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

My 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 discusses specific strategies to help financial advisors stand out and attract the right clients, as well as her own journey in separating her personal brand from her business for scalability. Here's what you'll get from this episode: Why you must showcase your unique personality and connect personally with potential clients The importance of better understanding and addressing the specific pain points and desires of your target audience to effectively attract and keep the right clients. How to navigate the challenges and benefits of detaching personal branding from the business to make it more marketable and scalable. The value of staying true to one's vision and intuition, even when facing opposition or self-doubt, supported by the right mentorship and community. Connect with Renée Bauer: Website: https://msreneebauer.com/ Website: https://www.familylawyerct.com/ LinkedIn: https://www.linkedin.com/in/rbauer1/ Instagram: https://www.instagram.com/msreneebauer/ 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 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 hear her fascinating story and learn how to attract abundance in your own life. Here's what you'll get from this episode: How to use your emotions as manifestation catalysts so you can make your desires and passions come alive How to train your subconscious mind to program yourself to recognize and act on opportunities. How to view obstacles as gateways to new possibilities so you attract success and abundance  How to control and direct your emotions effectively to navigate life's challenges and achieve your goals. Connect with Sandy Forster: Website: https://www.wildlywealthy.com/ Facebook: https://www.facebook.com/thesandyforster LinkedIn: https://au.linkedin.com/in/sandylforster Instagram: https://www.instagram.com/sandylforster/ 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 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 personally and professionally Understanding how negative reactions to circumstances can attract more negativity and how "holding the vision, not the circumstance" can bring your vision to life The important role self-improvement plays in your business success The concept of not just pursuing but embodying the vision in actions and mindset for transformative life changes  Connect with Josselyne Herman Saccio: Website: https://www.theartofbeingunmessablewith.com Facebook: https://www.facebook.com/Unmessablewithness/ LinkedIn: https://www.linkedin.com/in/josselyne-herman-saccio-9b9752a Instagram: https://www.instagram.com/beunmessablewith/?hl=en 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

Today'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 results  How “productive procrastination” wears many disguises, and what to watch out for so your excuses don't overpower your results The secret to using self-awareness to maximize productivity  This episode is a roadmap to business empowerment and success through integrity, determination and productivity. Connect with Jamila Payne Website: https://dailysuccessroutine.com/ Instagram: https://www.instagram.com/jamilapaynemba/ Podcast: https://www.dailysuccessroutine.com/podcasts Youtube: https://www.youtube.com/JamilaPayne  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

Kaitlyn, 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 imperfection can be a catalyst for personal and professional growth. The critical role of a support system in achieving success and maintaining your well-being. This episode is more than just a story; it's a beacon of hope and a guide for anyone navigating challenging work environments, especially in male-dominated industries. Kaitlyn's insights are invaluable for growing your financial business with integrity and courage. Connect with Kaitlyn Carlson Website: https://theoryplanning.com/  LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/  Instagram: https://www.instagram.com/theoryplanningpartners  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

As 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 priorities and business success, and why maintaining this balance is key. Learn to identify and transform negative beliefs - understanding these as stories rather than truths to reshape your approach while building your business Explore the importance of company values, and the role it plays in attracting clients and team members, setting you apart from other advisors Check out Samantha's podcast, She Needs Grit, for more inspiring content. Connect with [GUEST] Website: https://crushprofitcoaching.com/  Facebook: https://www.facebook.com/samtheprofitcoach  LinkedIn: https://www.linkedin.com/in/samprofitcoach/  Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ Business LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./  Personal LinkedIn: https://www.linkedin.com/in/robyncrane/ 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

Tracy 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 more confidence She discusses the importance of building confidence and overcoming limiting beliefs in order to achieve success in the financial industry.  This focus on her own personal development and being more visible online have resulted in a significant increase in referrals.  In this episode, Tracy and I discuss how she accomplished a 45% growth by: Overcoming Limit Beliefs Implementing outside-the-box social media marketing strategies Gaining confidence & having more consistency Note: This podcast is for informational purposes only.  Individual situations may vary, and the information should be relied upon only when coordinated with individuals' professional advice. Connect with Tracy J Haraksin Website: https://www.pacificadvisors.com/tracy_haraksin  Facebook: https://www.facebook.com/Tracy.Jillene  LinkedIn: https://www.linkedin.com/in/tracyharaksin/  Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ Business LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./  Personal LinkedIn: https://www.linkedin.com/in/robyncrane/ 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

