最高の Financial Woman ポッドキャスト (2024)

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EP 153 Differentiate Yourself & Stand Out with Renée Bauer 30:17

4M ago30:17

30:17

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…

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EP 152 How To Rewire Your Brain for Wealth and Wellbeing with Sandy Forster 34:42

5M ago34:42

34:42

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 professional…

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EP 151 Achieve Your Vision By Letting Go Of Being Right with Josselyne Herman Saccio 41:50

5M ago41:50

41:50

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 …

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EP 150 How To Be More Productive With Systems & Standards with Jamila Payne 29:34

5M ago29:34

29:34

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…

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EP 149 Overcoming Toxic Work Environments And Finding Your Voice with Kaitlyn Carlson 42:49

5M ago42:49

42:49

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 a…

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EP 148 Unleashing Your Business Potential & Maximizing Profit with Samantha Varner 39:21

5M ago39:21

39:21

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 revolution…

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EP 147 More Referrals With Confidence & Consistency with Tracy J Haraksin 31:54

6M ago31:54

31:54

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 abou…

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EP 146 Craft Your Ideal Business Around Your Life with Sarah Duran 33:53

6M ago33:53

33:53

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 an…

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EP 145 Shaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo Limon 34:47

6M ago34:47

34:47

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 incr…

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EP 144 How To Build A $110M AUM Practice While Working Half-time wtih Suzanne Powell 38:44

7M ago38:44

38:44

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 …

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EP 143 Kicking 40+ Year Old Industry Strategies To The Curb with Rochelle Odesser 36:00

7M ago36:00

36:00

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 tha…

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EP 142 Success Her Way, As A CDFA with Brenda Bridges 38:37

7M ago38:37

38:37

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…

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EP 141 The $6 Million Dollar FEMM with Denise DePaola 43:10

7M ago43:10

43:10

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/ye…

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EP 140 $10M in AUM in 10 Months with Tandy Ervin 36:16

8M ago36:16

36:16

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…

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EP 139 Special FEMM Series Launch with Lisa Chastain 53:28

8M ago53:28

53:28

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 peo…

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EP 138 The Innovative Framework To Get Ultra High Net Worth Clients with Bret Magpiong 27:29

8M ago27:29

27:29

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’ wealt…

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EP 137 Break Out of Mediocrity with Staci Wallace 40:11

8M ago40:11

40:11

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, a…

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EP 136 Marketing to Everyone Means Marketing To No One with Karen Pudetti 25:07

8M ago25:07

25:07

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…

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EP 135 Hypnotize Yourself to Success with Christina Woods 31:46

8M ago31:46

31:46

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 leaders…

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EP 134 Transformative Secrets from a Pop Star with Josselyne Herman Saccio 43:29

9M ago43:29

43:29

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 Josselyn…

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EP 133 Elevate Your Practice… The Client-Centered Way with Sandi Bragar & Cammie Doder 37:30

9M ago37:30

37:30

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 em…

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EP 132 Rated R Episode with Shaft Uddin 37:06

9M ago37:06

37:06

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 t…

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EP 131 How to Differentiate Yourself In A Crowded Market with Angela Henderson 32:23

9M ago32:23

32:23

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-bat…

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EP 130 Secrets To Building A $265M AUM Practice with Debra Schatzki 40:20

10M ago40:20

40:20

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 i…

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EP 129 Supercharge Success With Personal Growth with Felicia Searcy 39:02

10M ago39:02

39:02

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 busine…

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EP 128 How To Think Like a Fortune 500 Company with Lisa J. Smith 36:34

10M ago36:34

36:34

Tune into this episode as we dive headfirst into the captivating world of strategic thinking and the importance of having a clear process as an advisor. Here, we explore how embracing innovative strategies can transform your business and amplify your success. This week’s guest is Lisa J. Smith, the CEO and founder of SMITH Co, a renowned sales cons…

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EP 127 Explosive Business Growth Without Losing Balance with Travis Parry 34:49

10M ago34:49

34:49

As a financial advisor, you might find your work eating into your personal life. If you’re a perfectionist like me, you always think you can be doing more — meeting more clients, giving more talks, agreeing to help people in areas that might not be your expertise. This can result in you losing precious time with your family and friends in the name …

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EP 126 Unlock Greatness Through Vulnerability with Dena Patton 40:04

11M ago40:04

40:04

According to Dena Patton, this week’s podcast guest, finding success as a financial advisor is first about connection and second about greatness. Beyond the initial connection through prospecting, it’s essential that clients see your greatness. Your potential clients need to believe that you are talented, confident, and able to provide transformati…

