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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.

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Ready to stop feeling guilty about your workday? In this practical episode, Rachel Cook dismantles the outdated 8-hour workday model and presents a smarter way to run your business. Based on research showing knowledge workers peak at just 3-4 productive hours daily, she reveals how to leverage these focused periods for maximum impact. Through clear examples from her own successful practice of separating focus days from call days, Rachel demonstrates how you can structure your business around your life—not the other way around. Learn the proven approach that's helping women entrepreneurs get better results while working less, and finally feel confident about how you spend your time.

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Were you able to consistently show up and market your business this year... or was marketing and sales an afterthought?

Were you actually able to take time off this year... or did your schedule get so out of control that you are on the verge of burnout?

In the final part of the Plan Your Best Year Ever Challenge, we are going month by month to make sure you and your business have a real action plan to achieve your goals in 2025.

Get access to the full Plan Your Best Year Ever Challenge Here!