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Episode 12 - Exiting Your Business Gracefully with Janise Graham
In this episode of the Wealth Craft Podcast, hosts Ryan Burklo and Rob Bukacek welcome Janise Graham, a seasoned professional in the financial services industry. Janise shares her unique journey into financial services, her transition from retirement planning to succession planning, and the challenges she faced as a woman in a male-dominated field. The conversation highlights the importance of networking, building relationships, and the need for more women in the industry. Janise also discusses her book, 'Leaving in Style,' which aims to simplify the complex conversation around exit planning for business owners.
Check us out on Instagram: https://www.instagram.com/wealthcraft_podcast/
Check us out on YouTube: https://www.youtube.com/@WealthCraftPodcast
Check out Janise Graham: https://leavinginstyle.com/
Takeaways
Janise Graham's journey into financial services began out of fear and a desire to learn. The transition from retirement planning to succession planning was influenced by personal experiences. Networking and building relationships are crucial for success in the financial industry. Women in the financial services industry face unique challenges and need support to thrive. Janise emphasizes the importance of recognizing and embracing women's strengths in the industry. The book 'Leaving in Style' aims to simplify exit planning for business owners. Janise's coaching focuses on helping business owners build a strong foundation for their businesses. Collaboration and teamwork are essential for overcoming challenges in the financial services industry. Janise's experience highlights the need for mentorship and support for women entering the field. The podcast encourages listeners to recognize the value of small businesses in the economy.
Chapters
00:00 Introduction to the Wealthcraft Podcast 02:06 Janise Graham's Journey into Financial Services 05:47 Evolution from Retirement Planning to Succession Planning 07:44 The Importance of Client Relationships 10:51 Overcoming Challenges in the Financial Industry 13:35 The Role of Networking and Collaboration 20:42 Women in the Financial Services Industry 24:54 Embracing Diversity in Recruitment 25:13 Women in Business: Overcoming Challenges 27:57 Building a Supportive Network 30:02 The Importance of Foundations in Business 34:03 Writing 'Leaving in Style': A Journey 41:02 Exit Planning: Leaving with Grace 44:48 Empowering Women in the Industry
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By Ryan Burklo and Rob BukacekIn this episode of the Wealth Craft Podcast, hosts Ryan Burklo and Rob Bukacek welcome Janise Graham, a seasoned professional in the financial services industry. Janise shares her unique journey into financial services, her transition from retirement planning to succession planning, and the challenges she faced as a woman in a male-dominated field. The conversation highlights the importance of networking, building relationships, and the need for more women in the industry. Janise also discusses her book, 'Leaving in Style,' which aims to simplify the complex conversation around exit planning for business owners.
Check us out on Instagram: https://www.instagram.com/wealthcraft_podcast/
Check us out on YouTube: https://www.youtube.com/@WealthCraftPodcast
Check out Janise Graham: https://leavinginstyle.com/
Takeaways
Janise Graham's journey into financial services began out of fear and a desire to learn. The transition from retirement planning to succession planning was influenced by personal experiences. Networking and building relationships are crucial for success in the financial industry. Women in the financial services industry face unique challenges and need support to thrive. Janise emphasizes the importance of recognizing and embracing women's strengths in the industry. The book 'Leaving in Style' aims to simplify exit planning for business owners. Janise's coaching focuses on helping business owners build a strong foundation for their businesses. Collaboration and teamwork are essential for overcoming challenges in the financial services industry. Janise's experience highlights the need for mentorship and support for women entering the field. The podcast encourages listeners to recognize the value of small businesses in the economy.
Chapters
00:00 Introduction to the Wealthcraft Podcast 02:06 Janise Graham's Journey into Financial Services 05:47 Evolution from Retirement Planning to Succession Planning 07:44 The Importance of Client Relationships 10:51 Overcoming Challenges in the Financial Industry 13:35 The Role of Networking and Collaboration 20:42 Women in the Financial Services Industry 24:54 Embracing Diversity in Recruitment 25:13 Women in Business: Overcoming Challenges 27:57 Building a Supportive Network 30:02 The Importance of Foundations in Business 34:03 Writing 'Leaving in Style': A Journey 41:02 Exit Planning: Leaving with Grace 44:48 Empowering Women in the Industry