• How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities

  • Nov 21 2024
  • Durée: 40 min
  • Podcast

How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities

Écouter gratuitement

Voir les détails du balado

  • Résumé

  • Send us a text

    When financial advisor Cris Caruso left her secure corporate position to launch Savoire Financial, she knew exactly who she wanted to serve: women, Gen X, and LGBTQ+ clients who've been historically overlooked by traditional financial services. In this conversation, she shares how she successfully transitioned her practice, brought her clients along, and built a business that combines hospitality with education. Her insights on the coming wealth transfer to women and the power of building genuine relationships reveal why going niche isn't just good business—it's transforming how underserved communities access financial guidance. A must-listen for service professionals ready to make their own bold move.
    Voir plus Voir moins
Voir plus Voir moins
activate_Holiday_promo_in_buybox_DT_T2

Ce que les auditeurs disent de How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.