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

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 you...

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 W...

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 t...

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 in...

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…...

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 achiev...

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 yoursel...

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...

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 priorit...

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 busine...

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...

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...

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 w...

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 the...

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...

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 ch...

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 did...

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...

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 live...

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 a...

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 invaluab...

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 fulfill...

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...

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 po...

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 convin...