EP 032 Creating the Best Client Experience with Faith and Hope Zimmerman

08/18/21 • 37 min

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

Faith and Hope Zimmerman don’t work in finance, but they are one of my favorite entrepreneurial duos I’ve worked with. The twin sisters have run their own architecture firm for 30 years, and they have faced similar problems to financial advisors when it comes to providing the best client experience. Even though their business was struggling 6 years ago when we first met, Faith and Hope have completely revamped their firm, implementing new strategies and systems that leave their clients more satisfied than ever.

Faith and Hope are dynamic, coachable, and absolutely charming. In our conversation, we cover:

Feeling incongruent with your career path
Why to go into business for yourself
Being real with your clients
Building your credibility with client systems

Want to tell us what you thought of the show (or just need a good pair of architects)? Connect with us on social media!

Connect with Faith and Hope Zimmerman

Website: https://www.zimarch.com/

Facebook: https://www.facebook.com/ZimmermanArchitects.NJ/

Youtube: https://www.youtube.com/user/ZimmermanArchitects

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

Faith and Hope are dynamic, coachable, and absolutely charming. In our conversation, we cover:

Feeling incongruent with your career path
Why to go into business for yourself
Being real with your clients
Building your credibility with client systems

Want to tell us what you thought of the show (or just need a good pair of architects)? Connect with us on social media!

Connect with Faith and Hope Zimmerman

Website: https://www.zimarch.com/

Facebook: https://www.facebook.com/ZimmermanArchitects.NJ/

Youtube: https://www.youtube.com/user/ZimmermanArchitects

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

Previous Episode

EP 031 The Riches Really Are in the Niches with Olivia Summerhill

The financial industry tells you to work with everyone, but Olivia Summerhill knew that system wasn’t working for her. Olivia is a successful CFP® professional, CDFA®, and BFATM who works exclusively with affluent, divorcing and divorced women, and she is also host of the podcast Divorce for Wealthy Women. She started Summerhill Wealth Management less than a year ago, working only within her ultra-specific niche, and she’s already seeing amazing growth.

I’m so excited to have Olivia on the podcast to share her systems and strategies for business growth. In our conversation, we talk about:

Investing in your personal and business growth
Starting your own business
How niching makes you memorable
Knowing your worth — and charging the right price

Do you want to hear more from me and Olivia? Make sure to follow us on our socials!

Connect with Olivia Summerhill

Website: https://www.summerhillwealth.com/

Twitter: https://twitter.com/O_Summerhill

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

Podcast: https://podcasts.apple.com/us/podcast/divorce-for-wealthy-women/id1546130936

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

Next Episode

EP 033 Money Mindset is the Missing Ingredient with Shannah Game

I could fangirl all day long about Shannah Compton Game, a money wellness expert, CFP® professional with an MBA, and host of Millennial Money, which the New York Times ranked in the Top 5 Money Podcasts (wow!). She is also the CEO of Hello, It’s Me and creator of the Money Mindset Journal — which inspired our conversation in this episode. Her advice can help both you and your clients build healthier relationships with money and perfect your daily routine.

Shannah even helped me decipher my money mindset, and it was so helpful. We also talked about: