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EP 130 Secrets To Building A $265M AUM Practice with Debra Schatzki
Manage episode 371643419 series 2892865
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
154 episodes
Manage episode 371643419 series 2892865
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
154 episodes
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