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

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 bett...

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 ea...

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 for...

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...

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 wor...

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...

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 tec...

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 a...

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 ha...

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 persona...

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 seeming...

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...

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...

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, an...

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-winn...

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...

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®,...

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 i...

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 hug...

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...

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 healthi...

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 comple...

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-...

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 th...

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...