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

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EP 152 How To Rewire Your Brain for Wealth and Wellbeing with Sandy Forster

Wed, 13 Dec 2023 05:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 151 Achieve Your Vision By Letting Go Of Being Right with Josselyne Herman Saccio

Wed, 06 Dec 2023 05:01:00 -0000

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

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EP 150 How To Be More Productive With Systems & Standards with Jamila Payne

Wed, 29 Nov 2023 15:41:23 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 149 Overcoming Toxic Work Environments And Finding Your Voice with Kaitlyn Carlson

Wed, 22 Nov 2023 15:37:53 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 148 Unleashing Your Business Potential & Maximizing Profit with Samantha Varner

Wed, 15 Nov 2023 17:06:08 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

Business LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Personal LinkedIn: https://www.linkedin.com/in/robyncrane/

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 147 More Referrals With Confidence & Consistency with Tracy J Haraksin

Wed, 08 Nov 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

Business LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Personal LinkedIn: https://www.linkedin.com/in/robyncrane/

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 146 Craft Your Ideal Business Around Your Life with Sarah Duran

Wed, 01 Nov 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 145 Shaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo Limon

Wed, 25 Oct 2023 19:23:33 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

Wed, 11 Oct 2023 04:01:00 -0000

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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EP 143 Kicking 40+ Year Old Industry Strategies To The Curb with Rochelle Odesser

Wed, 04 Oct 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 142 Success Her Way, As A CDFA with Brenda Bridges

Wed, 20 Sep 2023 16:40:00 -0000

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

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EP 141 The $6 Million Dollar FEMM with Denise DePaola

Fri, 15 Sep 2023 17:58:00 -0000

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

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EP 140 $10M in AUM in 10 Months with Tandy Ervin

Wed, 13 Sep 2023 19:27:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 139 Special FEMM Series Launch with Lisa Chastain

Mon, 11 Sep 2023 17:29:00 -0000

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

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EP 138 The Innovative Framework To Get Ultra High Net Worth Clients with Bret Magpiong

Wed, 06 Sep 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 137 Break Out of Mediocrity with Staci Wallace

Wed, 30 Aug 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 136 Marketing to Everyone Means Marketing To No One with Karen Pudetti

Wed, 23 Aug 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 135 Hypnotize Yourself to Success with Christina Woods

Wed, 16 Aug 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 134 Transformative Secrets from a Pop Star with Josselyne Herman Saccio

Wed, 09 Aug 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 133 Elevate Your Practice… The Client-Centered Way with Sandi Bragar & Cammie Doder

Wed, 02 Aug 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 132 Rated R Episode with Shaft Uddin

Wed, 26 Jul 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 131 How to Differentiate Yourself In A Crowded Market with Angela Henderson

Wed, 19 Jul 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

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

Wed, 12 Jul 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 129 Supercharge Success With Personal Growth with Felicia Searcy

Wed, 05 Jul 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 128 How To Think Like a Fortune 500 Company with Lisa J. Smith

Wed, 28 Jun 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 127 Explosive Business Growth Without Losing Balance with Travis Parry

Wed, 21 Jun 2023 04:01:00 -0000

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

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 126 Unlock Greatness Through Vulnerability with Dena Patton

Wed, 14 Jun 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 125 Simplify Your Process with Abagail Pumphrey and Emylee Williams

Wed, 07 Jun 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 124 Challenge the Status Quo and LEAD with Lisa Levy

Wed, 31 May 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 123 How Addiction, Loss, & Criticism Led To Success with Hope Zvara

Wed, 24 May 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 122 Deep Thoughts About Gen X Clients & Bitcoin with Daphne Jones

Wed, 17 May 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 121 Breaking Industry Standards with Ryann Dowdy

Wed, 10 May 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 120 How to Build a Vision-Driven Business with Jennifer Hudye

Wed, 03 May 2023 04:01:00 -0000

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

Instagram: https://www.instagram.com/robyncrane/?hl=en

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Facebook: https://www.facebook.com/bizgrowth4women/

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

EP 119 How To Rise Above The Chaos and Embrace The Calm with Irene Nakamura

Wed, 26 Apr 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 118 The Secret to Regaining Control Of Your Time with Molly Rose Speed

Wed, 19 Apr 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 117 Build Your Brand to Build Your Business with Allison Walsh

Wed, 12 Apr 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 116 Tax Time Shouldn’t Be The ONLY Time To Know Your Numbers with Tevia Hoalst

Wed, 05 Apr 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 115 The Power Of Speaking To Build Authority with Cheryl Wood

Wed, 29 Mar 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 114 The Revenue Accelerator System

Wed, 22 Mar 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 113 Thinking Like A Business Owner… Not An Advisor with Stacey Relton

Wed, 15 Mar 2023 04:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 112 Meet AI, Your New Best Friend with M’Lisa Ellis

Wed, 08 Mar 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 111 Embracing Authenticity & Transparency To Get Great Clients with Jen Dawson

Wed, 01 Mar 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 110 How To Get High Net Worth Individuals To Know, Like And Trust You with Bari Baumgardner

Wed, 22 Feb 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 109 The Discipline Mindset: Keys to Success with Sherri Somers

Wed, 15 Feb 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 108 Leveraging Speaking To Drive Revenue with Shannon Grainger

Wed, 08 Feb 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 107 How Good Copy Can Get You Great Clients with Alex Cattoni

Wed, 01 Feb 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 106 How To Throw Your Own “Referral Party” with Mike Koenigs

Wed, 25 Jan 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 105 Transforming Failure into Huge Success with Mary Lyons

Wed, 18 Jan 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 104 How To Get Clients With Big Exits with Laurie Barkman

Wed, 11 Jan 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 103 Become A Growth Junkie with Emily Ransone

Wed, 04 Jan 2023 05:01:00 -0000

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 102 Market to the Clients You Want with Natalie Jill

Wed, 28 Dec 2022 05:01:00 -0000

Natalie Jill is a fat loss expert who has grown beyond the fitness space and become an expert on marketing and messaging. Like me, she believes in the power of niching down and putting all your effort into helping a certain type of client. And she’s proven that it works — her brand has grown from nothing to 3 million followers. She came on my podcast, Growing Your Financial Business… The Woman’s Way, to discuss how you can niche down and get the clients you want to serve by adjusting your messaging and working with people you truly empathize with.

Listen to Natalie’s episode to hear to us talk about:

How to figure out the ideal person you want to be helping
Making clients feel seen, heard, and understood by you
How to bring conviction and certainty to your potential clients
How to prove to your clients that you are the best for them

Connect with Natalie Jill

Website: https://www.brandstoryexpansion.com/nj-apply

Facebook: https://www.facebook.com/nataliejillfit/

YouTube: https://www.youtube.com/nataliejillfitness

Instagram: https://www.instagram.com/nataliejillfit/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 101 Double Your Revenue and Make an Impact with Mark Grainger

Wed, 21 Dec 2022 05:01:00 -0000

Mark Grainger is a co-founder of BigImpactHQ, which specializes in helping women turn their speaking businesses into 7-figure cash machines. He’s awesome because he thinks that the biggest force for change in the world is a financially empowered woman. And, like me, he believes that personal growth is the most important ingredient to success — especially for women, who have to work extra hard in this male-dominated industry. He came on my podcast to teach you how to drop credibility bombs and the importance of knowing your worth — all of which can double (or triple) your revenue and draw countless more clients.

Tune in to hear us talk about:

How to separate yourself in a sea of sameness
Why your message should be something your soul can get behind
How to make your messaging super easy to understand for your clients
How to get good at talking about your credibility
Why business puts women in their masculine and feminine — and how to tap into both

Connect with Mark Grainger

Website: https://bigimpacthq.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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 100: Real Stories Behind My Success

Wed, 14 Dec 2022 05:01:00 -0000

For my 100th episode, I decided to flip the script… and reveal the real stories behind my success. And I thought there’d be no one better to interview me than Lisa Chastain. Lisa is one of my big FEMM success stories (she went from $-300/m to multiple 6 figures) and is now the head coach of my Revenue Accelerator Program and most importantly has become one of my closest friends. Also, she is an incredibly talented money coach, who is making a huge impact on the world.

On this special episode, Lisa asked the deep questions to get to the heart of my success and my challenges…relating to my childhood, my relationship with money and everyday stories as a mom, a wife, and entrepreneur.

Success is never linear (mine sure wasn’t!), so I devoted my 100th episode to discussing the ups and downs that got me where I am today.

Tune in to hear me and Lisa talk about:

How my childhood dictates how I run my business and my family
Meeting my husband, who has stuck by me through everything
Navigating motherhood, business, family, and finances
How I balance my mission — helping women improve their lives — with my personal life

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

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 099 Use Philanthropy To Build Your Business with Vivian Glyck

Wed, 07 Dec 2022 05:01:00 -0000

Vivian Glyck is a thought leader who founded Just Like My Child, a foundation that promotes the health and education of girls in Africa. Her background is in global health and she works to help speakers and business people in the healthcare industry build their platforms. Vivian is a strong believer that giving your clients an opportunity to be generous will transform your relationship with them… and she can teach you how to do that. In this episode, Vivian explains how you can strengthen your business, build relationships, and help the world — all at once.

Listen to this podcast episode to hear us discuss:

How to use philanthropy to build goodwill with your clients
Finding causes to support with your clients
How giving back adds to your value (as opposed to minimizing it)
How to use your contacts, your drive, and your generosity to leave a legacy
Donating in a sustainable way

Connect with Vivian Glyck

Website: justmychild.org

Facebook: https://www.facebook.com/justlikemychildfoundation

YouTube: https://www.youtube.com/user/justlikemychild

Twitter: https://twitter.com/justlikemychild

Instagram: https://www.instagram.com/justlikemychild/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 098 Eliminate Your Negative Beliefs with Shelly Lefkoe

Wed, 30 Nov 2022 05:01:00 -0000

Shelly Lefkoe is co-founder of the LefKoe Institute, a San Francisco Bay Area firm whose mission is to significantly improve the quality of life on the planet. She has devoted her life to helping people eliminate negative emotional patterns. She’s incredibly empathetic, and is knowledgeable enough to teach you and your clients how to unlearn the negative beliefs that are preventing you from achieving your full potential.

She came on my podcast and worked with me (on my negative beliefs) to demonstrate how you too can improve your practice by eliminating your negative thoughts — and, in the process, taught me how to identify and destroy my own fears.

Tune into my podcast to listen to us discuss:

The #1 belief holding me back and probably holding you back too
How getting rid of your negative self-esteem beliefs will positively impact your practice
The importance of being honest and authentic to who you are for your clients
How your reality is directly determined by beliefs about yourself
How you can teach your your clients to squash fears of being incapable

Connect with Shelly Lefkoe

Website: https://www.mortylefkoe.com

Facebook: https://www.facebook.com/LefkoeInstitute/

LinkedIn: https://www.linkedin.com/company/lefkoe-institute

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 097 Grow Your Sustainable Business with Susie Carder

Wed, 23 Nov 2022 05:01:00 -0000

Susie Carder wrote the book on profiting — literally. She’s a profit coach, podcaster, and author of the bestselling book Power Your Profit. It’s her job to tell you how you and your clients can monetize your business and live your dream. She came on my podcast to explain how you can help your clients grow a sustainable business and gain financial freedom, all while doing both those things yourself.

Tune into my podcast to hear us discuss:

How you can help your clients stop wasting time
Why it’s so important to tap into your analytical side
How to judge potential clients using their free cash flow
How you can identify your personal budget and business budget

Connect with Susie Carder

Website: https://susiecarder.com

Facebook: https://www.facebook.com/SusieCarder/

LinkedIn: https://www.linkedin.com/in/susiecarder/

Twitter: https://twitter.com/susiecarder

Instagram: https://www.instagram.com/SusieCarder/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 096 How Working On Yourself Gets Clients with Don Hilario

Wed, 16 Nov 2022 05:01:00 -0000

Don Hilario is not only running a solo CFP practice, raising two daughters, and competing as an Ironman triathlon athlete — he’s also actively working on himself so that he can bring authenticity, kindness, and laughter to his clients. He came on my podcast to talk about the steps he takes, from exercise to journaling to meditation, to be the best, most authentic version of himself for his clients.