Being 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, engaging and straight to the point.  Listen in, so you can:  Explore strategies that leverage personal strengths and passions for business growth, connecting authenticity with long-term entrepreneurial success. Understand vital mindset shifts for thriving as a solopreneur, including effective time management, self-discipline, and being your own boss. Identify common challenges faced by solopreneurs and learn practical strategies for overcoming them, embracing personal and business growth. Uncover Sarah's expertise on targeting your desired audience, addressing their specific needs, and cultivating confidence through clear client interactions. Gain insights into setting meaningful short-term goals (six months) and the role of self-awareness and adaptability in achieving them. Connect with Sarah Duran: Website: https://www.fruitioninitiatives.com Facebook: https://www.facebook.com/fruitioninitiatives LinkedIn: https://www.linkedin.com/in/sarah-duran-72246817/ 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

As 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 the industry. Here you will learn: - The growing impact of AI and why it won't replace the personal connection advisors offer - Strategies to navigate the increasing competition in the financial advising landscape - The significance of building partnerships within the broader financial industry - Steps to foster diversity and inclusion, and why it's crucial for the industry's future - The demand for advisors in an era of complex tax rules and planning strategies - How to empower young professionals and ensure industry growth Connect with Jamie Hopkins and Ana Trujillo Limon: Website: https://www.carsoncoaching.com Ana's Twitter: https://twitter.com/anat_edits?lang=en Ana's LinkedIn: https://www.linkedin.com/in/anatlimon Jamie's Twitter: https://twitter.com/RetirementRisks  Jamie's LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/ Framework Podcast: https://www.carsongroup.com/framework/   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

In 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://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

This 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 Analyst (CDFA). Tune in to gain valuable insights into Brenda's journey to success, her experience in the FEMM Mentorship, her steadfast commitment to growth, and her unwavering dedication to helping others navigate financial transitions with resilience and expertise. 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

Today'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 special FEMM episode, you'll learn about the strategies that helped Denise have such fast success, plus the amazing story of how it led her to making great contributions to her church and community. Looking for fast expansion in your company? Then, listen in on this inspiring episode. 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

This 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. Listen in to learn what tweaks Tandy made in her business to increase her income and impact without working like a dog. I promise you're going to really enjoy this episode and learn how she was able double her AUM, as someone who wasn't really doing any prospecting, wasn't doing and marketing, was really just coasting. Connect with Tandy Ervin Email: tandy.ervin@lpl.com  LinkedIn: https://www.linkedin.com/in/heather-venenga-90670760/  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

Special 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 hole as a financial advisor. She was “making” negative $300 a month when we looked at the numbers and averaged it out over a three-year period. While working with me in the FEMM Mentorship, she was able to turn that around in the first year, making $128,000. In this episode we talk about Lisa's special story, what is happening with the FEMM Mentorship, what is changing in our world around our mission, what we want to do in the industry and how you could be a part of it. Buckle up, this is going to be an awesome episode. You're going to love it. Connect with Lisa Chastain Website: https://lisachastain.com Facebook: https://www.facebook.com/savvymoneywithlisa LinkedIn: https://www.linkedin.com/in/lisachastain/ YouTube: https://www.youtube.com/channel/UCcbyns9cEvGtWm6GgOiUW-Q Instagram: https://www.instagram.com/savvymoneywithlisa/ 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

Wealth 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 veteran who has earned accolades on the Forbes 400 and Fortune 500 listings as a C-level executive across various firms, and he teaches an innovative approach to crafting wealth in a manner that transcends the transactional, sales-oriented approach, steering clear of pushy techniques and mere networking events.  Bret developed a framework that has brought incredible value to ultra high net worth clients, and he has helped advisors use it to do the same.  Key takeaways from our conversation include: How to use a proven framework to bring more value to clients Understanding the relational aspects of wealth, including the impact of wealth on children How diving into the many dimensions of wealth (including physical, mental, and spiritual) can help you convert higher net worth clients easily The importance of understanding a client's purpose to effectively construct and manage portfolios How displaying a genuine interest in your client's passions can foster a bond and allow you to bring even more value Connect with Bret Magpiong: Website: https://unbeatablemind.com/coach-bret-magpiong/ Twitter: https://twitter.com/bretmagpiong LinkedIn: https://www.linkedin.com/in/bret-magpiong-ab9b2134/ Get the book here: https://www.deltatheorem.com 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 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. - Transitioning from a generalist to a specialist to stand out in the market. - Crafting clear messaging and resonating with your target audience. - Overcoming setbacks and leveraging them for skill enhancement. - The 1% method for consistent daily improvement. Connect with Staci Wallace: Website: https://www.staciwallace.com/home Facebook: https://www.facebook.com/staciwallaceofficial LinkedIn: https://www.linkedin.com/in/staciwallace/ YouTube: https://www.youtube.com/user/EmpoweredLivingTV Instagram: https://www.instagram.com/staciwallace/ 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