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EP 125 Simplify Your Process with Abagail Pumphrey and Emylee Williams 30:38

11M ago30:38

30:38

It can seem challenging to set yourself apart from the sea of financial professionals out there. But it doesn’t have to be. This week’s episode is with Abagail Pumphrey and Emylee Williams, the masterminds behind Boss Project and the hosts of Strategy Hour. These ladies are like business fairy godmothers, and they spilled some game-changing secrets…

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EP 124 Challenge the Status Quo and LEAD with Lisa Levy 28:49

11M ago28:49

28:49

As a kid, I was scared to challenge anything or anyone. Authority figures were right. The mainstream was right. The rules I had to follow must have been right. And I followed the status quo because I was “supposed to” and I was afraid of being wrong. Somewhere along the path, I started questioning things. I even spoke up about what I believed, and …

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EP 123 How Addiction, Loss, & Criticism Led To Success with Hope Zvara 35:06

11M ago35:06

35:06

When things aren’t going your way, it’s easy to get in a rut. Even if you believe that “everything happens for a reason,” when you’re struggling, it’s tough to see it that way. Hope Zvara dealt with challenges much more difficult than most — she grappled with addiction, the loss of a baby, and a ton of criticism… but in Hope’s case, Kelly Clarkson …

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EP 122 Deep Thoughts About Gen X Clients & Bitcoin with Daphne Jones 21:47

12M ago21:47

21:47

Stuck between millennials and baby boomers, Gen Xers (aka the “sandwich generation”) have big needs when it comes to financial planning. Understanding them better could help you get them as clients and give them even more value. According to life insurance expert, Daphne Jones, Gen Xers are feeling behind financially and feel forced to scramble to …

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EP 121 Breaking Industry Standards with Ryann Dowdy 33:43

12M ago33:43

33:43

As a financial advisor, you’ve been taught how to grow your business in a very “standard” way, which typically includes old school (and outdated) methods. But, you don’t have to do everything that you’ve been told. In fact, you probably shouldn’t. There are many different ways to get ideal clients. Success in the financial industry has a lot to do …

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EP 120 How to Build a Vision-Driven Business with Jennifer Hudye 37:41

12M ago37:41

37:41

Having clarity about exactly what you want is never easy, but it is incredibly effective. It may feel like there’s no time left in the day to focus on tomorrow, and especially 3 years from tomorrow…but prioritizing this is a MUST in order to reach your big goals. Imagine being 30 years old and owning not one, but two multimillion dollar businesses.…

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EP 119 How To Rise Above The Chaos and Embrace The Calm with Irene Nakamura 23:26

1y ago23:26

23:26

Being a financial advisor can be stressful — especially now, when banks have collapsed and it’s unclear how the state of the economy will affect your business. It can also be anxiety inducing to be a woman in a predominantly male industry. When I was a financial advisor, I encountered potential clients who didn’t want to work with me just because I…

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EP 118 The Secret to Regaining Control Of Your Time with Molly Rose Speed 21:12

1y ago21:12

21:12

If you’re anything like me, you came into the financial service industry for a darn good reason. For me, it was to help people, get financially savvy, and have freedom and flexibility. I chose to become a financial advisor. I didn’t realize I had to also be a salesperson, entrepreneur, social media guru, email corresponder, operations manager, or t…

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EP 117 Build Your Brand to Build Your Business with Allison Walsh 30:09

1y ago30:09

30:09

As a financial advisor, your personal brand is everything, but your company conveniently left that part out. Why? So you can build their brand, not yours… You may love your company, but your clients pick YOU, because they love you. And one of the reasons you’re not getting as many ideal clients as you could be getting, is because you’re invisible. …

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EP 116 Tax Time Shouldn’t Be The ONLY Time To Know Your Numbers with Tevia Hoalst 23:38

1y ago23:38

23:38

Tax time is a good reminder of the importance of knowing your numbers, but having clarity of money coming in and going out shouldn't be a one-time of year thing, as I’m sure you know. If you’ve ever found yourself searching through your finances trying to figure out why you’re still paying thousands of dollars in subscriptions every month for servi…

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EP 115 The Power Of Speaking To Build Authority with Cheryl Wood 37:30

1y ago37:30

37:30

Communication is a crucial part of finding success as a financial advisor, whether that means finetuning your social media presence or giving regular talks about your niche. Cheryl Wood can confirm — she thanks her communication skills for helping her grow her business from a tiny side project to a six-figure and seven-figure level. Early on, Chery…