Tune into my podcast to hear us discuss:

How you can use your morning to prepare for your day
How taking care of yourself can help your clients
Finding motivation within the industry
The importance of bringing laughter and happiness to your clients

Connect with Don Hilario

Website: https://www.hilpanmoxiewm.com

LinkedIn: https://www.linkedin.com/in/donhilario/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 095 Improve Your EQ (And Your Practice!) with Ellen Rogin

Wed, 09 Nov 2022 05:01:00 -0000

Ellen Rogin is a TEDx presenter, businesswoman, and consultant whose work has been quoted in the New York Times, Money, Time, Forbes, and the Huffington Post. This superwoman is the author of a bestselling novel and is a pro at using her EQ (emotional intelligence) and mindset to improve her practice. She came on my podcast to explain how you can use your intuition to grow your practice by prioritizing your “mental hygiene.”

Tune into my podcast to hear us discuss:

Why it’s important for you to find contemplative practices
How you can beat your fear of judgment
Why bettering yourself will bring success to your practice
The secret to using visualization to grow your business

Connect with Ellen Rogin

Website: https://www.ellenrogin.com

Facebook: https://www.facebook.com/AbundanceActivist

LinkedIn: https://www.linkedin.com/in/ellenrogin

Twitter: https://twitter.com/ellenrogin

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 094 How to Find (and Clone!) Your Ideal Client

Wed, 02 Nov 2022 04:01:00 -0000

There’s no way to grow your ideal business without having ideal clients, so attracting ideal clients is THE key to building the business and the life that you want. On this week’s episode of Growing Your Financial Business… The Woman’s Way, I did a solo episode discussing how to have a winning mindset and strategy for finding the ideal client, and how to say NO to clients who don’t fit your business.

Tune in to hear me talk about:

How to walk the line between niching and repelling the wrong people
Why simplifying your business is so effective and absolutely necessary for growth
Why having more clients isn’t always better and often sabotages your success
How to pinpoint characteristics that make a great client, so you can find them
Strategies for using compelling messaging to attract ideal clients

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 093 Elevating Your Work, Wealth and Well-Being with Stephanie Bogan

Wed, 19 Oct 2022 04:01:00 -0000

Stephanie Bogan cares about work-life balance. Born in a trailer park, she craved financial stability but didn’t want to sacrifice her quality of life, so she founded Limitless Advisor Coaching to help advisors build both the practice and the life they love. She’s been named in Industry Influential, spoken at nearly every major conference, and remains a highly sought after speaker, strategist, and coach. I had Stephanie on my podcast, Growing Your Financial Business… the Women’s Way to discuss:

The importance of finding clients who respect you and your process
Why your mindset is key to your success
How to make confidence your default headspace
Why it’s important to your clients that you are in a positive state

Connect with Stephanie Bogan

Website: https://limitlessfa.life

LinkedIn: https://www.linkedin.com/company/limitless-adviser/

Facebook: https://www.facebook.com/limitlessadviser/

Twitter: https://twitter.com/steph_bogan?lang=en

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 092 Manifest Your Way to Success with Natalie Ledwell

Wed, 12 Oct 2022 04:01:00 -0000

Natalie Ledwell is an entrepreneur, manifester, and… my former mastermind roommate! She's a co-host of the cable TV show Wake Up! and founder of Mind Movies, a revolutionary online personal development company that has reached over 10 million people worldwide. Mind Movies was founded in an effort to help you visualize and achieve the future you want. After listening to our conversation, you’ll be infinitely more confident in your ability to create the life you deserve to have.

Natalie came on my podcast, Growing Your Financial Business… The Woman’s Way, to discuss how you can:

Manifest what you want for your business
Use personal development, mindset, and manifestation to bring success
Attract the right clients and colleagues
Use digital marketing as a financial advisor

Connect with Natalie Ledwell

Website: https://natalieledwell.com/

Book: https://www.amazon.com/Never-Your-Wildest-Dreams-Transformational/dp/0982985061

Facebook: https://www.facebook.com/natalieledwell1

Youtube: https://www.youtube.com/channel/UC9XZ_a8dQONHySkjE251N9w

Podcast: https://www.mindmovies.com/podcast/subscribe

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 091 How to Best Help People Who’ve Experienced Loss with Sherry Walling

Wed, 05 Oct 2022 04:01:00 -0000

Dr. Sherry Walling is a clinical psychologist, speaker, podcaster, author and mental health advocate. The psychologist behind ZenFounder, she provides mental health resources to entrepreneurs and leaders grappling with grief. She’s incredibly wise, and can teach you how to support yourself and your clients during difficult times. She’s a strong support system and a caring friend to those dealing with loss — and after speaking with her, I feel better equipped to do the same.

I had Sherry on my podcast, Growing Your Financial Business… The Woman’s Way to discuss:

How you can stop grief from affecting your financial stability
The importance of holding difficult conversations surrounding loss
How you can take your client’s mind off money in difficult times
Making grief less scary
Using loss to fuel the rest of your life

Connect with Sherry Walling

Website: https://www.sherrywalling.com

LinkedIn: https://www.linkedin.com/in/sherry-walling-phd/

Facebook: https://www.facebook.com/zenfounderpodcast/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 090 Market Your Way To Success with Amy Christie & Jessica Gleim

Wed, 28 Sep 2022 04:01:00 -0000

Amy Christie and Jessica Gleim are social media ad experts, co-founders of seven-figure marketing agency Flairst, and perhaps most impressively… successful working moms! They came on my podcast to share how people like me, who don’t have product-based businesses, can still use the idea of paid advertising without spending a penny. As a working mom myself, I was so excited to pick the brains of these hardworking ladies and learn a thing or two about how they made their business so profitable, all while juggling motherhood.

Listen to Growing Your Financial Business… The Woman’s Way to hear me, Amy, and Jessica talk about:

How to attract “sticky” clients using your natural abilities as a woman
Changes with advertising in a privacy-conscious world — and what you can learn from it even if you don’t advertise
Why women tend to undercharge for their services — and how to stop that nonsense!
Making your brand known through “customer-centric content” — even if you have strict compliance

Connect with Amy Christie and Jessica Gleim

Website: https://www.flairst.com

Instagram: https://www.instagram.com/flairstco/

Facebook: https://www.facebook.com/FlairstCo

LinkedIn: https://www.linkedin.com/company/flairst/

Youtube: https://www.youtube.com/channel/UCwzp6ht9HXPZwdrUIT7cHPg

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 089 The Uphill Battle for Women In Finance with Barbara Provost and Maggie Nielsen

Wed, 21 Sep 2022 04:01:00 -0000

EP 089: The Uphill Battle for Women In Finance with Barbara Provost and Maggie Nielsen

I love Barbara Provost and Maggie Nielsen not only because they’re a dynamic mother-daughter duo, but because of their commitment to helping women in finance. These ladies run Purse Strings, an organization that helps women achieve financial literacy by matching them with the right financial professionals. They came on my podcast, Growing Your Financial Business… The Women’s Way, to discuss the setbacks women face in the industry and how we can overcome them.

Tune in to hear Barbara, Maggie, and I discuss:

How you can help increase the footprint of women in the industry
What the pink tax is and how to overcome it
Why a man is NOT a plan
Why you shouldn’t help everyone

Connect with Barbara Provost and Maggie Nielsen

Website: https://pursestrings.co/about-us/

Instagram: https://www.instagram.com/pursestringsco/

Facebook: https://www.facebook.com/pursestringsco/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 088 How We Entrepreneurs are Changing the World with Alex Charfen

Wed, 14 Sep 2022 04:01:00 -0000

Alex Charfen understands entrepreneurs. As a talented business advisor, he’s come to the rescue of countless business owners… including myself, when I met him at a mastermind and immediately begged him to share his wisdom!

The co-founder and CEO of Simple Operations, Alex created the Entrepreneurial Personality Type to explain the ambition and drive we all have. And he’s confident that we can change the world! I was so excited to reconnect with him on my podcast and learn a bit more about how we, as financial professionals, can use our passion and drive to make the world a better place — all while growing our businesses.

I had Alex on my podcast to share some advice on business growth and creating change, including:

How being awkward led Alex to massive success
How Alex saved me from almost imploding my business
The importance of our role as entrepreneurs in contributing to society
What the Entrepreneurial Personality Type is, and whether you’re truly meant to be one

Connect with Alex Charfen

Website: https://simpleoperations.com/

Book: https://www.charfen.com/eptbook/

Facebook: https://www.facebook.com/charfen

LinkedIn: https://www.linkedin.com/in/alexcharfen/

Podcast: https://podcasts.apple.com/us/podcast/momentum-for-the-entrepreneurial-personality-type-ept/id1263149459

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 087 Beat inflation with Nancy Davis

Wed, 07 Sep 2022 04:01:00 -0000

Nancy Davis is a portfolio manager and investment advisor who started her career at Goldman Sachs and has since become an industry leader, with Barron’s naming her one of the 100 Most Influential Women in U.S. Finance.

Let me just say this: Nancy… is… SMART. If you want more knowledge about inflation rates, fixed income investments and even financial derivatives, then listen in. Admittedly, I didn’t understand 100% of our conversation, but I do feel a little bit smarter after having it ;). Hearing her perspective and wealth of information will definitely allow you to bring more value to your clients.

Nancy came on the podcast to share some of the wisdom she’s accumulated during her many years as an investor and advisor. We touched on:

Why exchange-traded funds (ETFs) are great investments
How to construct a balanced portfolio (truly balanced)
Why it’s so important to view inflation as part of asset allocation
What the future holds as the Fed increases rates

Connect with Nancy Davis

Websites: https://www.ivoletf.com/

LinkedIn: https://www.linkedin.com/in/nancyquadratic

Twitter: https://twitter.com/nancy__davis

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 086 Ignite Your Potential with Simon Bailey

Wed, 31 Aug 2022 04:01:00 -0000

Simon T. Bailey is a keynote speaker, a success coach, an author, television host, and philanthropist whose purpose in life is to “help you discover your brilliance.” With his more than 30 years of experience, he has worked with over 2,000 companies in 50 different countries. He has helped countless people find their spark, and he’ll help you find yours too. His book, Ignite the Power of WOMEN in Your Life: A Guide for Men, inspires men to show up for the women in their lives.

Simon and I had a heartfelt conversation about how men and women can effectively communicate with each other from a place of compassion. We talked about:

Improving your listening skills
Understanding learning styles
How to better connect with your partner
How to personalize clients’ experiences as a financial advisor
Attracting the right clients

Check out Simon T. Bailey on social media!

Connect with Simon T. Bailey

Websites: https://simontbailey.com

LinkedIn: https://www.linkedin.com/in/simontbailey/

Instagram: https://www.instagram.com/simontbailey/

Facebook: https://www.facebook.com/BrilliantSimonT

Twitter: https://twitter.com/simontbailey

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 085 Setting Boundaries and Saving Time with Heather Fortner

Wed, 24 Aug 2022 04:01:00 -0000

Heather Fortner is the CEO of SignatureFD, where she defines wealth as the accumulation of more and worth as the achievement of better. SignatureFD is all about helping their clients achieve wealth beyond money. Heather is on a mission to help everyone by creating a personalized approach to wealth management. She excels at creating inspiring client experiences and leading people to live happy lives on all levels.

Hearing about Heather’s leadership style was a breath of fresh air. She told me all about:

Finding your purpose
The importance of good communication
How to improve your EQ
How men can support women in their organizations
The meaning of Net Worthwhile

Find Heather online!

Connect with Heather Fortner

Websites: https://signaturefd.com

LinkedIn: https://www.linkedin.com/in/heatherfortner/

Twitter: https://twitter.com/heatherrfortner

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 084 What You Need to Know About Going Independent with Penny Phillips

Wed, 17 Aug 2022 04:01:00 -0000

Penny Phillips helps financial advisors find new ways to thrive. She has spent most of her career coaching and consulting financial advisors, business owners, and wealth management institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. And of course, she’s an advocate for women’s empowerment in financial services.

Hearing about Penny’s work at Journey was truly fascinating. We covered:

The decision to go independent
How to spend more time on money-making activities
Running your business under Journey
Acting proactively in your business
The benefits of being W2

Check out Amanda on social media!

