In this episode, Jeff and Deborah discuss:

• Deborah’s self-driven start in financial planning in 1981

• The multi-pronged marketing approach to growing her award-winning business

• Her evolution from advisor to highly successful CEO

• Giving back through wine making and writing

Key Takeaways:

• Build your business by investing in your personal relationships with others

• Educate your market before your ask for the sale

• Learn to fire yourself

• Be authentic to attract the right clients

"If you want to live like others you dream about today, you've got to do what others won't do today to get there" — Deborah Danielson