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EP 114 The Revenue Accelerator System 30:55

1y ago30:55

30:55

With the recent collapse of three banks and the buying of Credit Suisse by USB, it’s safe to say that there’s some fear in the air — which could have a positive or negative effect on your business. The good news is, with the right focus, intention and system, these tumultuous events can actually help you get more ideal clients, giving you a greater…

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EP 113 Thinking Like A Business Owner… Not An Advisor with Stacey Relton 41:30

1y ago41:30

41:30

As an advisor, you need to be thinking with the end in mind. How am I going to exit? Is there a succession plan? That’s because you have the opportunity to sell your business and make the profit you deserve. This means planning ahead and building meaningful relationships with investment bankers and others who value financial services, according to …

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EP 112 Meet AI, Your New Best Friend with M’Lisa Ellis 31:14

1y ago31:14

31:14

We all have a love-hate relationship with social media. There are so many potential clients out there on the internet, but it’s difficult to find the right people without seeming spammy. Don’t worry, though — it’s possible to make the most of social media without spending too much time on it! M’Lisa Ellis is an entrepreneur, CEO, and the co-founder…

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EP 111 Embracing Authenticity & Transparency To Get Great Clients with Jen Dawson 31:02

1y ago31:02

31:02

Jen Dawson is a CFP, senior wealth advisor, and a working mom. She focuses specifically on helping breadwinner attorney women, and is clearly successful with her target marketing — Hemington, her firm, is one of the fastest-growing RIA firms in the country. Most importantly, she’s walking in your shoes. Jen has lived and breathed the financial indu…

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EP 110 How To Get High Net Worth Individuals To Know, Like And Trust You with Bari Baumgardner 38:09

1y ago38:09

38:09

I’ve always been a big fan of using speaking to grow my business — this marketing strategy made me my first $100,000 as a financial advisor and brought me valuable clients. Talks are the best way to get instant authority and credibility within the industry, and are a super easy way to get your name out there. Bari Baumgardner of SAGE Event Manageme…

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EP 109 The Discipline Mindset: Keys to Success with Sherri Somers 35:02

1y ago35:02

35:02

Sherri Somers spent 10 years helping ex-offenders start their business, and she was so successful that she caught the attention of the Obamas. Now, she is a financial life coach who specializes in the insurance and tax space. She’s a master of discipline and an expert on making money in a way that is conducive to being a mother. She came on my podc…

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EP 108 Leveraging Speaking To Drive Revenue with Shannon Grainger 38:53

1y ago38:53

38:53

If you’ve ever dabbled in speaking, you know that speaking equals money. And if you’ve never been on “stage” before, then get ready to add a revenue generating machine to your business. According to my guest, Shannon Grainger, speaking is THE path to a successful business. And it’s not as hard as you think. Getting speaking engagements is all about…

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EP 107 How Good Copy Can Get You Great Clients with Alex Cattoni 36:05

1y ago36:05

36:05

The financial industry doesn’t talk a lot about messaging and the importance of copywriting, but understanding how to incorporate good copy into your marketing will determine whether you attract the right prospects, the wrong prospects, or not enough prospects. And yes, you can use good copy, even if you have strict compliance. You may not be able …

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EP 106 How To Throw Your Own “Referral Party” with Mike Koenigs 42:12

1y ago42:12

42:12

Having more referrals and more high quality prospects all the time sounds pretty sweet, and Mike Koenigs’ Referral Party idea makes it both possible and fun. Mike has consulted and advised major brands like Sony and BMW and celebrity clients like Tony Robbins and Paula Abdul… and his wisdom quite literally made me a bestselling author. He thought u…

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EP 105 Transforming Failure into Huge Success with Mary Lyons 38:02

1+ y ago38:02

38:02

Mary Lyons used marketing to double her client base and revenue — and you can do the same. She went from failing to being one of the top ten advisors with her broker dealer in two years, and now has over one thousand clients. Through lots of trial and error, Mary learned how to build a process that ensures that her clients are devoted, driven, and …

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EP 104 How To Get Clients With Big Exits with Laurie Barkman 28:15

1+ y ago28:15

28:15

If you’re not working with clients looking to exit their businesses, you may want to start. There is an incredible opportunity for advisors in the M&A space. Learning more about how entrepreneurs think when it comes to exiting a business could help you access a big pool of amazing clients who want and NEED your advice. Laurie Barkman was the CEO of…

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ポッドキャスト Financial Woman

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