What 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 100,000 a year, just working two and a half days a week How niching down fosters trust and credibility among potential clients Why marketing to everyone means marketing to no one How to cultivate authentic relationships with your clients The secret to duplicating your results and keeping your clients happy How to bring practicality and sense back to your financial goals Connect with Karen Pudetti: Website: https://luxespa.com Facebook: https://www.facebook.com/profile.php?id=100088567367833&sk=about_details LinkedIn: https://www.linkedin.com/in/karen-pudetti Get the book here: https://www.amazon.com/Rags-Riches-Beauty-Icons-Made/dp/1948777398 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

Whether 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: Conquer self-doubt and perfectionism Harness hypnotherapy for rapid, profound transformations Address financial insecurities through inner child connection Overcome financial traumas to unlock unfulfilled potential Rewire your financial mindset using powerful hypnotherapy techniques Embrace relaxation for amplified success in financial advising Connect with Christina Woods: Website: https://www.wisewoods.com Facebook: https://www.facebook.com/wisewoodshypnotherapy/?ref=pages_you_manage LinkedIn: https://www.linkedin.com/in/christinawoodsvaron/ Instagram: https://www.instagram.com/wisewoodshypnotherapy/?hl=en 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

Josselyne 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 this episode, you'll learn: How to conquer any financial challenges. Ways to incorporate personal development and financial awareness for yourself and your kids, to set the stage for confidence and financial success. The link between clarity, power, and financial abundance, and how understanding your money story is key. How response time impacts success and what actionable strategies to take to get faster success. Connect with Josselyne Herman Saccio: Website: https://www.theartofbeingunmessablewith.com Facebook: https://www.facebook.com/Unmessablewithness/ LinkedIn: https://www.linkedin.com/in/josselyne-herman-saccio-9b9752a Instagram: https://www.instagram.com/beunmessablewith/?hl=en 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

Your 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 personal growth. From advice on engaging various niches to empowering clients with financial confidence, these amazing women have so much advice to offer on how to build strong relationships with potential clients from the get-go.  Tune in to learn about:  How going beyond just acquiring clients and instead prioritizing an exceptional experience creates a lasting impact. How meaningful interactions unveil your clients' needs and aspirations, showcasing your value proposition and building trust. The strategies to make every client feel loved and valued throughout their wealth management journey. Developing a standardized, seamless client experience Connect with Sandi Bragar and Cammie Doder: Website: https://aspiriant.com LinkedIn: https://www.linkedin.com/in/sandi-bragar/ LinkedIn: https://www.linkedin.com/in/cammiedoder/ 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

We'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 sex worker. (Now you know why this episode is rated “R.”) In this episode, Shaft talked about the importance of rejecting ALL taboos to become a more authentic version of yourself, especially the taboo related to sex. Shaft believes that fostering self intimacy increases your own self love and promotes confidence, which improves your business and life.  Tune in to learn about: The connection between sexuality and wealth Embracing sex as a part of life, and understanding its connection to different areas of life  Having a successful professional life without compromising your romantic life How the physical side effects of sex can benefit you in your work  Using intention as a form of sexual liberation Connect with Shaft Uddin: Website: http://www.sacredsexualawakening.com LinkedIn: https://www.linkedin.com/in/shaftuddin/?originalSubdomain=uk YouTube: https://www.youtube.com/user/shaftuddin/featured?themeRefresh=1 Instagram: https://www.instagram.com/shaftuddin/ 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

Being 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 business from the thousands of others.  Listen in to discover: How to nurture both your prospects and clients to gain credibility The different types of visibility, so you get seen more often by the right people Why intimacy and connection with your clients is even more important in the world of AI How to get over your fear of asking for the sale  The seven major mindset blocks that stop women from making more money Connect with Angela Henderson: Website: https://www.angelahenderson.com.au Facebook: https://www.facebook.com/groups/1322586367762977/ LinkedIn: https://www.linkedin.com/in/angela-henderson-378aab106 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

Resilience 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 — and in this episode, Felicia gives the strategies you need to improve your wellness and your business simultaneously.  Tune in to learn more about:  Letting go of self doubt and self destruction Learning how to be hypervigilant to what other people are thinking Giving yourself reassurance that you matter and that you're going to be okay Coming into harmony with the dream that's seeking YOU Why the Universal Law is relevant to you and your business Connect with Felicia Searcy: Website: https://feliciasearcy.com Facebook: https://www.facebook.com/groups/ultimatelifenow LinkedIn: https://www.linkedin.com/in/felicia-searcy-7b5767b YouTube: https://www.youtube.com/c/FeliciaSearcy/videos Instagram:https://www.instagram.com/felicia_searcy/ 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

