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EP 111 Embracing Authenticity & Transparency To Get Great Clients with Jen Dawson
Manage episode 356655944 series 2892865
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 industry for 15 years, and she knows exactly how things work. I had her on my podcast to talk where she talked about networking and niching (while staying true to what’s important to you to find success and get great clients she connects with.
Tune in to hear us talk about:
- The importance of “pausing,” incorporating wellness practices, and having deep conversations
- How living your best life can help your client relationships
- What 90 Day Planning is, and how following your passions outside of work can help you grow your business
- How to network effectively with your target demographic and better understand them
- Why interviewing can help you get clients
Connect with Jen Dawson
Website: https://hemingtonwm.com/our-team/jen-dawson/
Blog: https://www.cifinancial.com/ci-privatewealth/us/en/insights/articles.html
LinkedIn: https://www.linkedin.com/in/jenlakedawson/
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
Manage episode 356655944 series 2892865
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 industry for 15 years, and she knows exactly how things work. I had her on my podcast to talk where she talked about networking and niching (while staying true to what’s important to you to find success and get great clients she connects with.
Tune in to hear us talk about:
- The importance of “pausing,” incorporating wellness practices, and having deep conversations
- How living your best life can help your client relationships
- What 90 Day Planning is, and how following your passions outside of work can help you grow your business
- How to network effectively with your target demographic and better understand them
- Why interviewing can help you get clients
Connect with Jen Dawson
Website: https://hemingtonwm.com/our-team/jen-dawson/
Blog: https://www.cifinancial.com/ci-privatewealth/us/en/insights/articles.html
LinkedIn: https://www.linkedin.com/in/jenlakedawson/
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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