Growing Your Financial Business...The Woman's Way

01 Marzo 2023

INFORMAZIONI SU QUESTO EPISODIO

EP 111 Embracing Authenticity & Transparency To Get Great Clients with Jen Dawson

Jen Dawson is a CFP, senior wealth advisor, and a working mom. She focuses specifically on helping breadwinner attorney women, and is clearly successful with her target marketing — Hemington, her firm, is one of the fastest-growing RIA firms in the country. Most importantly, she’s walking in your shoes. Jen has lived and breathed the financial industry for 15 years, and she knows exactly how things work. I had her on my podcast to talk where she talked about networking and niching (while staying true to what’s important to you to find success and get great clients she connects with.

Tune in to hear us talk about:

The importance of “pausing,” incorporating wellness practices, and having deep conversations
How living your best life can help your client relationships
What 90 Day Planning is, and how following your passions outside of work can help you grow your business
How to network effectively with your target demographic and better understand them
Why interviewing can help you get clients

Connect with Jen Dawson

Website: https://hemingtonwm.com/our-team/jen-dawson/

Blog: https://www.cifinancial.com/ci-privatewealth/us/en/insights/articles.html

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

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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Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Robyn Crane, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.