EP 140 $10M in AUM in 10 Months with Tandy Ervin

Growing Your Financial Business...The Woman's Way

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1y ago 36:16

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This episode’s guest is Tandi Ervin, a woman who is so loving, so sweet, so kind, and so smiley that listening to her will just encourage you and get you excited you to grow your business.

She has a very successful tax planning and financial advisory business.

When I met Tandy, she had about $10M in AUM and in just 10 months, she was able to double that, getting an additional $10M in AUM. With the right guidance, attention and intentional action-taking, Tandy grew her ideal book of business.

Listen in to learn what tweaks Tandy made in her business to increase her income and impact without working like a dog.

I promise you’re going to really enjoy this episode and learn how she was able double her AUM, as someone who wasn’t really doing any prospecting, wasn’t doing and marketing, was really just coasting.

Connect with Tandy Ervin

Email: tandy.ervin@lpl.com

LinkedIn: https://www.linkedin.com/in/heather-venenga-90670760/

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

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