mara to work with the women in my FEMM program, a six-month program for female financial advisors and insurance agents. Quality marketing is often overlooked and forgotten by the financial industry, but Mara’s tips can help you write engaging emails and social media posts that not only get through compliance, but a...
EP 029 Writing Compelling Messages to Attract Attention with Mara Glazer
July 28, 2021 04:01 - 36 minutesMara Glazer is an incredibly talented copywriter who “secretly” writes for many top-earning entrepreneurs, influencers, and marketers. I’m so impressed by her that I actually hired Mara to work with the women in my FEMM program, a six-month program for female financial advisors and insurance agents. Quality marketing is often overlooked and forgotten by the financial industry, but Mara’s tips can help you write engaging emails and social media posts that not only get through compliance, but a...
EP 028 The Value of Mentors and Community with Rene Nourse
July 21, 2021 04:01 - 23 minutesRene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Closing Bell), Rene advocates passionately for women in the financial industry, with both a Women Advisors Mastermind and a Smart Women~Savvy Money C...
EP 027 Quick & Easy Processes and Habits for Success with Tandy Ervin
July 14, 2021 04:01 - 29 minutesTandy Ervin is a wealth manager at LPL with 30 years of experience in the financial industry. She is committed to seeing her business grow, and after barely a year of working with her, I’ve watched Tandy secure an extra 10 MILLION in AUM. Like, wow! With that kind of success, Tandy knows all about using efficient processes and forming sustainable habits that drive her business toward constant growth. Not only that, but I can guarantee you’ll smile while listening to Tandy. I’m technically HER...
EP 026 Why Branding Should Matter to You with Missy Galang
July 07, 2021 04:01 - 30 minutesEspecially in the financial industry, marketing gets overlooked, but it’s key to your financial growth. Good marketing (a.k.a. messaging) is what gets new clients through the door — reliably! That’s why I sat down with Missy Galang, a marketing expert with an MBA who has helped hundreds of companies with their branding and advertising, from Honda to Nestle to her current home at RentMoola, which helps landlords and tenants keep track of rent. Missy knows what it takes to get your message to t...
EP 025 How to Attract the Right Prospect with Heather Venenga-Whipple
June 30, 2021 04:01 - 25 minutesI like working with dedicated, coachable, female financial advisors — which means I LOVE working with Heather Venenga-Whipple. When I taught Heather my system for cloning clients (i.e. a fresh take on target marketing), she took my advice and completely optimized it for her business. Heather is a Financial Associate at Thrivent, and she is amazing at attracting the right prospects. For her, that means being an expert at working with farm wives and families. For you? That means cloning your id...
EP 024 Design Your Financial Business To Support Your Life with Angie Furubotten-LaRosee
June 23, 2021 04:01 - 25 minutesAngie Furubotten-LaRosee, CFP® Pro, is the founder of Avea Financial Planning, LLC, and a classic “mom next door.” She has been in the industry since 2006, while also raising her two boys (now college age!). She runs a successful business that suits her lifestyle — travel included — while also providing the most value possible for her clients. Angie truly shows how a little bit of innovation and dedication can help you create your dream job in the financial industry. In our conversation, we ...
EP 023: Using The Right Questions To Bring Value And Get AUM with Karen Roberts
June 16, 2021 04:01 - 25 minutesIf you want to know how to build lasting, valuable relationships with your clients, then Karen Roberts has your answer: ask the right questions! Karen, ChFC, CDFA, is a Wealth Planning Specialist and owner of Emerald Financial Group, and her book 20 Questions: What You Don’t Know Matters will definitely guide you and your clients to the right answers. In every aspect of her business, she boldly strives to empower women. With 24 years of experience in the financial industry, Karen can help yo...
EP 022: How to Get Paid What You’re Worth with Kathleen Burns Kingsbury
June 09, 2021 04:01 - 28 minutesIf you’re an Overgenerous Olivia, then this one’s for you! Wealth psychology expert Kathleen Burns Kingsbury is all about shattering money taboos and empowering women to charge the right prices for their services. She is the founder of KBK Wealth Connection, the host of the Breaking Money Silence® podcast, and Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life is Kathleen’s fifth book. She was also named one of nine amazing conference...