Connect with Penny Phillips

Websites: https://journeyswadvisor.com/who-we-are/penny-phillips/

LinkedIn: https://www.linkedin.com/in/pennyaphillips/

Twitter: https://twitter.com/ThrivosLLC

YouTube: https://www.youtube.com/channel/UCWVDdtyWwj61yKLm0unERjw

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Twitter: https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwikxfz5_M34AhVSIn0KHQzzBYkQFnoECAIQAQ&url=https%3A%2F%2Ftwitter.com%2Fresolver&usg=AOvVaw1ulZICvdjTyARm4M_Ncb6V

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 083 The Risks You Must Take to Expand Your Business with Amanda Cohen

Wed, 10 Aug 2022 04:01:00 -0000

Amanda Cohen has devoted her life to better understanding the threats modern businesses face. As the director of governance, risk and compliance products at Resolver, the worldwide leader in risk and security management software, she’s reimagining the way over 5000 of the world’s largest organizations think about their relationship to risk. Her deep understanding of risk assessment offers invaluable insight for female financial advisors.

My conversation with Amanda was incredibly informative. We talked about:

How to evaluate risk at every point in your business
Prioritizing your most important goals
The importance of taking strategic risk
Why you need to work with ideal clients
The necessity of target-marketing

Check out Amanda on social media!

Connect with Amanda Cohen

Websites: https://www.resolver.com

LinkedIn: https://www.linkedin.com/in/amanda-cohen-0b4b81a6/?originalSubdomain=ca

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Book: https://www.amazon.com/Liz-Davidson/e/B019PGJ6YA%3Fref=dbs_a_mng_rwt_scns_share

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 082 Prove Your Critics Wrong with Liz Davidson

Wed, 03 Aug 2022 04:01:00 -0000

Liz Davidson began her career in financial education by running personal finance seminars in the late ‘90s, while running a hedge fund at the same time. When she finally decided to start working on her passion full-time, she created Financial Finesse, Inc., the leading provider of unbiased financial education to corporations, municipalities, and credit unions nationwide. She has found both fulfillment and immense success in financial wellness, as 12,000 organizations work with her company today.

I loved interviewing Liz. Our conversation was fun, and really eye-opening. We covered:

The need for financial education (even for the highly successful)
How to use your hardships as inspiration
What women can do to help other women in the industry
The importance of pursuing your passion
The benefits of consistent financial wellness programs

If you want to learn more about Liz or Financial Finesse, find her online!

Connect with Liz Davidson

Websites: https://www.financialfinesse.com

LinkedIn: https://www.linkedin.com/in/lizdavidsonff

Twitter: https://twitter.com/lizdavidsonff

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

https://www.linkedin.com/company/centercapgroup/

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 081 Take Five and Move On with Deborah Smith

Wed, 27 Jul 2022 04:01:00 -0000

Deb Smith is co-founder and CEO of The CenterCap Group – the ONLY female-founded investment bank focused solely on real estate. At Center Cap, she heads the firm’s strategic consulting and M&A execution practices. Prior to founding Center Cap, Deb was a senior managing director of CB Richard Ellis, with $40 billion AUM. Connect CRE selected Deb as a 2021 winner of their Annual Women in Real Estate awards.

I had Deb on the podcast this week to share what advice she has from such an impressive (and self-made) career. We discussed:

Letting go of negativity
Setting high expectations
Why confidence is key to success
The importance of educators
How long-term planning can be detrimental

Did you find Deb’s advice as inspiring as I did? Find more on her social media!

Connect with Deborah Smith

Websites:http://www.centercapgroup.com

LinkedIn: https://www.linkedin.com/in/deborah-smith-centercap/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

https://theknewmethod.com

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 080 Heal Your Body and Your Business with Dr. Efrat LaMandre

Wed, 20 Jul 2022 04:01:00 -0000

Dr. E is a family nurse practitioner, a PhD holder in integrative medicine, and a medical entrepreneur. She is the founder of EG Healthcare, Hawk Scribes, and the KNEW Method, as well as a consultant for nurse practitioners looking to create their own practices. Her book, It’s Not in Your Head, empowers readers to identify and treat the issues that diminish their energy and quality of life. Her podcast, The Knew Method, offers science-based ways to improve their overall lifestyle and health.

I had Dr. E on the podcast this week to talk about how your health could be affecting your business. We covered:

The importance of an anti-inflammatory diet
Intermittent fasting
Why good sleep is essential
Finding time for self-care as a business-owner
Adjusting to a lifestyle change

Like hearing Dr. E’s advice? Follow her on social media!

Connect with Dr. Efrat LaMandre

Websites: https://efratlamandre.com

https://eghealthcare.net

https://hawkscribes.com

https://egprep.com

Facebook: https://www.facebook.com/efratlamandre/

LinkedIn: https://www.linkedin.com/in/efratlamandre/?original_referer=https%3A%2F%2Fefratlamandre.com%2F

Instagram: https://www.instagram.com/theknewmethod/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 079 Bring the Feminine into Sales with Clare Cui

Wed, 13 Jul 2022 04:01:00 -0000

Clare Cui is an international sales expert, trainer, and speaker who has led multi seven-figure sales teams to close over $11 million in high ticket sales.

With experience in leading and consulting teams for entrepreneurs such as Lisa Nichols, Rachel Bell, and Sage Lavine, Clare is an expert in teaching online coaches and service providers how to convert high ticket sales without pushing or convincing. Clare teaches coaches how to have a permission based sales conversation by empowering coaches to confidently stand in their highest value.

Clare joined me on this week’s episode to talk about how women can use their unique femininity in their sales processes. We talked about:

Clare’s health journey (after having been sold the wrong product for her)
Questioning what society tells you to want
Why sales practices need to change
Practicing curiosity
Women supporting women

If Clare’s story and work interest you, check her out on social media!

Connect with Clare Cui

Website: https://www.closesalesconsistently.com

LinkedIn: https://www.linkedin.com/in/clare-cui-b9995555/

Instagram: https://instagram.com/clare_cui?igshid=YmMyMTA2M2Y=

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 078 How to Grow Your Business through Hypnosis with Grace Smith

Wed, 06 Jul 2022 04:01:00 -0000

After seeing the power that hypnotherapy had in her own life, Grace Smith set out on a mission to bring hypnotherapy into the mainstream. Grace founded Grace Space Hypnosis to do just that. Grace is the world’s #1 provider of hypnosis education, products and services. In 2020, Grace Space Hypnosis made the Inc 5000 list of fastest growing companies. Grace is also the founder of Grace Method Certification School, a world-class certification program. Her private clients include Fortune 500 CEOs, A-list celebrities, Olympic athletes and government officials. She is a Wall Street Journal best-selling author.

I had Grace on the podcast this week to share how hypnotherapy can improve your life and your business. We dove into:

The science of hypnosis
Differences between hypnotherapy and meditation
How insecurities impact our actions
Why you might need more than willpower to achieve your goals
Practicing self-care as an ambitious leader

If you want to follow Grace (or try hypnotherapy for yourself), check her out on social media!

Connect with Grace Smith

Website: https://getgrace.com

Facebook: https://www.facebook.com/GraceSmithTV/

LinkedIn: https://www.linkedin.com/in/gracesmithtv/

Instagram: https://instagram.com/gracesmithtv?igshid=YmMyMTA2M2Y=

Twitter: https://twitter.com/gracesmithtv?s=21&t=QkfmWUtfNtsogwp4AZ32bQ

YouTube: https://www.youtube.com/GraceSmithTV

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP077 Informed Employees are Quality Employees with Tiffany Grant

Wed, 29 Jun 2022 04:01:00 -0000

Tiffany Grant is the creator and host of the Money Talk With Tiff podcast. Tiffany holds an MBA, AFC, and SHRM-CP. After a successful career in HR, she decided to turn her attention to her main passion: helping others achieve financial literacy. She founded her podcast, began running a finance blog, and started leading workshops to help others reach their financial goals.

Tiffany came on the podcast to talk about how financial advisors like you can work with HR departments. We went over:

Explaining benefits
Workshop training
Employee disgruntlement
Pitching yourself to HR
How financial wellness affects productivity

If you want more of Tiffany’s great advice, check her out on social media!

Connect with Tiffany Grant

Website: https://www.moneytalkwitht.com

Facebook: https://www.facebook.com/moneytalkwithT/

LinkedIn: https://www.linkedin.com/in/mollygimmel/

Instagram: https://instagram.com/moneytalkwitht?igshid=YmMyMTA2M2Y=

Twitter: https://twitter.com/moneytalkwitht?s=21&t=aTpm31PvGTzvgHBBlvwDmg

YouTube: https://twitter.com/moneytalkwitht?s=21&t=aTpm31PvGTzvgHBBlvwDmg

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 076 Think like a Leader with Molly Gimmel

Wed, 22 Jun 2022 04:01:00 -0000

Molly Gimmel is the co-founder and CEO of the government contracting firm, Design to Delivery, Inc. D2DInc has been honored four times on the Inc. 5000 list of fastest growing privately held companies in the US—from 2014 through 2017. She is a member of the National Association of Women Business Owners (NAWBO) where she served on its National Board of Directors for six years. She serves as a delegate on the US delegation to the W20—the G20 working group focused on women’s issues, while also serving on the Board of the Women in Business Initiative for George Mason University. She is the author of Master Your Mindset: How Women Leaders Step Up and founder of the Vellamo Leadership Institute, an organization dedicated to educating and supporting young female leaders.

I had Molly on the podcast to talk about the importance of mastering your mindset as a woman in leadership. We covered:

Why women need to help other women
Authentic leadership
Dealing with imposter syndrome
Mastering your mental chatter

Keep up with Molly and me on social media!

Connect with Molly Gimmel

Website: https://mollygimmel.com

Facebook: https://www.facebook.com/mollygimmel

LinkedIn: https://www.linkedin.com/in/mollygimmel/

Instagram: https://www.facebook.com/mollygimmel

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP075 How to Grow a Multi-Generational Practice with Yanely Espinal

Wed, 15 Jun 2022 04:01:00 -0000

Yanely Espinal is an enthusiastic financial educator. She is the creator of the ultra-successful YouTube channel, MissBeHelpful, and is the director of educational outreach at Next Gen Personal Finance. She is dedicated to creating financial literacy and personal finance courses, for all students to have access to.

I had Yanely on the podcast to tell me about the importance of working with kids as a financial advisor, and exactly how to do that. She went over:

Why to include children in financial advising
The importance of learning finance by doing
Strategies to get kids involved
Forming relationships with the whole client family
Unique strengths as female advisors

Yanely has wonderful financial resources for kids and adults. Find them on her social media:

Connect with Yanely Espinal

Website: https://www.missbehelpful.com

Twitter: https://twitter.com/missbehelpful?s=21&t=1u0zvRe6fdgaSxduY-O2WQ

Facebook: https://www.facebook.com/yanely.espinal.missbehelpful

LinkedIn: https://www.linkedin.com/in/yanely-espinal-missbehelpful/

Instagram: https://instagram.com/missbehelpful?utm_medium=copy_link

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

https://merrydissonancepress.com

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 074 Embracing Vulnerability with Donna Mazzitelli

Wed, 08 Jun 2022 04:01:00 -0000

Donna Mazzitelli is an award-winning writing coach, editor, and publisher. She founded the writing coaching service, Writing with Donna, and publishing house, Merry Dissonance Press. Her memoir, Mosaic Heart: Pieces of an Unfinished Life, came out this February. She is passionate about helping writers connect to their true voice, and expressing themselves from the heart.

My conversation with Donna was emotionally intense and full of really valuable insights for improving our mindsets. We talked about:

Accepting difficult life events that are out of our control
Leading a business with compassion
Embracing femininity, even in a male-dominated field
The importance of loving yourself in achieving success

Did you find Donna’s story and work as moving as I did? Check out her book and other projects on social media!

Connect with Donna Mazzitelli

Websites: https://www.writingwithdonna.com

Facebook: https://www.facebook.com/writingwithdonna/

Instagram: https://instagram.com/donna_mazzitelli?utm_medium=copy_link

LinkedIn: https://www.linkedin.com/in/donnamazzitelli/

Book: https://www.amazon.com/Mosaic-Heart-Pieces-Unfinished-Life/dp/1939919665

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 073 Creating Long-Term Growth with Anne Spinks

Wed, 01 Jun 2022 04:01:00 -0000

After spending 39 years as a financial advisor, Anne Spinks is a true veteran of the industry. As the owner of Nevotti Spinks Asset Management, Anne dedicates herself to guiding clients to make financial decisions that better their quality of life. I interviewed Anne for the podcast to learn what she did to create a thriving business that has proven itself capable of standing the test of time.

