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

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Manage episode 371643419 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.

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 impact on the world.

In this episode, you’ll learn:

  • What investment you need to make to reach your dreams
  • How to guarantee your own success and fulfillment
  • The best way to set up a streamlined process that provides immense value to your clients, fostering satisfaction and loyalty.
  • Techniques to confidently charge fees that reflect the true value of your services.

Connect with Debra Schatzki

Website: https://www.bppwealth.com

Facebook: https://www.facebook.com/profile.php?id=100063587351579

LinkedIn: https://www.linkedin.com/in/debra-schatzki-ba481312/

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

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 371643419 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.

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 impact on the world.

In this episode, you’ll learn:

  • What investment you need to make to reach your dreams
  • How to guarantee your own success and fulfillment
  • The best way to set up a streamlined process that provides immense value to your clients, fostering satisfaction and loyalty.
  • Techniques to confidently charge fees that reflect the true value of your services.

Connect with Debra Schatzki

Website: https://www.bppwealth.com

Facebook: https://www.facebook.com/profile.php?id=100063587351579

LinkedIn: https://www.linkedin.com/in/debra-schatzki-ba481312/

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

  continue reading

154 episodes

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