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

My guest, Renée Bauer shares invaluable wisdom as she is on the brink of selling her company (at a very young age). She is an attorney, international speaker, accomplished entrepreneur, and personal hype squad for countless women. She is also the founder of She Who Wins, a business dedicated to helping women crush conventions and live a bold daring life. In this episode, Renée shares her insights...

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 em...

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.  Her...

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:...

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 discu...

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 ful...

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 t...

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...

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 g...

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...

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...

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 succe...

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 qui...

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...

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 toge...

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 innovat...

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...

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...

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 actiona...

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…...

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 hav...

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’v...

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 m...

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...

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. Investi...