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

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

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

EP 082 Prove Your Critics Wrong with Liz Davidson

8/3/2022
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...

Duration:00:30:15

EP 081 Take Five and Move On with Deborah Smith

7/27/2022
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...

Duration:00:33:05

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

7/20/2022
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....

Duration:00:35:09

EP 079 Bring the Feminine into Sales with Clare Cui

7/13/2022
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...

Duration:00:37:42

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

7/6/2022
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...

Duration:00:42:25

EP077 Informed Employees are Quality Employees with Tiffany Grant

6/29/2022
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:...

Duration:00:30:29

EP 076 Think like a Leader with Molly Gimmel

6/22/2022
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...

Duration:00:30:12

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

6/15/2022
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...

Duration:00:32:01

EP 074 Embracing Vulnerability with Donna Mazzitelli

6/8/2022
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...

Duration:00:27:40

EP 073 Creating Long-Term Growth with Anne Spinks

6/1/2022
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...

Duration:00:38:23

EP 072 Taking Major Action with Nicholle Overkamp

5/25/2022
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...

Duration:00:36:21

EP 071 How to Get Quality Prospects the RIGHT way

5/18/2022
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...

Duration:00:30:01

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

5/11/2022
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...

Duration:00:27:25

EP 069 Women are Counting on YOU to Step Up

5/4/2022
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...

Duration:00:29:48

EP 068 Serve the Client You Want with Shannon McLay

4/27/2022
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...

Duration:00:32:10

EP 067 Upping Your AUM

4/20/2022
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...

Duration:00:23:57

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

4/13/2022
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...

Duration:00:28:23

EP 065 The Commitment Confidence Test

4/6/2022
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...

Duration:00:26:13

EP 063 Get a “Boatload” of Referrals — Without Feeling Awkward with Chad Durfee

3/30/2022
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...

Duration:00:34:23

EP 063 Fight for What You Believe In

3/23/2022
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...

Duration:00:19:15