Tune 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 innovation in business. In this episode she shares her insight into how to think like a Fortune 500 company by developing successful processes and procedures that will both make your business easier to run and more authentic to you.  Tune into our episode to hear us discuss:  Why strategy is all about saying no and being laser focused on your ideal client How to embrace the way women have been raised to talk about money in your business Getting men on board with raising the footprint of women in the financial industry The benefits of codifying and documenting your process Connect with Lisa J. Smith Website: https://www.smithcous.com LinkedIn: https://www.linkedin.com/in/smithcosales/ YouTube: https://www.youtube.com/@SMITHcoSales Instagram: https://www.instagram.com/smithcosales/ 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

As 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 struggle of achieving balance first hand. Travis left financial advising and founded the Make Time Institute, which teaches people how to create more time for their priorities while still being productive at work. He's the author of the bestselling book Achieving Balance, and his newest book, Balanced Growth, is launching tomorrow! Travis grew his business without losing balance, intentionally building his business around his priorities. He can help you find a healthy balance between your work life and your home life, so that you can be successful without sacrificing what's important to you.  Listen to our episode where we discuss: Distinguishing between your passion and your purpose  Why balance is not the same as equilibrium How to manage your priorities instead of managing your time Saying no to things that aren't your core competence  Connect with Travis Parry: Get the book here: http://balancedgrowthbook.com Website: https://www.travisparry.com LinkedIn: https://www.linkedin.com/in/travisparry YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA Instagram: https://www.instagram.com/drtravisparry/?hl=en 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

According 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 clients. She's passionate about helping people live and lead from their greatness, and recognizes that most of us were never actually taught how to access greatness. She believes that vulnerability creates meaningful connections, gains trust, and demonstrates greatness and credibility. She has great advice on how to market yourself as the most authentic, vulnerable, and greatest version of yourself.  Listen to our episode to hear us talk about:  How fears of failure and judgment deter you from greatness  Why you can't provide true value if you're focused on being liked Why repelling people isn't always bad  Recognizing negative comments as an indicator of success  Incorporating things that light you up into your business Connect with Dena Patton Website: https://denapatton.com LinkedIn: https://www.linkedin.com/in/denampatton/ Facebook: https://www.facebook.com/DenaPatton Instagram: https://www.instagram.com/denamariepatton/?hl=en 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

It 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 methodology that works like a charm for every type of client, streamlining your business with existing clients while attracting new ones.  Picture this: you have a dialed-in system that works for every client, and incorporates their specific needs, age, or financial situation. Plus, so much of your process is automated. This alleviates the headaches and gives you more time and freedom to focus on what's most important to you. It's the secret sauce that'll make potential clients realize you're the best option for them! Here are some juicy topics we covered in the episode to help you put these systems in place: How you can differentiate yourself as a financial professional when everybody seems to be selling the same things Developing a process so you save time and become more reliable for your clients Naming your messaging system How you can pinpoint who you want to serve and how Systematizing your business to make your life easier and more creative Connect with Abagail Pumphrey and Emylee Williams: Website: https://bossproject.com Facebook: https://www.facebook.com/groups/thinkcreativecollective/about/ LinkedIn: https://www.linkedin.com/company/boss-project Youtube: https://www.youtube.com/channel/UCk7iXnB_Pu78NVei0esf8_w Instagram: https://www.instagram.com/bossproject/ 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

As 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.  Before 1919, it was status quo that women didn't have the right to vote. In the seventies, the women weren't allowed to have their own line of credit. We've proved both of these “normalcies” wrong, so it's obvious that we're following rules today that someday even “mainstream” will deem ridiculous. (By the way, the earth is not flat) A true leader challenges the status quo, pushes the limits, and strives to make tomorrow better than today. In other words…a true leader, LEADS, does not follow.   Lisa Levy and I had an in depth conversation about challenging the status quo. She's the author of Future Proofing Cubed and the founder of L Cubed Consulting and she isn't afraid to speak her truth. She started her career in corporate America, which was fine until she realized that nothing innovative was happening at work. So, she walked away from a 401k and paid time off, and she created her own consulting business. On my podcast, Lisa talked about why it's important to push the limits, and why the accepted way of doing things isn't always the best way.  In this episode, we discuss:  When rule following is actually harmful How to create something radical and new by rejecting the status quo  How artificial intelligence can actually encourage creativity and innovation Finding ways to truly get paid for your value  Leaning into uncertainty and being okay with taking risks  Connect with Lisa Levy: Website: https://lcubedconsulting.com/meet-our-founder LinkedIn: https://www.linkedin.com/in/lisallevy/ Twitter: https://twitter.com/lisallevy1?lang=en YouTube: https://www.youtube.com/c/LcubedConsulting Instagram: https://www.instagram.com/lcubed.consulting/?hl=en 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