EP 021: Wealth Building Opportunities The Women In The Financial Industry Definitely Need To Know About with Linda P. Jones
June 02, 2021 18:44 - 37 minutesHave you had clients start asking about cryptocurrencies? I sat down with Linda P. Jones to discuss investment advice and just how important digital currencies could become for financial advisors. Linda is the author of You’re Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now! and host of the Be Wealthy & Smart podcast, now with over 6 million downloads. Her investments made her a whopping $2 MILLION by age 39, and now she teaches her secrets for...
EP 020 How to Conquer Your Limiting Beliefs with Brie Sodano
May 26, 2021 18:00 - 25 minutesBrie Sodano, who I’ve worked with since 2016, is one of the most positive and out-of-the-box people you’ll ever meet. She is a personal finance expert and the founder of From Sheep to Shark, a financial planning firm focused on women who want their money to work for them. Brie has seen incredible growth in her business over the last few years, but she had to overcome her own limiting beliefs about money to reach this point. It can be hard to identify and transform the beliefs that are holdin...
EP 019 The Secret to Building Trust with Clients with Marguerita Cheng
May 19, 2021 22:38 - 41 minutesIn 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch, and a member of the Diversity Advisory Group (DAG) for the CFP Board. But most of all, Rita is p...
EP 018 How to Make Your Business Work for YOU with Jessica Weaver
May 13, 2021 15:15 - 45 minutesJessica Weaver, CFP, CDFA, CFS, joined my FEMM program about four years ago, and her innovative business practices are so successful that now I might start taking a few tips from her (I definitely think my listeners should). Jessica is a wealth advisor, best-selling author, and blogger who helps busy business women manage their money and live on their own terms, but what truly makes Jessica exceptional is her emphasis on community. Through programs like #pinkfix and LIFT, she gives her client...
EP 017 Moms Killing It in Business with Rachel Miller
May 05, 2021 14:23 - 22 minutesYou probably remember Rachel Miller’s incredible social media advice from February (if not, I recommend scrolling to give it a listen), but that’s not all she has to offer. In addition to helping thousands of businesses gain huge online audiences, she is also the proud mother of six kids. That’s right — six! Even before the pandemic, she had to juggle working from home with the hectic schedules of six young humans. So if anyone can offer expert advice about balancing motherhood and successful...
EP 016 How To Build Your Ideal Business with Systems, Collaboration, and Support with Katie Burke
April 28, 2021 04:01 - 31 minutesThe financial industry was not designed with women in mind, but Katie Burke works hard to give women entrepreneurs the safety net they need to thrive. She has been in the industry for over 15 years, but it wasn’t until she found herself needing more flexibility as a working mother that she decided to start her own company, Method Financial Planning. It wasn’t long after that she launched Equita Financial Network, which provides what women financial planners really need: a coaching process to ...
EP 015 Understand and Value your Time with Julia Chung
April 21, 2021 04:01 - 23 minutesJulia Chung, CFP, CLU and FEA is CEO of two companies: Spring Plans and Admin Slayer. Spring Plans is an advice-only financial planning firm, and Admin Slayer is a successful virtual assistant company. As CEO of two women-owned and women-led companies, Julia focuses on providing the tools and resources needed to create success, whatever that looks like for each individual and business. Julia has co-authored three ebooks: The Art of Delegation, Women & Money, and The Entrepreneur’s Survival Gu...
EP 014 How to Embrace the Fear with Diane Manuel
April 14, 2021 04:01 - 36 minutesAs an African American woman and a financial advisor, Diane Manuel has a unique perspective on the financial industry. She had several fears to overcome not only in her former workplaces, but in knowing how to serve her clients. Because of her journey and experiences, Diane became inspired to build a movement to help empower women. Diane works at Urban Wealth management, a SEC registered independent RAA, operated by a woman of color and with a staff of women of color. On Diane’s journey to em...
