After spending 39 years as a financial advisor, Anne Spinks is a true veteran of the industry. As the owner of Nevotti Spinks Asset Management, Anne dedicates herself to guiding clients to make financial decisions that better their quality of life. I interviewed Anne for the podcast to learn what she did to create a thriving business that has proven itself capable of standing the test of time.

Anne and I discussed:

If you want to learn more from Anne, check her out online!

Connect with Anne Spinks

Website: https://nevottispinks.com

Facebook: https://www.facebook.com/anne.n.spinks

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

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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Nicholle Overkamp is a good friend of mine, and she’s also awesome at her work in the financial industry. She’s the CEO and founder of Wilcox Financial Group, LLC., the CEO and founder of PowHERhouse Money Coaching, AND the bestselling author of Money Bitch. Since working with me in 2017, Nicholle has tripled her revenue, and her business ventures and clients are truly thriving. I had her on the podcast this week to tell you about her incredible story and tips to achieve success in your business like hers.

In addition to some much-needed catching up, Nicholle and I talked about:

If you’re as inspired by Nicholle’s journey as I am, keep up with her on social media!

Connect with Nicholle Overkamp

Websites: https://www.wilcoxfinancialgroup.com/team/nicholle-overkamp-mba

Instagram: https://instagram.com/nicover17?utm_medium=copy_link

Facebook: https://www.facebook.com/Wilcoxfinancialgroup/posts/nicholle-overkamp-mba-of-wilcox-financial-group-llc-williamsville-ny-finding-the/1720836151340626/

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

Book: https://www.amazon.com/Money-Bitch-No-BS-financial-future/dp/1791873715

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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When I started out as a financial advisor, I worked hard to get leads. But the industry strategies I learned were awkward and ineffective. I don’t want you to deal with the same struggles that I did. That’s why I’m taking this episode to give you ideas about new ways to get leads that are free, painless, and will give you the business prospects you want.

I’ll tell you all about:

Check out my community on social media!

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 

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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Mandi Woodruff-Santos is an inclusive wealth-building advocate, career coach, and the co-host of popular podcast, Brown Ambition. She contributes finance and career advice to The New York Times, Yahoo News, CNBC, CNN, Business Insider, Essence, Teen Vogue, US News and World Report, and more. Her work covers the intersections of race, career, and wealth-building. Her business, MandiMoney Media, LLC., offers content consulting services and partners with brands to educate women about finances and career.

Mandi and I have really similar business philosophies. I loved talking to her about:

Do you connect with Mandi’s mission of inclusivity? Find her on social media to become a part of it!

Connect with Mandi Woodruff-Santos

Websites: https://www.mandimoney.com

Twitter: https://twitter.com/mandiwoodruff?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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

Instagram: https://instagram.com/mandimoney?utm_medium=copy_link

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

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 want more women to be financial advisors. Not just for the women in the industry, but for the women seeking help with their finances. That’s why I’m taking this week to reflect on the importance of working with the people who really need you. When you’re thinking about who to conduct your business with, I hope you prioritize women. 

I’ll tell you all about:

Check out my community on social media!

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 

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

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Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn’t for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have in assets. With virtual options and locations across the country, Shannon’s work has truly created a new way of financial advising.

Shannon’s business model and industry experiences were truly fascinating. We talked about:

Did Shannon’s beliefs and experiences resonate with you? Connect on social media to learn more about her and The Financial Gym!

Connect with Shannon McLay

Websites: https://financialgym.com/our-founders-story

http://www.shannonmclay.com/about

Instagram: https://instagram.com/theshannonmclay?utm_medium=copy_link

Twitter: https://twitter.com/theshannonmclay?lang=en

LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/

Podcast: https://martinisandyourmoney.com/about

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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When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips to get your AUM way up.

I’ll tell you about:

Like my advice? Get more on my social media!

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 

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Contact: [email protected]

Schedule one-on-one call: https://femalefinancialadvisors.com/call

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Michelle R. Donovan is the owner of Productivity Uncorked, a coaching service dedicated to helping financial professionals get referrals and maximize their productivity. She and her team have found unique methods to ensure that their clients create relationships with centers of influence that offer them opportunities to both receive and share new business. 

Michelle had some really helpful tips for how to sustainably create new business relationships. We talked about:

Want to learn more about how to build up relationships with COIs? Check out Productivity Uncorked, and Michelle’s social media!

Connect with Michelle Donovan

Website: https://productivityuncorked.com

Twitter: https://twitter.com/referability

Facebook: https://www.facebook.com/michelle.r.donovan

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

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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This week on Growing Your Financial Business…The Woman’s Way, I’m getting deep into the details. I’m going to teach you about a tried and true method for figuring out the gaps in your potential client’s life: the commitment confidence test. That way, you can learn within that first conversation how to help them get from where they are right now, to where they want to be.

In this episode, I explain:

Want to learn more of my strategies for your business? I’ve got plenty of advice on social media!

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 

Growing Your Financial Business…The Woman’s Way! Facebook group: https://www.facebook.com/groups/FemaleEmpoweredEntrepreneurs/

Contact: [email protected]

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Chad Durfee is the creator of Referral Accelerator Mastery Program (R.A.M.P), a coaching service that helps high-ticket sales professionals maximize their ability to get referred to new business. His background is in behavioral and social psychology, which gives Chad a unique approach to referrals that leans into human nature and impulses, instead of making clients and professionals alike uncomfortable. 

Chad gave me some really helpful tips to follow for getting referrals. We covered:

Are you ready to get the most out of referrals? Connect on social media to learn more about Chad’s system, or better yet, get on his calendar!

Connect with Chad Durfee

Book Your Call Here: https://referralwave.com/rc

Websites: https://referralwave.com/

Instagram: https://instagram.com/chaddurfee?utm_medium=copy_link

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

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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