When 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 Yoga”, helps truckers overcome struggles with the mindfulness techniques she learned from yoga, that helped turn her life around.  Her background story and insight is invaluable, plus she has a ton of charisma and is so much fun to listen to.  In this engaging episode Hope discusses: The importance of speaking your client's language and the power of niching down.  How getting over the anxiety of “niching down” and “going for it” with an audience she never thought she'd be helping made Hope an instant expert and success Why being secretive about your process will not always work to your advantage How staying in your lane creates a sense of exclusivity that draws people toward your business How to distinguish between what you like and what your clients like Bouncing back from negative criticism and accepting that there will be haters Connect with Hope Zvara: Website: https://www.mothertruckeryoga.com Facebook: https://www.facebook.com/hope.zvara/ LinkedIn: https://www.linkedin.com/in/hope-zvara-77572935/ YouTube: https://www.youtube.com/c/HopeZvara Instagram: https://www.instagram.com/hopezvara/?hl=en 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

Stuck 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 build a more well-rounded practice.  Daphne is a life insurance agent whose mission is to help 1 million women live their best financial lives. She's not called the Smart Money Chick for nothing! She's a whiz at life insurance strategies, helping women, and even Bitcoin, which we get into... Tune in to learn: How to get more Gen X clients and serve them at a higher level Ways to diversify your client-base How to best deal with withdrawals from clients Why Bitcoin is important and worth understanding (and maybe even having) Connect with Daphne Jones: Website: https://linktr.ee/thesmartmoneychick Facebook: https://www.facebook.com/tsmchick LinkedIn: https://www.linkedin.com/in/daphneajones/ Youtube: https://youtube.com/@smartmoneychicktv9017 Instagram: https://www.instagram.com/thesmartmoneychick/?hl=en 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

As 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 to achieve the results they want — even if that process is a bit unorthodox.  This week's guest, Ryann Dowdy is a community builder and expert in sales who has built multiple seven figure businesses, while helping women build the businesses of their dreams. She's an expert on helping business owners start meaningful conversations that lead to sales, and she's been successful by networking and learning to speak the language of her clients. In this episode, Ryann walks through how to reach the clients you want, the way that you want.  Tune into this episode to hear about: Rejecting the industry standard of “teaching the what and now that how” Knowing your value to improve your conversions  How to talk about your business in a way that matters to people Connect with Ryann Dowdy: Website: https://uncensoredconsulting.com LinkedIn: https://www.linkedin.com/in/ryanndowdy Twitter: https://twitter.com/ryanndowdy?lang=en Instagram: https://www.instagram.com/ryanndowdy/ 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

Having 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 talk about. Jennifer started out in the digital marketing space with few connections and only a handful of clients, and then skyrocketed her business after learning how to create a vivid vision. In this episode, Jenn shares the secrets about how to use a greater vision to overcome challenges and adversity in order to build a successful business and fulfilling life. Tune in as we dive into: How just writing down a vision for your company can help you hit your goals more easily Why sharing your vision helps you bring it to life The importance of avoiding a victim mentality when challenges arrive What “seductive distractions” mean — and how you can look past them to see your true vision Using mindfulness practices to disconnect from the day-to-day and to create a compelling future Connect with Jennifer Hudye: Website: https://www.visiondrivenglobal.com Instagram: https://www.instagram.com/jennhudye/ Facebook: https://www.facebook.com/JenniferRHudye/ LinkedIn: https://www.linkedin.com/in/jenniferhudye YouTube: https://www.youtube.com/c/JenniferHudye24/videos Connect with Robyn Crane Website: https://robyncrane.com/ Instagram: https://www.instagram.com/robyncrane/?hl=en  LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./  Facebook: https://www.facebook.com/bizgrowth4women/ YouTube: https://www.youtube.com/c/RobynCrane Learn more about your ad choices. Visit megaphone.fm/adchoices

Being 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 ground. It's essential to learn how to adapt to these stressful situations, so that you don't compromise your success when everything seems to be going wrong.  Irene Nakamura knows all about protecting her calm. She's an award winning author, speaker, and a court reporter and litigation supporter in three states. Her company works specifically with women and minority court reporters, and she is no stranger to the challenges of being a woman in a “boy's club.” During our episode she talks about how you can develop routines to stay level-headed when things get tough.  Tune in to this episode on: Finding the right confidant to help you manage your stress How much is ok complain about and how much you should listen  Giving yourself time to wallow before taking action Strategies to get yourself out of a funk  New approaches to dealing with stress Connect with Irene Nakamura: Website: https://irenenakamura.com/ LinkedIn: https://www.linkedin.com/in/irene-nakamura/ Twitter: https://twitter.com/IreneNakamura1 Instagram: https://www.instagram.com/irene_nakamura_author/ 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

