How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities
Promote Yourself to CEO | Small Business Strategy for Women Entrepreneurs - Podcast tekijän mukaan Racheal Cook MBA: Small Business Owner, Entrepreneur, Business Growth Strategist - Torstaisin
Kategoriat:
Send us a textWhen 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 o...