Anne and I discussed:

The value of hiring staff
Why we need spaces for women in the industry
The importance of using technology
How to plan for the future of your business

If you want to learn more from Anne, check her out online!

Connect with Anne Spinks

Website: https://nevottispinks.com

Facebook: https://www.facebook.com/anne.n.spinks

LinkedIn: https://www.linkedin.com/in/nevottispinks/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Facebook: https://www.facebook.com/Wilcoxfinancialgroup/posts/nicholle-overkamp-mba-of-wilcox-financial-group-llc-williamsville-ny-finding-the/1720836151340626/

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 072 Taking Major Action with Nicholle Overkamp

Wed, 25 May 2022 04:01:00 -0000

Nicholle Overkamp is a good friend of mine, and she’s also awesome at her work in the financial industry. She’s the CEO and founder of Wilcox Financial Group, LLC., the CEO and founder of PowHERhouse Money Coaching, AND the bestselling author of Money Bitch. Since working with me in 2017, Nicholle has tripled her revenue, and her business ventures and clients are truly thriving. I had her on the podcast this week to tell you about her incredible story and tips to achieve success in your business like hers.

In addition to some much-needed catching up, Nicholle and I talked about:

Growing in the face of adversity and trauma
Choosing your priorities
Attracting clients
Dealing with compliance
Charging what you deserve

If you’re as inspired by Nicholle’s journey as I am, keep up with her on social media!

Connect with Nicholle Overkamp

Websites: https://www.wilcoxfinancialgroup.com/team/nicholle-overkamp-mba

Instagram: https://instagram.com/nicover17?utm_medium=copy_link

LinkedIn: https://www.linkedin.com/in/nicholleoverkamp/

Book: https://www.amazon.com/Money-Bitch-No-BS-financial-future/dp/1791873715

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 071 How to Get Quality Prospects the RIGHT way

Wed, 18 May 2022 04:01:00 -0000

When I started out as a financial advisor, I worked hard to get leads. But the industry strategies I learned were awkward and ineffective. I don’t want you to deal with the same struggles that I did. That’s why I’m taking this episode to give you ideas about new ways to get leads that are free, painless, and will give you the business prospects you want.

I’ll tell you all about:

My experiences working my warm market
Paying for leads
Selling your cold market
My book interview strategy
Improving my mindset

Check out my community on social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Twitter: https://twitter.com/mandiwoodruff?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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

EP 070 Put Your Brand Out There with Mandi Woodruff-Santos

Wed, 11 May 2022 04:01:00 -0000

Mandi Woodruff-Santos is an inclusive wealth-building advocate, career coach, and the co-host of popular podcast, Brown Ambition. She contributes finance and career advice to The New York Times, Yahoo News, CNBC, CNN, Business Insider, Essence, Teen Vogue, US News and World Report, and more. Her work covers the intersections of race, career, and wealth-building. Her business, MandiMoney Media, LLC., offers content consulting services and partners with brands to educate women about finances and career.

Mandi and I have really similar business philosophies. I loved talking to her about:

The importance of creating a unique brand
Listening to your clients
Supporting other women’s success
Personal storytelling
Building a business community

Do you connect with Mandi’s mission of inclusivity? Find her on social media to become a part of it!

Connect with Mandi Woodruff-Santos

Websites: https://www.mandimoney.com

Facebook: https://www.facebook.com/mandimoney

Instagram: https://instagram.com/mandimoney?utm_medium=copy_link

LinkedIn: https://www.linkedin.com/in/mandiwoodruff/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 069 Women are Counting on YOU to Step Up

Wed, 04 May 2022 04:01:00 -0000

I want more women to be financial advisors. Not just for the women in the industry, but for the women seeking help with their finances. That’s why I’m taking this week to reflect on the importance of working with the people who really need you. When you’re thinking about who to conduct your business with, I hope you prioritize women.

I’ll tell you all about:

My experiences working my warm market
Paying for leads
Selling your cold market
My book interview strategy
Improving my mindset

Check out my community on social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

http://www.shannonmclay.com/about

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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

EP 068 Serve the Client You Want with Shannon McLay

Wed, 27 Apr 2022 04:01:00 -0000

Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn’t for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have in assets. With virtual options and locations across the country, Shannon’s work has truly created a new way of financial advising.

Shannon’s business model and industry experiences were truly fascinating. We talked about:

How to make financial services more accessible
Getting more women into the industry
The Financial Gym’s program for financial trainers
Working with the right client for yourself
Providing the right service for your individual client

Did Shannon’s beliefs and experiences resonate with you? Connect on social media to learn more about her and The Financial Gym!

Connect with Shannon McLay

Websites: https://financialgym.com/our-founders-story

Instagram: https://instagram.com/theshannonmclay?utm_medium=copy_link

Twitter: https://twitter.com/theshannonmclay?lang=en

LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/

Podcast: https://martinisandyourmoney.com/about

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 067 Upping Your AUM

Wed, 20 Apr 2022 04:01:00 -0000

When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips to get your AUM way up.

I’ll tell you about:

Effective goal setting
Turning potential clients away
Doing the money math
Getting the right clients

Like my advice? Get more on my social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Schedule one-on-one call: https://femalefinancialadvisors.com/call

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

EP 066 How to Get COIs to Refer like Crazy with Michelle Donovan

Wed, 13 Apr 2022 04:01:00 -0000

Michelle R. Donovan is the owner of Productivity Uncorked, a coaching service dedicated to helping financial professionals get referrals and maximize their productivity. She and her team have found unique methods to ensure that their clients create relationships with centers of influence that offer them opportunities to both receive and share new business.

Michelle had some really helpful tips for how to sustainably create new business relationships. We talked about:

Who to approach as a center of influence
Ways to build and maintain relationships with COIs
Organic ways to get referrals
Becoming an expert for your ideal clients

Want to learn more about how to build up relationships with COIs? Check out Productivity Uncorked, and Michelle’s social media!

Connect with Michelle Donovan

Website: https://productivityuncorked.com

Twitter: https://twitter.com/referability

Facebook: https://www.facebook.com/michelle.r.donovan

LinkedIn: https://www.linkedin.com/in/michellerdonovan/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 065 The Commitment Confidence Test

Wed, 06 Apr 2022 04:01:00 -0000

This week on Growing Your Financial Business…The Woman’s Way, I’m getting deep into the details. I’m going to teach you about a tried and true method for figuring out the gaps in your potential client’s life: the commitment confidence test. That way, you can learn within that first conversation how to help them get from where they are right now, to where they want to be.

In this episode, I explain:

How to learn a client’s commitment to achieving their goals
How to learn a client’s confidence in achieving their goals
How to find out what is holding them back
How to help once you see the gaps
How to apply this “Gap hack” to your own life

Want to learn more of my strategies for your business? I’ve got plenty of advice on social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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

EP 064 Get a “Boatload” of Referrals — Without Feeling Awkward with Chad Durfee

Wed, 30 Mar 2022 04:01:00 -0000

Chad Durfee is the creator of Referral Accelerator Mastery Program (R.A.M.P), a coaching service that helps high-ticket sales professionals maximize their ability to get referred to new business. His background is in behavioral and social psychology, which gives Chad a unique approach to referrals that leans into human nature and impulses, instead of making clients and professionals alike uncomfortable.

Chad gave me some really helpful tips to follow for getting referrals. We covered:

The psychology behind giving referrals
The problems with the referral structure in the financial industry
How to make the client actually want to refer you
How Chad structures his referral system

Are you ready to get the most out of referrals? Connect on social media to learn more about Chad’s system, or better yet, get on his calendar!

Connect with Chad Durfee

Book Your Call Here: https://referralwave.com/rc

Websites: https://referralwave.com/

Instagram: https://instagram.com/chaddurfee?utm_medium=copy_link

LinkedIn: https://www.linkedin.com/in/referralconsultinginc/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 063 Fight for What You Believe In

Wed, 23 Mar 2022 04:01:00 -0000

In honor of Women’s History Month, I’m calling on YOU to stand up for yourself. It’s no secret that financial advising is an industry dominated by men. I want to change that, but I need the help of other like-minded women to do so. I took this episode to give you some ideas of ways to make your voice heard in the financial industry, so you too can fight for what you believe in.

I cover:

Stepping out of your comfort zone
Why representative in finance is so important
Strategies for thinking outside the box
Dealing with compliance
What’s wrong with pre-approved materials

Does my mission resonate with you? Check out my social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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

EP 062 How to Get Higher Caliber Clients with Lisa Kerwin

Mon, 14 Mar 2022 04:01:00 -0000

Lisa Kerwin, CRPC, is a financial adviser who helps mid-career women transition to a work-optional lifestyle. As my friend and a participant in my FEMM mentorship program, Lisa has exponentially grown her business, while working with fewer clients of a higher caliber. She’s passionate about making sure that the women who partner with her have financial clarity, and have as many options as possible for what their lives can look like.

Lisa’s journey as a financial advisor is really enlightening for any women in the industry. She told me about:

Trusting in her ability to work with higher AUM
Sustainable ways to attract new business
The importance of a confident mindset
Why fewer clients is better

Does Lisa’s story and business resonate with you? Check out her social media!

Connect with Lisa Kerwin

Websites: https://www.edwardjones.com/us-en/financial-advisor/lisa-kerwin

LinkedIn: https://www.linkedin.com/in/lisarkerwin/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4wome

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 061 Is Your Business in Crisis, Like Mine?

Wed, 09 Mar 2022 05:01:00 -0000

2021 was my best revenue year to-date, and yet my business is still in crisis. I know that might sound shocking, but revenue is not the only sign of a thriving, sustainable business. This week, I reflected on the current issues I’m facing in my business-model, and how you can learn from my changes and improvements to make sure that your business is exactly where it needs to be.

I talk about:

What makes an unsustainable business-model
Why you can’t always “throw money” at a problem
How your trauma might affect your business
Making business decisions with neutrality
Creating a healthy workplace culture

Want more? Check out my social media pages!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Twitter: https://twitter.com/DineroPodcast?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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

EP 060 Gaining Cultural Competence with Jannese Torres-Rodriguez

Wed, 02 Mar 2022 05:01:00 -0000

Jannese Torres-Rodriguez has found her mission in creating financial literacy for the Latinx community. When Jannese left her high-paying 9-to-5 job, she knew she wanted a life for herself that revolved around freedom. So she learned how to blog, to create successful side-hustles (that would soon become her main hustle), and did everything she could to better her financial literacy. In the process, she became a personal finance expert, leading her to start Yo Quiero Dinero, a podcast specifically devoted to educating Latinas and people of color on finance.

Jannese has a really critical perspective for anyone working in finance to know. She touched on:

The history of BiPOC communities and the financial industry
Creating a diverse team
Working with communities of color
The importance of representation in the industry

Jannese has a social media presence that is both informative and fun — she even has her own food blog! Check her out here:

Connect with Jannese Torres-Rodriguez

Website: https://yoquierodineropodcast.com/start-here/

Instagram: https://instagram.com/yoquierodineropodcast?utm_medium=copy_link

LinkedIn: https://www.linkedin.com/in/jannese-t-974421151/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 059 The #1 Thing You Need to Know to Exceed Your Revenue Goals this Year

Wed, 23 Feb 2022 05:01:00 -0000

I came back with another solo episode this week to give you some more concrete tips on how to up your revenue. I’ll tell you about the most important thing to focus on for beating your revenue goals, and some really easy-to-follow, specific ways for you to follow through effectively. I’m giving out some real tricks of the trade this week, so I can guarantee that you don’t want to miss it.

I cover a lot in this episode, but some of the main themes are:

The most critical focus for driving revenue
How to be seen as an expert
Bettering your messaging
Who to attract
Where to look for new clients

Was this episode helpful for you? Check out (way) more of my advice on my social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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

EP 058 How to Drive More Revenue

Wed, 16 Feb 2022 05:01:00 -0000

When I found myself distracted in the middle of a tennis game last week, it got me thinking about something seemingly (but not actually) unrelated: increasing revenue for your business. In this episode, I’ll serve up some of my thoughts about how to increase your returns without totally shifting your direction. Don’t worry though: you don’t need to know much about sports for this advice to help you succeed professionally.

