EP 144 How To Build A $110M AUM Practice While Working Half-time wtih Suzanne Powell

In today’s episode, we’re joined by Suzanne Powell, a powerhouse financial advisor, dedicated mother to six, and an expert in balancing work-life dynamics. From managing a $100M+ portfolio to authoring a best-selling book, Suzanne has mastered the art of maximizing results in minimal time. In this episode we cover: • How Suzanne grew her book from $40 million in AUM in 2019 to over a whopping $100 million today, all while working just six months annually. • Strategies Suzanne used to enhance every facet of her practice, from time management and business growth to securing top-tier clients. • The Surge Approach: how to grow a successful business using an innovative model of working half-time • How to charge fees so you’re compensated fairly for your expertise. • Converting cold leads with insights from Suzanne’s proven tactics on turning smart asset cold leads into loyal clients. • How Suzanne uses her book ‘The Ultimate Money Moves for Women Over 50’ to get new ideal clients 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 Learn more about your ad choices. Visit megaphone.fm/adchoices