I could fangirl all day long about Shannah Compton Game, a money wellness expert, CFP® professional with an MBA, and host of Millennial Money, which the New York Times ranked in the Top 5 Money Podcasts (wow!). She is also the CEO of Hello, It’s Me and creator of the Money Mindset Journal — which inspired our conversation in this episode. Her advice can help both you and your clients build healthier relationships with money and perfect your daily routine.

Shannah even helped me decipher my money mindset, and it was so helpful. We also talked about:

I’m a huge fan of Shannah, and if you are a fan of either of us, you can find us on your favorite socials!

Connect with Shannah Compton Game

Website:  https://sayhelloitsme.com/ 

Podcast: https://podcasts.apple.com/us/podcast/millennial-money/id957163760 

Twitter: https://twitter.com/shannahgame 

Instagram: https://www.instagram.com/shannahgame/?hl=en 

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

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Faith and Hope Zimmerman don’t work in finance, but they are one of my favorite entrepreneurial duos I’ve worked with. The twin sisters have run their own architecture firm for 30 years, and they have faced similar problems to financial advisors when it comes to providing the best client experience. Even though their business was struggling 6 years ago when we first met, Faith and Hope have completely revamped their firm, implementing new strategies and systems that leave their clients more satisfied than ever.

Faith and Hope are dynamic, coachable, and absolutely charming. In our conversation, we cover:

Want to tell us what you thought of the show (or just need a good pair of architects)? Connect with us on social media!

Connect with Faith and Hope Zimmerman

Website: https://www.zimarch.com/ 

Facebook: https://www.facebook.com/ZimmermanArchitects.NJ/ 

Youtube: https://www.youtube.com/user/ZimmermanArchitects 

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

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The financial industry tells you to work with everyone, but Olivia Summerhill knew that system wasn’t working for her. Olivia is a successful CFP® professional, CDFA®, and BFA™ who works exclusively with affluent, divorcing and divorced women, and she is also host of the podcast Divorce for Wealthy Women. She started Summerhill Wealth Management less than a year ago, working only within her ultra-specific niche, and she’s already seeing amazing growth.

I’m so excited to have Olivia on the podcast to share her systems and strategies for business growth. In our conversation, we talk about:

Do you want to hear more from me and Olivia? Make sure to follow us on our socials!

Connect with Olivia Summerhill

Website:  https://www.summerhillwealth.com/ 

Twitter: https://twitter.com/O_Summerhill 

LinkedIn: https://www.linkedin.com/in/oliviasummerhill/ 

Podcast: https://podcasts.apple.com/us/podcast/divorce-for-wealthy-women/id1546130936 

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 

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Shanna Goodman and I have something in common: we both want to help entrepreneurs like you attract your ideal clients so that you can run your ideal business. Shanna has 16 years of business development experience, including six years as a brand strategy agency owner, and she is the founder of AMP’D, where she teaches meaningful strategy and magnetic marketing to small business owners. Not only that, but she is also a regular contributor to several publications, such as Business Insider, Forbes, and Working Mother.

In this episode, Shanna and I break down her AMP’D OnTrack Wheel, a helpful tool for business owners to monitor their marketing. Our topics include:

Shanna’s advice is so easy to apply to your own business, so make sure to check out the other tools on her website, and reach out to both of us on social media!

Connect with Shanna Goodman

Website:  https://ampdnow.com/ 

Instagram: https://www.instagram.com/goodmanshanna/?hl=en 

LinkedIn: https://www.linkedin.com/in/shannahawesgoodman/ 

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

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Mara Glazer is an incredibly talented copywriter who “secretly” writes for many top-earning entrepreneurs, influencers, and marketers. I’m so impressed by her that I actually hired Mara to work with the women in my FEMM program, a six-month program for female financial advisors and insurance agents. Quality marketing is often overlooked and forgotten by the financial industry, but Mara’s tips can help you write engaging emails and social media posts that not only get through compliance, but also attract plenty of qualified leads.

