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

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

Вміст надано Robyn Crane. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Robyn Crane або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1y ago 38:44

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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

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154 епізодів

#Business #Robyn Crane