Ron Carson is a powerhouse in the financial industry. He’s an icon, a Barron’s Hall of Fame wealth advisor, and one of the top wealth advisors in America listed in Forbes. One could assume that a powerful drive and passion have made him the success he is, in leading the 5,000-member firm Carson Group. His leadership style really stems from a mindful approach to understanding the needs of his employees and his personal hope of improving inequities throughout the world. He is an advocate for promoting women in the financial industry and openly admits how women have taught him how to improve work environments. He takes the same conscious business philosophy and applies it in his many non-profits, co-founded with his wife, Jeanie.

Our conversation includes a full range of thought-provoking ideas including:

●    The importance of self-care and allowing self-compassion in the workplace.

●    A unique approach to goal setting.

●    Time management and blueprinting your life.

Get out your notepads and listen to this episode again and again. The ideas and concepts are something we can immediately put into practice!

Please let me know what you enjoyed in this episode and if you are using any of Ron’s techniques.

Go to https://femalefinancialadvisors.com/ron to be invited to the breathing exercise event or other special trainings/events with Robyn. 

Connect with Ron Carson:

Website: https://www.carsonwealth.com/team-members/ron-carson/

LinkedIn: https://www.linkedin.com/in/roncarson1

Connect with Robyn Crane

Website:   https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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It’s exciting to find another woman who is as passionate as I am about promoting and keeping women in the industry. Adri Miller-Heckman started at Smith Barney and spent years training thousands of new financial advisors and bank representatives. Her 30 years in the industry and her first-hand experiences of seeing how differently men and women work allows her to give great insight to the women she coaches through her own company, FemXAdvisors. Though Adri and I have similar businesses, we see each other as a collaborators with a shared mission, not as competitors.

In our conversation we talked about:

●    The defining moments of doing things the “women’s way” in the industry.

●    The financial challenges of starting on your own.

●    Facing fears and finding support for our independent journey.

●    Finding personal alignment in how you help your clients.

●    The importance of having a coach.

Adri’s advice is for women to collaborate, share, communicate, and build relationships. I full-heartedly agree!

Connect with Adri Miller-Heckman:

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

Twitter: https://twitter.com/AdvisorsKeys

LinkedIn: https://www.linkedin.com/company/femx/

YouTube: https://www.youtube.com/channel/UCKlOP_Yb8JhXlLUZ4Hcl5ow

Connect with Robyn Crane

Website:   https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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I’m so excited to have you in our community and listening to my new podcast. Joining me to help kick things off is my very talented COO, Ashley Peterson. For the past five years, Ashley has worked on creating the back-end systems and managing the team of our seven-figure company. Ashley will be with me on this episode to give insights on some of the strategies that have helped our clients create success.

Our mission is to help women in the financial industry be more successful so they stay in the industry. Because of the challenges women have faced, it has been like a revolving door. (Women are leaving the industry as much as they’re entering it - and we want to change that). Women who have stayed in the industry have created great transformations and amazing things that we want to recognize and celebrate, to inspire you!

As a financial advisor or insurance professional, we want you to be successful and grow your business, so you can help more people.

In this episode we share insights on our purpose and client case studies including:

We invite you to join the upcoming Appointment Generator Challenge specifically designed to help you get qualified appointments on your calendar in five days or less.  

Again, thank you for being part of a community that supports women in the financial industry. And please send us your comments and suggestions! 

Five Day Appointment Generator Challenge

Website: https://www.femalefinancialadvisors.com/tag-challenge

Connect with Robyn Crane

Website:   https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

Twitter: @RobynHCrane

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The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insurance professionals become so successful, they never leave the industry.

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