EP 144 How To Build A $110M AUM Practice While Working Half-time wtih Suzanne Powell
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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Growing Your Financial Business...The Woman's Way
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insurance professionals become so successful, they never leave the industry.
- No. of episodes: 154
- Latest episode: 2023-12-28
- Business
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