If 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 all this online marketing, where you're constantly checking social media, or sending messages leaves little time left in the day. All of these things can bog you down and distract you from what originally drove you to become an advisor in the first place.  You can get your time back by relinquishing a bit of control. This can mean hiring an amazing team to split up the work, or in Molly Rose Speed's case, it can mean a virtual assistant. Molly Rose is the creator of Virtual Assistant Academy and founder of Virtual Assistant Management, which provides trusted virtual assistants, solutions, and flawless tech execution for busy entrepreneurs. And she trusts virtual assistants to do all the busy work — confirming appointments, managing trips, running your Google Calendar, posting on LinkedIn every few weeks. Tune in to hear us talk about: Identifying what tasks to outsource How to find people who you trust to meet — and even anticipate — your needs Getting an assistant when you feel like you don't have the time to get an assistant The importance of a clear job description How to hire a virtual assistant — what agencies to use, what the rates are, etc. Connect with Molly Rose Speed: Website: https://virtualassistantmanagement.com Facebook: https://www.facebook.com/mollyrosespeed/ LinkedIn: https://www.linkedin.com/in/mollyrosespeed/ YouTube: https://www.youtube.com/c/MollyRoseSpeed?app=desktop Instagram: https://www.instagram.com/mollyrosespeed/?hl=en 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

As 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 prospects. You could have more success, just by opening up Canva and creating a graphic that represents you, or by creating a media kit and pitch sheet to have on hand when opportunities present themselves. Or just speaking up, in your authentic voice. Allison Walsh is a personal brand, business and success coach for women, and she started building her brand when she was 18. She turned her mess into her message, and she leaned into her own story to propel her message. You too can (and should) use the relatability factor to connect with your ideal clients — so they feel like you understand them, and see that you know exactly what they need. In this episode, Allison discusses how to use branding to gain momentum. After listening to her, you'll feel far more prepared to show up as YOU to attract more of the right people to you and get even bigger opportunities.   Tune in to discover how to: Shift your mindset around your personal brand Decide what to put on social media Convey who you are and what's important to you Build confidence and credibility in your brand Get attention, leading to speaking or media opportunities Connect with Allison Walsh: Website: http://www.allisonwalshconsulting.com/ Facebook: https://www.facebook.com/AllisonWalshConsulting/ LinkedIn: https://www.linkedin.com/in/allisonkreigerwalsh Twitter: https://twitter.com/AllisonKreiger       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

Tax 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 included! High net worth individuals everywhere can benefit from some accounting knowledge, because knowing where your money is going will help you make better business decisions and stop you from overspending. My guest on this week's podcast, Tevia Hoalst, is a money expert and founder of TeKoda Accounting, and she can help you figure out how to know your numbers all the time. Whether you have a business as part of your tax situation or not, it's so important that everything is organized when you go to do your taxes. Tevia can help you obtain all the information you need about your finances, and help lower your anxiety in the process! Tune in to Tevia's episode to hear us discuss:  How to figure out when it's time for your client to stop planning and start actively building wealth Importance of knowing your numbers, for your clients and yourself Why even successful women can benefit from having total clarity of their money flow How to help your clients stop overspending How to ensure that your entire team is staying on their toes and doing what is best for the client Connect with Tevia Hoalst Website: https://www.tekodaaccounting.com Facebook: https://www.facebook.com/TeKodaAccounting LinkedIn: https://www.linkedin.com/in/tevia-hoalst-221a3b2b/ Instagram: https://www.instagram.com/tekodaaccounting/ 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

Communication 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 who lives every day in order to speak life into other peoples' dreams. In other words, Cheryl is selfless, awesome, and has a whole lot of advice for you. From overcoming imposter syndrome to recognizing your gifts and running with them, Cheryl can tell you how to improve your business AND your life.  Join us for this episode to learn about:  Why there is no success without failure — and how failure can actually help you better serve your clients How to gain traction as a paid speaker  Taking action on your goals Changing your career to fit your personal life — not the other way around Building your confidence as a speaker, even if you've never given a talk before  Connect with Cheryl Wood Website: cherylempowers.com Facebook: https://www.facebook.com/CherylEmpowers/ LinkedIn: https://www.linkedin.com/in/cherylempowers/ Instagram: https://www.instagram.com/cherylempowers/ YouTube: https://www.youtube.com/user/CherylEmpowers 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