This episode covers:

Why you need to focus on what’s working (not what isn’t)
Understanding what’s driving action in your business
Optimizing existing strategies
Using past successes to drive your business forward

Join my community on social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Book: https://www.amazon.com/Welcome-Writers-Life-Business-Practice/dp/1632171511/ref=asc_df_1632171511/?tag=hyprod-20&linkCode=df0&hvadid=312126061109&hvpos=&hvnetw=g&hvrand=6197476117027444903&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9011698&hvtargid=pla-555129193840&psc=1

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

EP 057 Branding for the Business You Want with Paulette Perhach

Wed, 09 Feb 2022 05:01:00 -0000

Paulette Perhach started out as a journalist with no clue about the financial industry. But after the success of her article on women’s finances in Billard, “The Story of a Fuck Off Fund,” she has become an expert in financial writing. She writes for The Stacking Benjamins financial podcast, and is a contributor to New York Times, Vox, Elle, Slate, Cosmopolitan, Glamour, Marie Claire, Yoga Journal, McSweeney’s Internet Tendency, Hobart, and Vice. Her book, Welcome to the Writer’s Life, is one Poets & Writers’ “Best Books for Writers.” In addition to her own writing, she works as a writing coach.

Paulette had plenty to share with me about how important quality writing and creative work can be for women in the financial industry. She gave some great tips on:

Knowing and narrowing your audience
Creating an effective and personalized brand
Letting go of people-pleasing
Marketing to reflect what your services can offer
Writing your own book

Paulette has a really fun social media presence (that gives a great example of the type of personal branding she encourages you to implement)! Check her out here:

Connect with Paulette Perhach

Website: http://www.pauletteperhach.com

Instagram: https://instagram.com/paulettejperhach?utm_medium=copy_link

Twitter: https://twitter.com/pauletteperhach

LinkedIn: https://www.linkedin.com/in/pauletteperhach/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Book: https://www.amazon.com/Work-PAUSE-Thrive-Parenthood-Without-ebook/dp/B01M4GIUHC

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 056 Navigating Your Career, Caring for Your Family with Lisen Stromberg

Wed, 02 Feb 2022 05:01:00 -0000

Lisen Stromberg is a thought-leader on workplace culture, the future of work, and how companies can create healthy environments for their employees to thrive.

She is the CEO of Prismwork, a workplace culture and leadership consultancy committed to creating a business environment where employees don’t have to choose between their families and their work. She is the best-selling author of Work Pause Thrive: How to Pause for Parenthood Without Killing Your Career. As an independent journalist, her work was published in The New York Times, Fortune, Newsweek, and more. She has given talks at SXSW, CANNES, South by Southwest Tedx, and the Be Conference.

In this episode, Lisen and I discuss:

What traits make effective 21st century leaders
The importance (and limitations) of planning
Dividing labor in relationships
Strategies that working parents use to care for their families and careers

Lisen’s research and work is so valuable for working women. To learn more about her projects, check out her book, and connect with her on social media!

Connect with Lisen Stromberg

Website: https://www.prismwork.com

LinkedIn: https://www.linkedin.com/in/lisenstromberg/

Twitter: https://twitter.com/lisenstromberg

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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EP 055 Success is Not Linear

Wed, 26 Jan 2022 05:01:00 -0000

This week I ripped another solo episode because let’s face it: I have a lot to share with you! I’ve been reflecting a lot lately on the paths that great people take to achieve success. From business-owners to world leaders, no one who does truly great things moves in a straight line up. But personally, I think that’s a good thing. Tune in to hear why!

In this episode, I’ll talk about:

How setbacks set us up for success
The ways that the market mimics life
Updates on my 5AM Club journey
Why suffering helps us grow
Some words of encouragement from me to you

Like what I’ve got to say? Hear more from me on social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 054 Tackling Imposter Syndrome with Heather Whelpley

Wed, 19 Jan 2022 05:01:00 -0000

Heather 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 high-achieving women to slow down, believe in their worth, and speak their truth.

Heather’s speaking is really uplifting, so expect to leave this episode feeling confident and ready to speak up for yourself like never before. In our conversation, Heather and I discuss:

Our personal battles with imposter syndrome
Being confident, even when you don’t know everything
Experiencing FOMO
How being underrepresented can contribute to imposter syndrome
Tips for managing self-doubt

Inspired by this episode, and want to hear more? Check out Heather’s book, or connect with us on social media!

Connect with Heather Whelpley

Website: https://www.heatherwhelpley.com/

Facebook: https://www.facebook.com/CoachHeatherWhelpley/

LinkedIn: https://www.linkedin.com/in/heatherwhelpley/

Instagram: https://www.instagram.com/heatherwhelpley/?hl=en

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 053 I joined the 5AM Club (And here’s why)

Wed, 12 Jan 2022 05:01:00 -0000

This 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 family, and for me. So why not do it on my podcast?

In this solo episode, you’ll hear about:

The importance of taking time for yourself
Setting goals and challenges to help you grow
How slowing down can help better your business (and speed up)
Plenty of fun and relatable stories about my own family (and how much I value sleep)
How I “found the time,” even as a busy business-owner and mom of little ones.

Want to hear more? In addition to my many podcast episodes (with actual other people as guests), I have plenty to say and share on my social media!

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 052 Exceptional Strategies to Get Executive Female Clients with Tracey Bissett

Wed, 05 Jan 2022 05:01:00 -0000

These 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 specific, this episode with Tracey is worth the listen. In our conversation, we talked about:

Whether anyone can actually be “all set” financially
The best places to expand your network — effectively
What to keep in mind when speaking in front of prospects

Still want more? Follow me and Tracey on social media!

Connect with Tracey Bissett

Website: https://www.bissettfinancialfitness.com/about/

LinkedIn: https://www.linkedin.com/in/traceybissett/

Twitter: https://twitter.com/bissettfinfit

Instagram: https://www.instagram.com/bissettfinfit/?hl=en

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 051 NFTs: Everything Financial Professionals Need to Know with Lee Richter

Wed, 29 Dec 2021 05:01:00 -0000

Lee 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 it quickly moves into the mainstream, she is the best person to explain everything you need to know from the inside.

Lee’s depth of knowledge of NFTs is incredible, so you won’t want to miss out on her expert wisdom. In this episode, Lee and I dive into:

What NFTs actually are
Getting in on cryptocurrencies and NFTs early
Bouncing back from financial mistakes
Using cryptocurrencies to invest for your future

Want to learn more? Lee and I have plenty more to say on social media!

Connect with Lee Richter

Website: https://goasklee.com

Facebook: https://www.facebook.com/lee.richter

LinkedIn: https://www.linkedin.com/in/goasklee/

Twitter: https://twitter.com/richtercom?lang=en

Instagram: https://www.instagram.com/goasklee/?hl=en

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 050 Resonate with Your Energy to Grow Your Business with Kami Guildner

Wed, 22 Dec 2021 05:01:00 -0000

Kami 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 storytelling is warm and inspiring, so get your favorite self-care ritual ready and let your spirit soar. In this conversation, Kami and I discuss:

What to do when your business stagnates
Avoiding tired, formulaic strategies
Learning to speak your client’s “love language”
How to stop cycles of negativity
The best books and teachers for entrepreneurial women

Want to hear more? Kami and I both have a deep archive of podcast episodes, but we give smaller bites of wisdom on social media!

Connect with Kami Guildner

Website: https://www.kamiguildner.com/

Facebook: https://www.facebook.com/kamiguildnercoaching

LinkedIn: https://www.linkedin.com/in/kamiguildner/

Twitter: https://twitter.com/kamiguildner

Instagram: https://www.instagram.com/kamiguildner/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 049 Show Up Financially, Show Up for Your Clients and Kids with Rachel Cruze

Wed, 15 Dec 2021 05:01:00 -0000

Rachel 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 financially lead by example, including:

Teaching your kids to be financially responsible
Taking action and being intentional with your money
If it’s ever a good choice to go into debt
How to kick imposter syndrome to the curb

Want to keep up with me and Rachel? Make sure to find us on social media, and let us know what you thought about the episode!

Connect with Rachel Cruze

Twitter: https://twitter.com/rachelcruze

Instagram: https://www.instagram.com/rachelcruze/

Facebook: https://www.facebook.com/rachelramseycruze

Website: https://www.ramseysolutions.com/rachel-cruze

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 048 Become the Champion of Your Business with Lauryn Williams

Wed, 08 Dec 2021 05:01:00 -0000

If 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 their finances in exciting, innovative ways.

With her unique background as a globally competitive athlete (a frickin Olympian!!), Lauryn knows a thing or two about getting in the right mindset to reach your goals. In our conversation, we discuss:

How athletic competition translates to business acumen
Building the business you’ve always wanted
The key parts of a healthy money mindset
What it’s like to be an Olympic athlete (because wow!)

If you’re totally starstruck after listening to Lauryn like I was, then definitely follow us on social media. We want to hear your feedback!

Connect with Lauryn Williams

Website: https://www.worth-winning.com/

LinkedIn: https://www.linkedin.com/in/lauryn-williams/

Twitter: https://twitter.com/worth_winning

Instagram: https://www.instagram.com/worthwinning/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 047 Managing Your Crypto For Maximum Profit with Jason Fladlien

Wed, 01 Dec 2021 05:01:00 -0000

It’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 software space, Jason is now making educational programs and resources about cryptocurrency available for a wider audience than ever before.

If you don’t understand the hype behind crypto, or you just want to make your crypto work for you, then this is the perfect episode for you. Jason and I talk about:

Why cryptocurrency is here to stay
Whether or not you have “missed the boat”
How crypto differs from traditional investing
Strategies to get the best rates and incredible profit

For access to Jason’s upcoming event, remember to check out: femalefinancialadvisors.com/bots. And make sure to find me and Jason on social media for all the latest advice!

Connect with Jason Fladlien

Event: https://femalefinancialadvisors.com/bots

Website: https://www.rapidcrush.com/

LinkedIn: https://www.linkedin.com/in/jason-fladlien-358048b/

Facebook: https://www.facebook.com/jasonmfladlien/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 046 Advocating for Change in the Financial Industry with Pam Capalad

Wed, 24 Nov 2021 05:01:00 -0000

The 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 and has brunched with over 400 people and counting.

If you’ve ever wanted to see change in the financial industry but felt like you couldn’t do anything, then this episode is for you. In our conversation, Pam and I discuss:

Outside Business Activities and creating unique business models
The connection of race and wealth in America
Building deeper relationships with clients

For more where that came from, connect with me and Pam on social media!

Connect with Pam Capalad

Website: https://brunchandbudget.com/

Instagram: https://www.instagram.com/brunchandbudget/?hl=en

Twitter: https://twitter.com/brunchandbudget?lang=en

LinkedIn: https://www.linkedin.com/company/brunch-&-budget/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 045 How to Stop Hustling and Start Scaling Your Business with Julia Carlson

Wed, 17 Nov 2021 05:01:00 -0000

After 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 about scaling a business, she speaks from experience.

Julia is the kind of person I could talk to for hours, but in this short-and-sweet conversation, we discuss:

When and why you should expand your team
Investing in yourself to grow your business
The dangers of getting too comfortable
How to stop doing stupid sh*t

Want more from me and Julia? Make sure to connect with us on social media!

Connect with Julia Carlson

“Just Google me!”

Website: https://www.juliamcarlson.com/

Twitter: https://twitter.com/JuliaCarlson_

LinkedIn: https://www.linkedin.com/in/juliamcarlson/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 044 Attract More Money into Your Business and Your Life with Christine Teh

Wed, 10 Nov 2021 05:01:00 -0000

As 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:

Setting yourself up for a profitable business
Discovering your relationship to money
How to become more self-aware about your habits.

Want to hear more? Make sure to connect with me and Christine on social media!

Connect with Christine Teh

Website: https://www.tehfinancialcoaching.com/

Instagram: https://www.instagram.com/TehFinancialCoaching/

LinkedIn: https://www.linkedin.com/in/tehfinancialcoaching/

Facebook: https://www.facebook.com/TehFinancialCoaching/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Podcast: https://podcasts.apple.com/gb/podcast/the-entrepreneurial-success-podcast/id1440374011

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 043 Simplify Your Business to Get More Ideal Clients with Henriette Danel

Wed, 03 Nov 2021 04:01:00 -0000

Have 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 definitely demonstrates in this episode.

If you want clarity about your social media presence (and how to navigate compliance), then get ready to take notes as Henriette and I discuss:

Choosing strategies selectively and intentionally
How to use personal content to boost your business
What it means to “package” your service
What your client absolutely must understand before working with you

This episode is packed with good advice — what’s your biggest takeaway? Let me and Henriette know on our socials!

