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 089 The Uphill Battle for Women In Finance with Barbara Provost and Maggie Nielsen

9/21/2022
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 came on my podcast, Growing Your Financial Business… The Women’s Way, to discuss the setbacks...

Duration:00:31:04

EP 088 How We Entrepreneurs are Changing the World with Alex Charfen

9/14/2022
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 change the world! I was so excited to reconnect with him on my podcast and learn a bit more about...

Duration:00:34:32

EP 087 Beat inflation with Nancy Davis

9/7/2022
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 didn’t understand 100% of our conversation, but I do feel a little bit smarter after having it ;)....

Duration:00:30:22

EP 086 Ignite Your Potential with Simon Bailey

8/31/2022
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 Your Life: A Guide for Men, inspires men to show up for the women in their lives. Simon and I...

Duration:00:29:52

EP 085 Setting Boundaries and Saving Time with Heather Fortner

8/24/2022
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 lives on all levels. Hearing about Heather’s leadership style was a breath of fresh air. She told me...

Duration:00:28:39

EP 084 What You Need to Know About Going Independent with Penny Phillips

8/17/2022
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 an advocate for women’s empowerment in financial services. Hearing about Penny’s work at Journey...

Duration:00:39:18

EP 083 The Risks You Must Take to Expand Your Business with Amanda Cohen

8/10/2022
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 invaluable insight for female financial advisors. My conversation with Amanda was incredibly...

Duration:00:29:33

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