EP 062 How to Get Higher Caliber Clients with Lisa Kerwin

Lisa Kerwin, CRPC, is a financial adviser who helps mid-career women transition to a work-optional lifestyle. As my friend and a participant in my FEMM mentorship program, Lisa has exponentially grown her business, while working with fewer clients of a higher caliber. She’s passionate about making sure that the women who partner with her have financial clarity, and have as many options as possible for what their lives can look like. Lisa’s journey as a financial advisor is really enlightening for any women in the industry. She told me about: Trusting in her ability to work with higher AUM Sustainable ways to attract new business The importance of a confident mindset Why fewer clients is better Does Lisa’s story and business resonate with you? Check out her social media! Connect with Lisa Kerwin Websites: https://www.edwardjones.com/us-en/financial-advisor/lisa-kerwin LinkedIn: https://www.linkedin.com/in/lisarkerwin/ Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4wome 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