Connect with Henriette Danel

Website: https://henriettedanel.com

LinkedIn: www.linkedin.com/in/henriettedanel

Instagram: https://www.instagram.com/henriettedanel/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 042 How to Create a Winning Collaboration with Centers of Influence with Jen Hemphill

Wed, 27 Oct 2021 04:01:00 -0000

Having 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, finds her ideal clients, and offers life-changing transformation.

In this episode, Jen and I talk about:

Serving minority and vulnerable communities
Building long-lasting, collaborative relationships
Staying aligned with your mission and purpose

Interested in connecting with Jen and finding more centers of influence? Find us on social media and say hi!

Connect with Jen Hemphill

Website: https://www.jenhemphill.com

Twitter: https://twitter.com/jenhemphilll

Facebook: https://www.facebook.com/moneywithjen/

Instagram: https://www.instagram.com/jenhemphill/

Instagram (biz): https://www.instagram.com/herdineromatters/

LinkedIn: https://www.linkedin.com/in/jenhemphill/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 041 Building a Robust Business with Purpose with Melissa Myers

Wed, 20 Oct 2021 04:01:00 -0000

Melissa 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.

In this episode, Melissa and I discuss the practices and processes that go into building a “robust” business, like:

Stepping up and overcoming imposter syndrome
Building deep, personal relationships with clients
Slowing it down and working with intention

I hope you have as much fun as I did listening to Melissa’s stories! For more, find us both on social media:

Connect with Melissa Myers

Website: https://www.karmelfp.com/

Book Pre-Order: https://www.askmelissamyers.com/books/

Facebook: https://www.facebook.com/melissamyers.karmelfinancialplanners

LinkedIn: https://www.linkedin.com/in/melissa-myers-cfp%C2%AE-60b068188/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 040 Finding the Time to Live a Balanced Life with Gina Cotner

Wed, 13 Oct 2021 04:01:00 -0000

Everyone 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 expanding your team can be scary, especially if you’ve always handled it on your own. But if you follow Gina’s advice (and relinquish a little control), then you just mind discover the balanced life you always dreamed of. Gina and I talked about:

Freeing yourself up for the work that matters
Time management and the pain of overbooking
Setting boundaries with an assistant
The dos and don’ts of delegating work

If you’re interested in working with me or Gina, or just tell us what you thought of the episode, please reach out to us on social media! We’d love to hear from you.

Connect with Gina Cotner

Website: https://athenaexecutiveservices.com/

LinkedIn: https://www.linkedin.com/in/athenaea/

Instagram: https://www.instagram.com/athena_executive_services/

Facebook: https://www.facebook.com/AthenaVirtualAssistants/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 039 How to Clone Yourself to Build Your Practice with Denise Hagan

Wed, 06 Oct 2021 04:01:00 -0000

Denise 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 independent with her business. . . so what changed?

During our conversation, Denise explains the fears and massive benefits that come with expanding your financial practice. Some topics include:

The curse of perfectionism
If an independent practice is right for you
Keeping an open-mind when hiring
Why you need to expand your team (now!)

Interested in working with Denise? Make sure to schedule a time on her website! And of course, connect with us both on our socials:

Connect with Denise Hagan

Website: http://denisehagan.nm.com/

LinkedIn: https://www.linkedin.com/in/denisehagan/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 038 Blockchain and What It Means for Financial Advisors with Liat Aaronson

Wed, 29 Sep 2021 04:01:00 -0000

Have 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, Liat is confident that blockchain will not only change the economy but also the entire internet.

Cryptocurrency and the technology behind it can be super confusing, but hopefully Liat’s explanations will give you some clarity. In this episode, we discuss:

Holding an executive role in a male-dominated field
What blockchain means for privacy and sales transactions
The future of cryptocurrency

Interested in learning more? Make sure to connect with me and Liat!

Connect with Liat Aaronson

Website: https://horizenlabs.io/

LinkedIn: https://www.linkedin.com/in/liataaronson/

Twitter: https://twitter.com/liataaronson

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 037 Creating Success with Creator of Poo~Pourri Suzy Batiz

Wed, 22 Sep 2021 04:01:00 -0000

Creator, 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 struggling as a business owner, then listen to Suzy. She’s been there, and she knows how to help you find success.

As someone who admires Suzy for her incredible journey and commitment to give back, I am so excited to share our conversation in this week’s episode. Suzy and I talked about:

Why “good enough” is never good enough
Finding abundance within yourself
Setting yourself up for success in client interactions
Processes to help you stop feeling stuck and stagnant

Interested in Alive OS? Make sure to use this promo code when you sign up: WOMANSWAY30. And of course, keep up with me and Suzy on our socials!

Connect with Suzy Batiz

Website: https://www.suzybatiz.com/

ALIVE OS: https://aliveos.suzybatiz.com/

Instagram: https://www.instagram.com/suzybatiz/

Viral Poo~Pourri Ad: https://youtu.be/ZKLnhuzh9uY

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 036 Be More Productive, Be More Profitable with Patty Kreamer

Wed, 15 Sep 2021 04:01:00 -0000

Productivity 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-author of Success Simplified with the late Stephen Covey.

Like me, she designs her services specifically for female financial advisors, so her decluttering tips are right on the nose. In our conversations, we discuss:

The connection between productivity, profit, and organization
Learning to be decisive
The different kinds of clutter
Getting over your perfectionism

Ready to get productive? Follow me and Patty on social media for daily motivation!

Connect with Patty Kreamer

Website: https://productivityuncorked.com/

Facebook: https://www.facebook.com/ProductivityUncorked/

LinkedIn: https://www.linkedin.com/in/pattykreamer/

Twitter: https://twitter.com/ByeByeClutter

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 035 Leveraging Your Voice for Impact and Income with Mary Cheyne

Wed, 08 Sep 2021 04:01:00 -0000

Public 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. She has a recent TEDx Talk, “The Hidden Power of Bruce Lee that We All Have,” and a best-selling book, Present Yourself in Public Speaking: Tell Your Inner Critic to Shut Up and the Real You to Speak Up.

If you’ve been side-stepping speaking opportunities or not getting the results you want from guest appearances, then Mary’s expertise is just what you need. In our conversation, we discuss:

Getting through the fear and finding purpose
The long-term rewards of public speaking
Loving yourself and being congruent with your message

Ready to transform yourself and leverage your voice? Find me and Mary on social media for more advice and encouragement.

Connect with Mary Cheyne

Website: https://magneticpodium.com/

Facebook: https://www.facebook.com/mary.cheyne

Twitter: https://twitter.com/Mary_Cheyne

Instagram: https://www.instagram.com/mary.cheyne/

LinkedIn: https://www.linkedin.com/in/marycheyne/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 034 Exit Rich with Michelle Seiler Tucker

Wed, 01 Sep 2021 04:01:00 -0000

I’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, including author of Exit Rich, the book that inspired this episode and can help you sell your business for what you want.

No matter where you are in your business, you need to start thinking about how and when you want to sell it. In our conversation, Michelle and I discuss:

Planning to sell your business (and when you should start)
What kind of buyers you can expect
Building a solid and sellable infrastructure for your business

It’s a pretty technical episode, so if you have any questions or eye-openers to share, find me and Michelle on social media!

Connect with Michelle Seiler Tucker

Website: https://seilertucker.com/

Book: https://exitrichbook.com/

Twitter: https://twitter.com/MSeilerTucker

Instagram: https://www.instagram.com/michelleseilertucker/?hl=en

LinkedIn: https://www.linkedin.com/in/michelleseiler/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 033 Money Mindset is the Missing Ingredient with Shannah Game

Wed, 25 Aug 2021 04:01:00 -0000

I 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 money mindset, and it was so helpful. We also talked about:

How you think, act, and feel about money
Healthy mindset habits to add to your routine
Creating your money manifesto
Being conscious of your money habits

I’m a huge fan of Shannah, and if you are a fan of either of us, you can find us on your favorite socials!

Connect with Shannah Compton Game

Website: https://sayhelloitsme.com/

Podcast: https://podcasts.apple.com/us/podcast/millennial-money/id957163760

Twitter: https://twitter.com/shannahgame

Instagram: https://www.instagram.com/shannahgame/?hl=en

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 032 Creating the Best Client Experience with Faith and Hope Zimmerman

Wed, 18 Aug 2021 04:01:00 -0000

Faith 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 satisfied than ever.

Faith and Hope are dynamic, coachable, and absolutely charming. In our conversation, we cover:

Feeling incongruent with your career path
Why to go into business for yourself
Being real with your clients
Building your credibility with client systems

Want to tell us what you thought of the show (or just need a good pair of architects)? Connect with us on social media!

Connect with Faith and Hope Zimmerman

Website: https://www.zimarch.com/

Facebook: https://www.facebook.com/ZimmermanArchitects.NJ/

Youtube: https://www.youtube.com/user/ZimmermanArchitects

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 031 The Riches Really Are in the Niches with Olivia Summerhill

Wed, 11 Aug 2021 04:01:00 -0000

The 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 podcast to share her systems and strategies for business growth. In our conversation, we talk about:

Investing in your personal and business growth
Starting your own business
How niching makes you memorable
Knowing your worth — and charging the right price

Do you want to hear more from me and Olivia? Make sure to follow us on our socials!

Connect with Olivia Summerhill

Website: https://www.summerhillwealth.com/

Twitter: https://twitter.com/O_Summerhill

LinkedIn: https://www.linkedin.com/in/oliviasummerhill/

Podcast: https://podcasts.apple.com/us/podcast/divorce-for-wealthy-women/id1546130936

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 030 Intention Based Marketing to Build Your Ideal Business with Shanna Goodman

Wed, 04 Aug 2021 04:01:00 -0000

Shanna 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, Forbes, and Working Mother.

In this episode, Shanna and I break down her AMP’D OnTrack Wheel, a helpful tool for business owners to monitor their marketing. Our topics include:

Your ideal client and where to find them
How to show up on social media — consistently!
Tracking your success and optimizing your business

Shanna’s advice is so easy to apply to your own business, so make sure to check out the other tools on her website, and reach out to both of us on social media!

Connect with Shanna Goodman

Website: https://ampdnow.com/

Instagram: https://www.instagram.com/goodmanshanna/?hl=en

LinkedIn: https://www.linkedin.com/in/shannahawesgoodman/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 029 How To Write Client-Attracting Copy with Mara Glazer

Wed, 28 Jul 2021 04:01:00 -0000

Mara 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 also attract plenty of qualified leads.

In this episode, Mara and I discussed everything from her extraordinary background to her practical tips for entrepreneurs, including:

Why copywriting is crucial to any business
Pre-approved materials versus personalized copy
Who you should keep in mind while writing

Stick around until the end of the interview for a little perk! Then follow me and Mara on our socials and let us know what you thought of the episode:

Connect with Mara Glazer

Website: https://www.maraglazer.com/

Facebook: https://www.facebook.com/maraglazerfan/

LinkedIn: https://www.linkedin.com/in/maraglazer/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 028 The Value of Mentors and Community with Rene Nourse

Wed, 21 Jul 2021 04:01:00 -0000

Rene 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 Club on Facebook.

Rene and I are both dedicated to keeping women in the industry, which is why this episode is all about creating confidence and surrounding yourself with the right people. We discuss:

The struggles of a male-dominated workplace
Why community is necessary for success
The unique strengths of women for advising

I loved talking with Rene, and we’re both excited to hear your thoughts on the episode, so make sure to reach out on our socials!

Connect with Rene Nourse

Website: https://www.urbanwm.com/

LinkedIn: https://www.linkedin.com/in/renenourse/

UrbanWM LinkedIn: https://www.linkedin.com/company/urban-wealth-management/

SWSM Facebook Group: https://www.facebook.com/groups/SmartWomenSavvyMoney

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 027 Quick & Easy Processes and Habits for Success with Tandy Ervin

Wed, 14 Jul 2021 04:01:00 -0000

Tandy 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 coach, and yet I feel inspired every time I talk to her — I hope she makes you feel the same!

In our conversation, we discuss:

Using social media to find prospects
The importance of listening
Finding new strategies through community

Connect with Tandy Ervin

Email: tandy.ervin@lpl.com

LinkedIn: https://www.linkedin.com/in/tandyervin/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 026 Why Branding Should Matter to You with Missy Galang

Wed, 07 Jul 2021 04:01:00 -0000

Especially 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 the right audience, whether you’re just starting out or giving your established financial business a boost. In our conversation, we discuss:

Being willing to experiment
Surviving as a woman in a male-dominated industry
Building authority in the industry

What did you think of this episode? Let me and Missy know on social media!

