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How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities
Manage episode 451205038 series 1308342
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.
439 에피소드
How Cris Caruso Built a Financial Practice for GenX Women and LGBTQ+ Communities
Promote Yourself to CEO | Small Business Strategy for Women Entrepreneurs
Manage episode 451205038 series 1308342
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.
439 에피소드
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