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

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

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1y ago 38:44

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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 $40 million in AUM in 2019 to over a whopping $100 million today, all while working just six months annually.

• Strategies Suzanne used to enhance every facet of her practice, from time management and business growth to securing top-tier clients.

• The Surge Approach: how to grow a successful business using an innovative model of working half-time

• How to charge fees so you’re compensated fairly for your expertise.

• Converting cold leads with insights from Suzanne’s proven tactics on turning smart asset cold leads into loyal clients.

• How Suzanne uses her book ‘The Ultimate Money Moves for Women Over 50’ to get new ideal clients

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