With 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 here's how to do it… Let me introduce you to: the Revenue Accelerator System!  It's a 5 step formula focused on getting ideal clients.  In this episode I go through the whole system step-by-step, and show you how you don't need to spend extra time or money on marketing nor will you need to sacrifice the quality of your life, in order to accelerate your revenue. All you need is to follow the system with intention.  Tune in to learn: The 5 Step Revenue Accelerator System The importance of having the right mindset, so that you find the ideal person you want to “clone” so you can craft messaging to attract a specific person How to close the deal with a client without coming off as pushy, manipulative or salesy Why committing to money-making activities is way more important than marketing The way your beliefs influence behaviors and how to get fast results 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

As 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 integration during and post M&A transactions — and you can learn a lot from her, especially when it comes to buying and selling your book of business in the financial space. Stacey came on my podcast to tell you more about how you can use mergers and acquisitions, not only as a way to make money once you're ready to sell your business, but also as a way to understand how to attract a seemingly small client who will become a big client.  Listen in to hear us talk about: Why you don't want to grow just to grow, but instead to maximize value How forming relationships with smaller clients can bring you bigger clients Changing your focus to stay in line with the market Thinking like a business owner, not an advisor What advertising through your LinkedIn connections can bring you  Using the belief that good people attract good people to grow your business Connect with Stacey Relton LinkedIn: https://www.linkedin.com/in/staceyrelton/ Email: stacey.relton@gmail.com  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

We 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 came on my podcast to tell you how you can use social media to stay ahead of the game, and be certain that you're the first person to engage in a relevant conversation.  Tune in to our episode to hear us talk about:  Avoiding compliance issues on social media How to have a thriving profitable business using M'Lisa's ACRE method  Why it's never too late to pinpoint and start focusing on your purpose The importance of public speaking and education to get clients that stick  Connect with  Website: https://www.spa-strong.com/about Facebook: https://www.facebook.com/SpaStrong LinkedIn: https://www.linkedin.com/in/m-lisa-ellis-b5a61b224/ Youtube: https://www.youtube.com/@mlisaellis Instagram: https://www.instagram.com/mlisaellis/?hl=en 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

Jen 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 staying true to what's important to you to find success and get great clients she connects with.  Tune in to hear us talk about: The importance of “pausing,” incorporating wellness practices, and having deep conversations How living your best life can help your client relationships What 90 Day Planning is, and how following your passions outside of work can help you grow your business How to network effectively with your target demographic and better understand them  Why interviewing can help you get clients Connect with Jen Dawson Website: https://hemingtonwm.com/our-team/jen-dawson/ Blog: https://www.cifinancial.com/ci-privatewealth/us/en/insights/articles.html LinkedIn: https://www.linkedin.com/in/jenlakedawson/ 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

I'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, but she also shared the exact traits she looks for in a financial advisor as a uber successful woman. She's grown her business from nothing to 7-figures and on track to hit 8 figures this year! Bari knows that speaking is the path to making money…and working with good financial advisors is the recipe for financial freedom!  Tune in to hear us talk about: How you can change a young person's life with a talk The importance of viewing yourself as a financial coach more than an advisor Why most people find trustworthy financial advisors through mutual connections or speaking events — and how you can benefit from that  The five factors that are at the root of all sales objections, and how you can free your clients from these inhibitors Conquering your fear of sharing your vulnerabilities… because it'll help your clients Connect with Bari Baumgardner Website: sagehub.com Facebook: https://www.facebook.com/baribaumgardner/ LinkedIn: https://www.linkedin.com/in/bari-baumgardner-798754/ YouTube: https://www.youtube.com/channel/UCJNvzB7kObMicXDRTtWDWtQ Instagram: https://www.instagram.com/poweredbysage/?hl=en 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

Sherri 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 become truly disciplined — and why discipline doesn't mean doing the same thing over and over again Strategies for balancing your home life with your professional life How being consistent with social media posting can ramp up your business How you can get clients to reach out to you, instead of you reaching out to them Connect with Sherri Sommers Website: https://itssherri.com Facebook: https://www.facebook.com/sherrisomersunlimited LinkedIn: https://www.linkedin.com/in/itssherrisomers/ Instagram: https://www.instagram.com/itssherrisomers/ Twitter: https://twitter.com/iTssherrisomers 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