Connect with Missy Galang

Twitter: @MsMissyGalang

LinkedIn: https://www.linkedin.com/in/missygalang/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 025 How to Attract the Right Prospect with Heather Venenga-Whipple

Wed, 30 Jun 2021 04:01:00 -0000

I 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 ideal client.

After coaching Heather for a year, I am thrilled to have her on the podcast and share her incredible achievements with you.

In our conversation, we discussed:

Establishing yourself in your ideal market
Using language that makes sense to your prospects
Making yourself memorable and credible
Replacing “sell” with “help” in your mindset

Heather loves partnering with other advisors, and we both want to hear your feedback about the episode, so make sure to connect with us on our socials!

Connect with Heather Venenga-Whipple

Facebook: https://www.facebook.com/heather.venenga

LinkedIn: https://www.linkedin.com/in/heather-venenga-90670760/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 024 Design Your Financial Business To Support Your Life with Angie Furubotten-LaRosee

Wed, 23 Jun 2021 04:01:00 -0000

Angie 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 discuss:

Living your ideal life
Being clear about what you want from your business
The power of perseverance

I’m so glad I could have Angie on the show. Tell us what you thought of the episode on our socials!

Connect with Angie Furubotten-LaRosee

Website: https://www.aveafp.com/

Facebook: https://www.facebook.com/AveaFP/

LinkedIn: https://www.linkedin.com/company/avea-financial-planning-llc/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Book: https://www.amazon.com/20-Questions-What-Dont-Matters/dp/1952884365

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 023: Using The Right Questions To Bring Value And Get AUM with Karen Roberts

Wed, 16 Jun 2021 04:01:00 -0000

If 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 you get more value and fulfillment from your business. In our conversation, we discuss:

The questions you should be asking clients
What it means to be REMARKABLE
How to conquer imposter syndrome

Did you like the episode? Find us both on social media!

Connect with Karen Roberts

Website: https://www.emerald-financialgroup.com

LinkedIn: https://www.linkedin.com/in/karen-roberts-chfc-cdfa-a91629b

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 022: How to Get Paid What You’re Worth with Kathleen Burns Kingsbury

Wed, 09 Jun 2021 04:01:00 -0000

If 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 speakers in 2017 by InvestmentNews.

As both a “recovered” therapist and former FDIC bank examiner, Kathleen has a unique take on the financial industry, and I am so excited to have her on the podcast.

In this episode, we talk about:

Strategies to break money silence
Analyzing your current money mindset
Setting yourself up for success
Changing your habits, not just your thoughts

Thanks for listening! Share your take-aways with us on social media!

Connect with Kathleen Kingsbury

Website: www.kbkwealthconnection.com

Online Course: https://www.breakingmoneysilence.com/negotiating

Twitter: @KBKSpeaks

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 021: Wealth Building Opportunities The Women In The Financial Industry Definitely Need To Know About with Linda P. Jones

Wed, 02 Jun 2021 18:44:43 -0000

Have 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 building wealth and achieving financial freedom to others.

We’re in another technology boom — one that could change our lives as much as the internet. Now is the best time to start educating ourselves on the confusing world of cryptocurrencies, and I’m so glad Linda could share her expertise with us.

In this episode, we talk about:

Practical steps to investing smartly
The importance of compounding
The basics of cryptocurrencies. . .
. . . and what they could mean for your future

Want to learn more? Linda and I are both active on our socials, so come start a conversation with us!

Connect with Linda P. Jones

Website: www.LindaPJones.com

Facebook: https://facebook.com/lindapjonesfanpage

Twitter: https://Twitter.com/LindaPJones

Podcast: https://lindapjones.com/podcasts

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 020 How to Conquer Your Limiting Beliefs with Brie Sodano

Wed, 26 May 2021 18:00:08 -0000

Brie 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 holding you back. With Brie’s tips, you can rethink the way you approach money and expand your business in ways you had never thought possible.

In our conversation, Brie and I discuss:

The source of limiting beliefs
How changing your beliefs can help you earn money
Handling feelings of guilt and inadequacy

Make sure to check out the quiz on Brie’s website, and share with us how you plan to conquer your limiting beliefs! You can start a conversation with either of us on any of our socials.

Connect with Brie Sodano

Website: https://www.sheeptoshark.com

Instagram: https://www.instagram.com/sheeptoshark/

Facebook: https://www.facebook.com/sheeptoshark

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 019 The Secret to Building Trust with Clients with Marguerita Cheng

Wed, 19 May 2021 22:38:17 -0000

In 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 passionate about helping people feel confident and in control of their finances, even in the face of life’s toughest challenges.

Rita’s passion is what allows her to empathize so deeply with her clients and discover what kind of help they really need. Building trust with clients can seem daunting, but Rita has practical advice that can make you and your clients more comfortable.

In our conversation, Rita and I talk about:

Building trust to achieve loyalty
Overcoming the fear of judgement
Asking questions without prying too much
Using your “why” to stay in the industry

Both Rita and I are active on social media, and we would love to hear your biggest takeaways from the episode! Can’t wait to hear from you!

Connect with Marguerita Cheng:

Website: https://www.blueoceanglobalwealth.com/

Website: https://margueritacheng.com/

LinkedIn: https://www.linkedin.com/in/margueritacheng/

Twitter: @BlueOceanGlobalWealth

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

Instagram: https://www.instagram.com/robyncrane/?hl=en

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

EP 018 How to Make Your Business Work for YOU with Jessica Weaver

Thu, 13 May 2021 15:15:00 -0000

Jessica 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 clients space to not only learn about their money but also feel safe and understood.

The pandemic has only increased the desire to build community, and Jessica uses digital tools to expand her already-thriving network of motivated business women while keeping them connected and thriving.

In our conversation, Jessica and I talk about:

Leveraging time to achieve your goals
Importance of personal messaging
Expanding your business virtually (even without a pandemic)
Building communities that strengthen businesswomen

For free access to Jessica’s best-selling book Time to Refine, use this link: https://jessicaweaver.ck.page/free-ttr-ebook , and connect with us on our socials to celebrate #pinkfix day together!

Connect with Jessica Weaver

Website: https://www.jessicaweaver.com/

LinkedIN: https://www.linkedin.com/in/jessica-weaver-cfp®-cdfa®-cfs®-76538733/

Instagram: https://www.instagram.com/jessweaver4/

Facebook: https://www.facebook.com/pinkfixmymoney/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Instagram: https://www.instagram.com/robyncrane/

LinkedIn: https://www.linkedin.com/in/robyncrane/

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

EP 017 Moms Killing It in Business with Rachel Miller

Wed, 05 May 2021 14:23:00 -0000

You 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 business ownership, it’s definitely Rachel.

In our conversation, serial entrepreneur and former “mom-blogger” Rachel Miller shares her best tips for:

Creating systems to maintain work-home harmony
Setting expectations in relationships
Overcoming that pesky mom guilt
Setting the example of a fulfilling life

And if you’re interested in our little Daily Harvest tangent, you can find out more here:

https://www.daily-harvest.com/ (PS: Use code: RE-68M79V2 to get $25 off your first box!)

Rachel and I want to support all of you career moms out there! Reach out to either of us and let us know what part of this episode was most helpful.

Connect with Rachel Miller:

Facebook: https://www.facebook.com/leviandrachel

Facebook group: https://www.facebook.com/groups/pagestrategies/

Facebook page: https://www.facebook.com/moolahMarketer/

YouTube: https://www.youtube.com/user/Rasilla24

Instagram: https://www.instagram.com/rachelmillermarketing/

Blog: https://rachelmiller.com/

LinkedIn: https://www.linkedin.com/in/rachelsillamiller/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/

LinkedIn: https://www.linkedin.com/in/robyncrane/

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EP 016 How To Build Your Ideal Business with Systems, Collaboration, and Support with Katie Burke

Wed, 28 Apr 2021 04:01:00 -0000

The 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 focus on growth, thoughtful leadership, and support.

It takes courage to admit you deserve more than what you’re getting, especially for women in this male-dominated industry. Katie has been there time and time again, and we are so lucky that she has shared her experience with us here.

In our conversation, Katie and I talk about:

Flexibility for career moms
Collaboration between firms for efficiency
The systems you need to leap into business ownership
Support and the value of mentorship

Like me, Katie truly wants to support women and keep them in the industry, so feel free to reach out to either of us. Let’s keep this conversation going!

Connect with Katie Burke

Websites: www.MethodFinancialPlanning.com, www.EquitaFN.com

LinkedIN (Katie): https://www.linkedin.com/in/katie-burke-cfp%C2%AE-50586a1b/

LinkedIN (Method): https://www.linkedin.com/company/method-financial-planning/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 015 Understand and Value your Time with Julia Chung

Wed, 21 Apr 2021 04:01:00 -0000

Julia 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 Guide. She’s also Vice President of the Financial Planning Association of Canada.

Julia and I had a very important conversation about understanding and valuing your time, so that you can concentrate on taking your business to the next level.

We discussed:

● The actual cost of not hiring an assistant.

● Getting over the “stupid” stuff.

● How Admin Slayer works.

● The importance of a coach.

● Hiring financial advisors for your personal business.

Enjoy the show and let me know your thoughts!

Connect with Julia Chung:

Websites: springplans.ca, adminslayer.com

Instagram: @springplans, @admin.slayer

Twitter: @JuliaChungFP, @AdmnSlayr, @SpringPlans

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 014 How to Embrace the Fear with Diane Manuel

Wed, 14 Apr 2021 04:01:00 -0000

As 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 empower women, she has authored multiple articles published in Investopedia, MarketWatch, and Financial Planning Magazine focused on finance, women and philanthropy.

In our conversation, Diane and I discuss:

● Her perspective as an African American woman in the industry.

● Building a movement to help women become efficient and effective with their money.

● Overcoming the fear of asking for the sale.

● Facing the fear of judgement.

Please connect and let me know your thoughts!

Connect with Diane Manuel:

Facebook: https://www.facebook.com/urbanwealthmanagement

Twitter: https://twitter.com/urbanwealthmgmt

LinkedIn: https://www.linkedin.com/company/urban-wealth-management

Blog: https://www.urbanwm.com/#new

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 013 “Women Want to Be Treated Equally...Not Identically”™ with Judy Hoberman

Wed, 07 Apr 2021 04:01:00 -0000

Judy 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 things needed to be done differently.

Judy’s mission is to help one woman a day by following an important philosophy- “Women Want to Be Treated Equally...Not Identically”™

In our conversation we covered topics that will help women in any industry including:

● Find a mentor and how to ask for help.

● Understand the difference between a mentor and coach. Use both.

● Know your market and find your niche.

● Stay focused and get strict with your calendar.

● Women need to stop self-judgement.

● You can learn more from Judy’s books, Selling in a Skirt and Walking on the Glass Floor.

Please connect and let me know your thoughts!

Connect with Judy Hoberman:

Website:http://www.sellinginaskirt.com/ & https://walkingontheglassfloor.com/

LinkedIn:https://www.linkedin.com/in/judyhoberman/

Facebook: https://www.facebook.com/sellinginaskirt/

Twitter: https://twitter.com/SellingInASkirt

Instagram: https://www.instagram.com/sellinginaskirt/

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 012 Supporting Advisors with a Strong Brand with Allison Hillgren-Warner

Wed, 31 Mar 2021 04:01:00 -0000

Allison (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, including:

● The creation of a firm’s brand.

● Posting tips for LinkedIn.

● Posting schedules and consistency.

● Activities of the Women’s Advisory Institute.

Enjoy the show!

Connect with Allison Hillgren-Warner:

Website: www.BeaconPointe.com

LinkedIn: https://www.linkedin.com/company/beacon-pointe-ria

Facebook: https://www.facebook.com/BeaconPointeRIA

Twitter: @BeaconPointeRIA

Instagram: @BeaconPointeAdvisors

Our Book: Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 011 Rewiring for Wealth with Barbara Huson

Wed, 24 Mar 2021 04:01:00 -0000

Barbara 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 financial and personal potential.

Barbara frequently reports on Good Morning America, The View, Extra, The O'Reilly Report, and on CNN, MSNBC, CNBC, Fox News, PBS, NPR, New York Times, and USA Today.

