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

Promote Yourself to CEO | Small Business Strategy for Women Entrepreneurs

Inhoud geleverd door Racheal Cook MBA: Small Business Owner, Entrepreneur, Business Growth Strategist, Racheal Cook MBA: Small Business Owner, and Business Growth Strategist. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Racheal Cook MBA: Small Business Owner, Entrepreneur, Business Growth Strategist, Racheal Cook MBA: Small Business Owner, and Business Growth Strategist of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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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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