EP 125 Simplify Your Process with Abagail Pumphrey and Emylee Williams

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

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.

1y ago 30:38

MP3•Episode home

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 during the episode that will help you position yourself as an expert AND save a ton of time. They shared an incredible process for developing a methodology that works like a charm for every type of client, streamlining your business with existing clients while attracting new ones.

Picture this: you have a dialed-in system that works for every client, and incorporates their specific needs, age, or financial situation. Plus, so much of your process is automated. This alleviates the headaches and gives you more time and freedom to focus on what’s most important to you. It's the secret sauce that'll make potential clients realize you're the best option for them!

Here are some juicy topics we covered in the episode to help you put these systems in place:

How you can differentiate yourself as a financial professional when everybody seems to be selling the same things
Developing a process so you save time and become more reliable for your clients
Naming your messaging system
How you can pinpoint who you want to serve and how
Systematizing your business to make your life easier and more creative

Connect with Abagail Pumphrey and Emylee Williams:

Website: https://bossproject.com

Facebook: https://www.facebook.com/groups/thinkcreativecollective/about/

LinkedIn: https://www.linkedin.com/company/boss-project

Youtube: https://www.youtube.com/channel/UCk7iXnB_Pu78NVei0esf8_w

Instagram: https://www.instagram.com/bossproject/

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

#Business #Robyn Crane