We covered so much in our conversation, including:

● Getting over the “men deal with money, women don’t” concept.

● Her personal story-how her former spouse gambled their money and left her with millions in debt.

● How even successful, six-figure women feel like frauds.

● How changing her thinking got Barbara on track to recreating wealth

● The neuroscience research in her new book, Rewire for Wealth.

Barbara’s research for her new book sounds invaluable. Take advantage of her free ebook offer.

Please connect and let me know your thoughts!

Connect with Barbara Huson:

Free ebook: barbara-huson@HUSON.com

Website: www.Barbara-Huson.com

Instagram: https://www.instagram.com/thebarbarahuson/

Company Facebook: https://www.facebook.com/barbarahusonofficial/

Personal Facebook: https://www.facebook.com/profile.php?id=732224515

Twitter: https://twitter.com/TheBarbaraHuson

Linkedin:https://www.linkedin.com/in/barbarahuson/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 010 How To Break Down The Barrier Between You And Your Prospects, So You Can Help More People with Lisa Chastain

Wed, 17 Mar 2021 04:01:00 -0000

Lisa 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 uses real-life stories and simple strategies and tools to help women get what they want in life.

In our conversation, we talk about how being vulnerable helps you to reach more clients. We discussed:

● The fear of being judged by clients.

● Why vulnerability is power.

● Sharing your struggles makes you relatable to clients.

● Reaching your audience - 75% of Americans work with a financial person.

Lisa thinks we won’t share struggles because it damages credibility, but she knows it’s just the opposite for attracting clients. As she says, “the miracle is in the messes.”

I couldn’t agree more. Please let me know your thoughts!

Connect with Lisa Chastain:

Website:https://www.lisachastain.com/

Facebook:https://www.facebook.com/lisachastain4/

YouTube: https://www.youtube.com/channel/UCSvPhE5xa_thsJ_NcrNTVdA

Connect with Robyn Crane:

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 009 How To Use Social Media To Attract Clients with Heather Quisel

Wed, 10 Mar 2021 05:01:00 -0000

Having 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 and introduced by Russell Brunson himself to speak in front of 5,000 people at Funnel Hacking Live 2020.

And before you cringe at the idea of doing social media, listen to Heather’s no-nonsense advice including:

● No excuses. Social media is your way of networking.

● Show up as who you are to avoid disconnect and distrust.

● Craft your message in a simple language your clients will understand.

● Use the Google words your clients are using!

● No one is born being great at social media. But Heather makes it easy to understand.

Take advantage of Heather’s freebies. And be sure to share your results with me!

Connect with Heather Quisel:

Website: https://heatherquisel.com/

Facebook: @heatherquisel

Free social media planner template http://heatherquisel.com/planner

Free business coaching each week @ http://heatherquisel.com/FBgroup

14 Day Challenge: heatherquisel.com/challenge

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 008 How to Get Even More Referrals with Victoria Bogner

Wed, 03 Mar 2021 05:01:00 -0000

I 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. Victoria is also a 2018 40 under 40 Honoree by Investment News, the leading news source for financial advisers.

Victoria has an amazing system of working with clients and making the best out of referrals. In our conversation we discuss:

Teaching clients about fast and slow brain thinking in relationship to money.
Reviewing the definition of wealth.
Working with clients in defining goals.
Creating investment plans that match clients’ goals.

Victoria is also offering a free, one-hour consultation to share some of her tips and tricks in working with clients and their portfolio allocations. Be sure to take advantage (I did!).

Enjoy the show!

Connect with Victoria Bogner:

Affinityfinancialadvisors.com

For free, one-hour consultation email:

victoria@affinityfinancialadvisors.com

Website: https://www.mcdanielknutson.com/

LinkedIn: https://www.linkedin.com/in/victoria-bogner/

Twitter: @McDanielKnutson

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 007 Get Any Goal with Christine Shaw

Wed, 24 Feb 2021 05:01:00 -0000

Most 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 our conversation, Christine shares her success story and helps all of us understand how specific tools can help us be accountable to big visions and little girl dreams. We spoke about:

● Overcoming obstacles.

● Setting forth a path to create opportunity.

● Using a coaching tool–the Circle of Life.

● Using a “vision” job statement.

● The importance of learning how tech can work for you.

Christine also serves on the board of directors at Invest in Others, a charitable foundation for non-profit organizations devoted to the financial services industry. You can learn more about Christine on her podcast, Her Success Matters.

Connect with Christine Shaw:

LinkedIn: https://www.linkedin.com/in/christineashaw/

Twitter: @christineashaw

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 006 How To Attract Clients on Facebook Without Ads with Rachel Miller

Wed, 17 Feb 2021 05:01:00 -0000

Rachel 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 learn:

● How her three-part framework works with financial providers.

● How to craft your message to attract the right clients.

● Video posting tips.

● The easy, content creation system.

● Getting posts through compliance.

● Niche neighbor hooding.

This episode is packed with great tactics. Get ready to take notes and find your audience!

Connect with Rachel Miller:

Facebook: https://www.facebook.com/leviandrachel

Facebook group: https://www.facebook.com/groups/pagestrategies/

Facebook page: https://www.facebook.com/moolahMarketer/

YouTube: https://www.youtube.com/user/Rasilla24

Instagram: https://www.instagram.com/rachelmillermarketing/

Blog: https://rachelmiller.com/

LinkedIn: https://www.linkedin.com/in/rachelsillamiller/

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 005 How To Embrace Your Natural Tendencies As A Woman To Create Fast Success with Suzanne Powell

Wed, 10 Feb 2021 05:01:00 -0000

Suzanne Powell is willing to stretch outside of her comfort zone. And when working with me, she really stretched herself and it paid off. She put into practice what she learned and in six months increased her business by $90,000+.

Susan is Vice President and Wealth Management Advisor at Meridian Wealth Management. She joined Meridian with over 20 years of experience in managing finances and investing. Prior to Meridian, she was vice president of investments at Wells Fargo Advisors and also worked as a senior financial advisor for J.P. Morgan Chase.

Her belief in hiring coaches and spending money for quality help, along with following specific structures in her business, is fast-tracking her success record.

In our conversation Suzanne shares:

● Following a plan from an early age to overcome hardships.

● The importance of creating our own success, no matter what our circumstances are.

● Having a proper client conversation system that attracts and converts the right clients.

● How crucial it is to do what you love and let go of things you’re not best at.

Suzanne is a perfect example of doing things The Woman’s Way. I know you’ll be inspired!

Connect with Suzanne Powell:

Website: SPowell@MeridianWealthLLC.com and https://www.meridianwealthllc.com/suzanne-bays

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 004 Be Bold! Be You! Be A Leader! with Rita Kakati-Shah

Wed, 03 Feb 2021 05:01:00 -0000

From her first days starting at Goldman Sachs in London, Rita Kakati-Shah looked for other women and people of color in the industry. Realizing that she was alone in a male-dominated industry, Rita started changing the industry from within by supporting other women with internal and external networking groups. Rita was successful in helping others while recognizing her own leadership skills.

She eventually changed industries and left her successful career to the fast-paced life of motherhood! Like so many women, she embraced the challenges of reentering the workforce.

Today, Rita is an award-winning, gender diversity, inclusion and career strategist, speaker, mentor and advisor to Fortune 500 companies. She is the Founder and CEO of Uma, an international platform that partners with organizations to attract, keep and develop women and minorities in the workforce.

In our in-depth conversation we discussed:

● How to deal with running a business and a family (aka Super Mom!)

● Her mission to empower women and minorities, and how to build confidence.

● Why, as a woman make an outstanding leader.

● Specific Exercises to develop leadership skills specifically designed for women.

● How to be true to yourself and your personal brand.

Rita and I share the same philosophy of changing the industry from within, and mentoring women to stay in the industry and become influential leaders. I know you’ll learn so much from Rita’s thought-provoking leadership training for women.

Please feel free to connect and share your thoughts.

Connect with Rita Kakati-Shah:

Website: http://www.beboldbeuma.com

Instagram: https://www.instagram.com/beboldbeuma/

Facebook: https://m.facebook.com/BeBoldBeUma/

Twitter: @BeBoldBeUma

LinkedIn: https://www.linkedin.com/company/uma----be-bold.-be-you.-be-uma.

LinkedIn: https://www.linkedin.com/in/rita-kakati

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 003 Life Your Life By Design, Not By Default with Ron Carson

Wed, 27 Jan 2021 05:01:00 -0000

Ron Carson is a powerhouse in the financial industry. He’s an icon, a Barron’s Hall of Fame wealth advisor, and one of the top wealth advisors in America listed in Forbes. One could assume that a powerful drive and passion have made him the success he is, in leading the 5,000-member firm Carson Group. His leadership style really stems from a mindful approach to understanding the needs of his employees and his personal hope of improving inequities throughout the world. He is an advocate for promoting women in the financial industry and openly admits how women have taught him how to improve work environments. He takes the same conscious business philosophy and applies it in his many non-profits, co-founded with his wife, Jeanie.

Our conversation includes a full range of thought-provoking ideas including:

● The importance of self-care and allowing self-compassion in the workplace.

● A unique approach to goal setting.

● Time management and blueprinting your life.

Get out your notepads and listen to this episode again and again. The ideas and concepts are something we can immediately put into practice!

Please let me know what you enjoyed in this episode and if you are using any of Ron’s techniques.

Go to https://femalefinancialadvisors.com/ron to be invited to the breathing exercise event or other special trainings/events with Robyn.

Connect with Ron Carson:

Website: https://www.carsonwealth.com/team-members/ron-carson/

LinkedIn: https://www.linkedin.com/in/roncarson1

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 002 Stop Growing Your Business Like A Man and Stay Committed to Your Success with Adri Miller-Heckman

Wed, 20 Jan 2021 05:01:00 -0000

It’s exciting to find another woman who is as passionate as I am about promoting and keeping women in the industry. Adri Miller-Heckman started at Smith Barney and spent years training thousands of new financial advisors and bank representatives. Her 30 years in the industry and her first-hand experiences of seeing how differently men and women work allows her to give great insight to the women she coaches through her own company, FemXAdvisors. Though Adri and I have similar businesses, we see each other as a collaborators with a shared mission, not as competitors.

In our conversation we talked about:

● The defining moments of doing things the “women’s way” in the industry.

● The financial challenges of starting on your own.

● Facing fears and finding support for our independent journey.

● Finding personal alignment in how you help your clients.

● The importance of having a coach.

Adri’s advice is for women to collaborate, share, communicate, and build relationships. I full-heartedly agree!

Connect with Adri Miller-Heckman:

Facebook: https://www.facebook.com/femXadvisor/

Twitter: https://twitter.com/AdvisorsKeys

LinkedIn: https://www.linkedin.com/company/femx/

YouTube: https://www.youtube.com/channel/UCKlOP_Yb8JhXlLUZ4Hcl5ow

Connect with Robyn Crane

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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

EP 001 Your Path to Success and Making A Bigger Impact with Robyn Crane and Ashley Peterson, COO

Wed, 13 Jan 2021 05:01:00 -0000

I’m so excited to have you in our community and listening to my new podcast. Joining me to help kick things off is my very talented COO, Ashley Peterson. For the past five years, Ashley has worked on creating the back-end systems and managing the team of our seven-figure company. Ashley will be with me on this episode to give insights on some of the strategies that have helped our clients create success.

Our mission is to help women in the financial industry be more successful so they stay in the industry. Because of the challenges women have faced, it has been like a revolving door. (Women are leaving the industry as much as they’re entering it - and we want to change that). Women who have stayed in the industry have created great transformations and amazing things that we want to recognize and celebrate, to inspire you!

As a financial advisor or insurance professional, we want you to be successful and grow your business, so you can help more people.

In this episode we share insights on our purpose and client case studies including:

The Woman’s Way - being intentional, proactive and leading with heart.
Getting over fear of judgement.
Women have the natural ability to lead and be innovative.
Jessica Weaver - going from a 30% to 80% closing rate; tripling her revenue.
Lisa Chastain - from struggling to reaching six figures in a year.

We invite you to join the upcoming Appointment Generator Challenge specifically designed to help you get qualified appointments on your calendar in five days or less.

Again, thank you for being part of a community that supports women in the financial industry. And please send us your comments and suggestions!

Five Day Appointment Generator Challenge

Website: https://www.femalefinancialadvisors.com/tag-challenge

Connect with Robyn Crane