In this episode, Mara and I discussed everything from her extraordinary background to her practical tips for entrepreneurs, including:

Stick around until the end of the interview for a little perk! Then follow me and Mara on our socials and let us know what you thought of the episode:

Connect with Mara Glazer

Website:  https://www.maraglazer.com/ 

Facebook: https://www.facebook.com/maraglazerfan/ 

LinkedIn: https://www.linkedin.com/in/maraglazer/ 

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

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Rene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Closing Bell), Rene advocates passionately for women in the financial industry, with both a Women Advisors Mastermind and a Smart Women~Savvy Money Club on Facebook.

Rene and I are both dedicated to keeping women in the industry, which is why this episode is all about creating confidence and surrounding yourself with the right people. We discuss:

I loved talking with Rene, and we’re both excited to hear your thoughts on the episode, so make sure to reach out on our socials!

Connect with Rene Nourse

Website: https://www.urbanwm.com/ 

LinkedIn: https://www.linkedin.com/in/renenourse/ 

UrbanWM LinkedIn: https://www.linkedin.com/company/urban-wealth-management/ 

SWSM Facebook Group: https://www.facebook.com/groups/SmartWomenSavvyMoney 

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

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Tandy Ervin is a wealth manager at LPL with 30 years of experience in the financial industry. She is committed to seeing her business grow, and after barely a year of working with her, I’ve watched Tandy secure an extra 10 MILLION in AUM. Like, wow! With that kind of success, Tandy knows all about using efficient processes and forming sustainable habits that drive her business toward constant growth.

Not only that, but I can guarantee you’ll smile while listening to Tandy. I’m technically HER coach, and yet I feel inspired every time I talk to her — I hope she makes you feel the same!

In our conversation, we discuss:

Connect with Tandy Ervin

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/tandyervin/ 

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

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Especially in the financial industry, marketing gets overlooked, but it’s key to your financial growth. Good marketing (a.k.a. messaging) is what gets new clients through the door — reliably! That’s why I sat down with Missy Galang, a marketing expert with an MBA who has helped hundreds of companies with their branding and advertising, from Honda to Nestle to her current home at RentMoola, which helps landlords and tenants keep track of rent.

Missy knows what it takes to get your message to the right audience, whether you’re just starting out or giving your established financial business a boost. In our conversation, we discuss:

What did you think of this episode? Let me and Missy know on social media!

Connect with Missy Galang

Twitter: @MsMissyGalang

LinkedIn: https://www.linkedin.com/in/missygalang/ 

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

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I like working with dedicated, coachable, female financial advisors — which means I LOVE working with Heather Venenga-Whipple. When I taught Heather my system for cloning clients (i.e. a fresh take on target marketing), she took my advice and completely optimized it for her business. Heather is a Financial Associate at Thrivent, and she is amazing at attracting the right prospects. For her, that means being an expert at working with farm wives and families. For you? That means cloning your ideal client.

After coaching Heather for a year, I am thrilled to have her on the podcast and share her incredible achievements with you.

In our conversation, we discussed:

Heather loves partnering with other advisors, and we both want to hear your feedback about the episode, so make sure to connect with us on our socials!

Connect with Heather Venenga-Whipple

Facebook: https://www.facebook.com/heather.venenga 

LinkedIn: https://www.linkedin.com/in/heather-venenga-90670760/ 

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

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Angie Furubotten-LaRosee, CFP® Pro, is the founder of Avea Financial Planning, LLC, and a classic “mom next door.” She has been in the industry since 2006, while also raising her two boys (now college age!). She runs a successful business that suits her lifestyle — travel included — while also providing the most value possible for her clients. Angie truly shows how a little bit of innovation and dedication can help you create your dream job in the financial industry.

In our conversation, we discuss:

I’m so glad I could have Angie on the show. Tell us what you thought of the episode on our socials!

Connect with Angie Furubotten-LaRosee

Website:   https://www.aveafp.com/ 

Facebook: https://www.facebook.com/AveaFP/ 

LinkedIn: https://www.linkedin.com/company/avea-financial-planning-llc/ 

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

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