Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and profitability strategist and guide, to explore how advisors can build wealth that extends far beyond traditional metrics. Tana shares her unique approach to aligning business profitability with personal purpose, offering practical frameworks for advisors who want to grow their practices while maintaining work-life balance. Learn how to create a purpose-driven advisory practice that serves both your clients and your personal goals.

Resources:

• Tana’s private, subscriber-only podcast: Finding Financial Wellness