Let's Talk Sales

Building Long-Term Success with Ivy Menchel

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I was so excited to speak with Ivy Menchel for this episode of Let's Talk Sales!

Ivy is a Family and Business Wealth Advisor at Capital Management Group, providing confidence and financial independence for individuals and families facing life-changing events. 

She authored the workbook “Define Your Wealth” and co-authored the e-book “Navigating Your Divorce: Legal, Financial and Emotional Basics.”

She's incredibly well-networked here in NYC and is a member of a number of associations and forums. We hope you enjoy this episode!

Discussion with Ivy Menchel:

In this episode, we tackle:

  • How Ivy's background in psychology impacts her work in wealth management
  • Ivy's core principles for business development: listen, service, and build relationships
  • What trends Ivy has been keeping an eye on
  • Opportunities that have arisen for many people over the past few years

    • …And so much more!

    Featured on this episode:

    • Ivy Menchel on LinkedIn
      • cmgnewyork.com/ivymenchel
      • Elizabeth Frederick on LinkedIn
      • Ivy's Resource Book Recommendations:
        • Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success by Susan L. Hirschman
        • Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner by David Bach
        • Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors by John M. Leonetti
        • CFS Resource Recommendations:
          • Check out our free resource on The Ultimate Guide to Sales Targeting: How to Attract and Pursue the Right Leads for Your Business!
          • Subscribe to our blog!
          • Follow us on Twitter! @CFSPlayBook
            • Sales & Marketing Alignment
            3 Critical Areas Where Collaboration is Essential
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            The post Building Long-Term Success with Ivy Menchel appeared first on Criteria For Success.

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