If 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 expertise.  And Shannon has seen it, first hand! She has been in the speaking/personal development industry for 25 years. During that time, she and her husband Mark Grainger have worked with industry leaders like Tony Robbins and Mark Victor Hansen and helped countless industry leaders worldwide speak their way to success.  But you don't need to be a “big” speaker or influencer to get clients from speaking engagements. Listen to our episode to learn:  Why you don't need a gazillion followers to reach your financial goals How you can repurpose your content without losing your message The best ways to network for partners and strategy sessions Why you should hire someone to help you find speaking gigs How to use your network and circle of influence to book talks quickly and easily Connect with Shannon Grainger Website: http://speakerblueprints.com Facebook: https://www.facebook.com/BigImpactHQ/ LinkedIn: https://www.linkedin.com/company/18958458 YouTube: https://www.youtube.com/channel/UCDNnnTmn40Rc1mkQtfJLCuw Instagram: https://www.instagram.com/bigimpacthq/ 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

The 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 easier and much more fun.  In this exciting episode, I interview “Marketer Of The Year,” Alex Cattoni, a successful entrepreneur who grew her YouTube subscribers to 200K and built a multiple 7-figure business. Alex shares her expertise on writing compelling copy in a unique way that showcases your values and attracts clients who share those values. Listen to our episode to hear us talk about:  How your marketing can allow your true personality to shine through Why people are putting their money where their values are — and how that can help you succeed How you can create valuable “assets” outside of the traditional products you offer — and “become” the product people want How strategic marketing can hammer in the message that the financial future IS female, so more women come looking for your help Connect with Alex Cattoni Website: https://www.alexcattoni.com Facebook: https://www.facebook.com/AlexCattoni/ LinkedIn: https://www.linkedin.com/in/alexcattoni/?originalSubdomain=ca Twitter: https://twitter.com/alexcattoni Instagram: https://www.instagram.com/copyposse/ 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

Having 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 the same.  Tune in to hear us discuss:  How you can use referral parties to find the right fit client Why Mike doesn't waste his time on email or social media  Why you should leave time after each referral party to follow up with people How to help people make more while working less  Why you should help a billionaire make ten dollars  Connect with Mike Koenigs Website: https://www.mikekoenigs.com/about/ Facebook: https://www.facebook.com/koenigs  Linkedin: https://www.linkedin.com/in/MikeKoenigs Twitter: https://twitter.com/MikeKoenigsReal Instagram: https://www.instagram.com/mikekoenigs/?hl=en 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

Mary 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 industry (hint… going on podcasts is a great way to build credibility!).  Listen to Mary's episode to hear us discuss:  How to prove to your potential clients that you know something they don't know  Why having lots of meetings every day can take the pressure off  How you can use coffee meetings to network and find clients The importance of talking to clients differently than you talk to your friends Connect with Mary Lyons Website: wealthwoman.com Facebook: https://www.facebook.com/thewealthwoman Linkedin: https://www.linkedin.com/in/thewealthwoman/ Twitter: https://twitter.com/thewealthwoman Instagram: https://www.instagram.com/thewealthwoman/ 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

If 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 succession planning, and during this episode, she reveals what you need to know about entrepreneurial deals, so you're seen as credible to these types of entrepreneurs. She'll help you bring more value to your clients who are selling their businesses and give you tips on how to build relationships with clients that last through transitions.  Tune into Laurie's episode to learn:  Why focusing on your relationship with a client is such a game changer How to make your client's business more attractive and transferable to a potential buyer Why it's a good idea to have an M&A advisor on your team  How to help your clients understand the big picture and focus on their goals Connect with Laurie Barkman Website: https://smalldotbig.com Facebook:https://www.facebook.com/SmallDotBig LinkedIn: https://www.linkedin.com/in/lauriebarkman/ Youtube: https://www.youtube.com/@TheBusinessTransitionSherpa/videos Twitter: https://twitter.com/LaurieBarkman 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

Emily Ransone is an author, EOS Implementer®, and successful entrepreneur. Her book is called Growth Junkies Unite and the name doesn't lie — she's full of advice on how you can grow your business and help your clients do the same. She believes that building a strong team and target marketing is essential to helping your clients and she came on my podcast to tell you exactly how you can narrow your focus and thrive as a business — and teach your clients to do the same.  Listen to our episode to hear us talk about:  How to shut down your “lizard brain”  Why you need to have advisors… even as an advisor! How to ensure that everybody in your practice shares your goals  What “clarity breaks” are and why they'll make your business healthier Connect with Emily Ransone Website: https://www.eosworldwide.com Facebook: https://www.facebook.com/eosworldwide/ LinkedIn: https://www.linkedin.com/in/emilyransone/ YouTube: https://www.youtube.com/EOSWorldwide Instagram: https://www.instagram.com/entrepreneurialoperatingsystem/ 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