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Content provided by Robyn Crane. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robyn Crane or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to Growing Your Financial Business...The Woman's Way
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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EP 023: Using The Right Questions To Bring Value And Get AUM with Karen Roberts
Manage episode 295103047 series 2892865
Content provided by Robyn Crane. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robyn Crane or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
If you want to know how to build lasting, valuable relationships with your clients, then Karen Roberts has your answer: ask the right questions! Karen, ChFC, CDFA, is a Wealth Planning Specialist and owner of Emerald Financial Group, and her book 20 Questions: What You Don’t Know Matters will definitely guide you and your clients to the right answers. In every aspect of her business, she boldly strives to empower women.
With 24 years of experience in the financial industry, Karen can help you get more value and fulfillment from your business. In our conversation, we discuss:
- The questions you should be asking clients
- What it means to be REMARKABLE
- How to conquer imposter syndrome
Did you like the episode? Find us both on social media!
Connect with Karen Roberts
Website: https://www.emerald-financialgroup.com
Book: https://www.amazon.com/20-Questions-What-Dont-Matters/dp/1952884365
LinkedIn: https://www.linkedin.com/in/karen-roberts-chfc-cdfa-a91629b
Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices
154 episodes
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Manage episode 295103047 series 2892865
Content provided by Robyn Crane. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robyn Crane or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
If you want to know how to build lasting, valuable relationships with your clients, then Karen Roberts has your answer: ask the right questions! Karen, ChFC, CDFA, is a Wealth Planning Specialist and owner of Emerald Financial Group, and her book 20 Questions: What You Don’t Know Matters will definitely guide you and your clients to the right answers. In every aspect of her business, she boldly strives to empower women.
With 24 years of experience in the financial industry, Karen can help you get more value and fulfillment from your business. In our conversation, we discuss:
- The questions you should be asking clients
- What it means to be REMARKABLE
- How to conquer imposter syndrome
Did you like the episode? Find us both on social media!
Connect with Karen Roberts
Website: https://www.emerald-financialgroup.com
Book: https://www.amazon.com/20-Questions-What-Dont-Matters/dp/1952884365
LinkedIn: https://www.linkedin.com/in/karen-roberts-chfc-cdfa-a91629b
Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices
154 episodes
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Similar to Growing Your Financial Business...The Woman's Way
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Each weekday, Marketplace’s Kai Ryssdal and Kimberly Adams make today make sense. Along with our supersmart listeners, we break down happenings in tech, the economy and culture. Every Tuesday we bring on a guest to dive deeper into one important topic. Because none of us is as smart as all of us.
…
continue reading
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Go offline with the Player FM app!
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