EP 013 “Women Want to Be Treated Equally...Not Identically”™ with Judy Hoberman
April 07, 2021 04:01 - 27 minutesJudy Hoberman is President of Judy Hoberman and Associates, a company focused on empowering professional women. She is an award-winning, international speaker, best-selling author, trainer and leading authority on women in leadership. Judy had outstanding success in the financial and health insurance industry and had three agencies for two decades. Through Judy’s stories of being one of the first females in a male dominated industry, her sense of humor emerges along with her belief that thing...
EP 012 Supporting Advisors with a Strong Brand with Allison Hillgren-Warner
March 31, 2021 04:01 - 28 minutesAllison (Alli) Hillgren-Warner is the Chief Marketing Officer at Beacon Pointe. The company is one of the largest women-owned RIA firms in the country, with $13-billion under management. Beacon Pointe has 17 offices and over 190 team members. Branding is helping the company to grow and get noticed. Alli marketing department is unique in how it supports individual advisors with branding and social media support. In our conversation, Alli gives her thoughts on branding and LinkedIn strategies, ...
EP 011 Rewiring for Wealth with Barbara Huson
March 24, 2021 04:01 - 21 minutesBarbara Huson, previously known as Barbara Stanny, is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher and wealth coach, Barbara has helped millions take charge of their finances and their lives. Barbara's background in business, her years as a journalist, her Master's Degree in Counseling Psychology, her extensive research, and her personal experience with money gives her a unique perspective on empowering women to live up to their fina...
EP 010 How To Break Down The Barrier Between You And Your Prospects, So You Can Help More People with Lisa Chastain
March 17, 2021 04:01 - 30 minutesLisa Chastain has been coaching, mentoring, and advising millennials for nearly 20 years. From an advisor in higher education, to Financial Advisor and life coach, she has learned what it takes to turn dreams into reality. Lisa had personal struggles with learning how to manage her money so that she could live her authentic life. From being at the top of her game in 2011 to burning through $100-thousand to start her own business and reinvent herself through financial failure and divorce, Lisa...
EP 009 How To Use Social Media To Attract Clients with Heather Quisel
March 10, 2021 05:01 - 25 minutesHaving mentored and trained hundreds of thousands of entrepreneurs in her sales and Level Up coaching programs, Heather has traveled around the world teaching and mentoring coaches, leaders and business owners to get the strategies they need to identify their mission, eliminate doubt and obstacles, and monetize their message. She’s been awarded Top 50 Women in Business in Idaho twice, featured on news programs and stages for her ability to succeed and lead through adversity, and was invited ...
EP 008 How to Get Even More Referrals with Victoria Bogner
March 03, 2021 05:01 - 35 minutesI have great respect and admiration for my guest today, Victoria Bogner, Chief Investment Officer, partner and the CEO of McDaniel Knutson. Victoria impressed me so much in this interview that I hired her as MY financial advisor! Victoria works with high net worth clients that range from university presidents to Hollywood celebrities (and now...li’l ol’ me). She is an Accredited Investment Fiduciary® and a Certified Financial Planner®, and a Chartered Financial Analyst Charterholder. Victori...
EP 007 Get Any Goal with Christine Shaw
February 24, 2021 05:01 - 26 minutesMost little girls don’t grow up dreaming, “I’m going to be a CEO.” Especially when they get married at age 17 and start a family right away. Yet Christine Shaw followed an untraditional path and earned the impressive role of CEO at Investment News after a long career in the financial industry. She handles the company’s strategy, daily operations, products and people. And she has worked in global media overseeing all aspects of multimedia, from print to digital and using research and data. In...
EP 006 How To Attract Clients on Facebook Without Ads with Rachel Miller
February 17, 2021 05:01 - 33 minutesRachel Miller is a brilliant entrepreneur who has built several multiple six and seven-figure businesses, and has authored multiple books, which each sold over 100,000 copies. She now helps other businesses grow Facebook engagement for their brands. Rachel is filled with high-energy. She has to be as she is a Mom of six! Rachel has helped financial services companies execute great strategies on how to engage audiences on Facebook with no ad spend! In our no-nonsense conversation you’ll lea...