The Efficient Advisor: Tactical Business Advice for Financial Planners

300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane

Aug 26, 2025
In this discussion, marketing expert Robyn Crane shares her transition from a struggling advisor to a seven-figure entrepreneur. She reveals her unique BRAND formula for crafting an authentic personal brand that can outlast AI advancements. Robyn emphasizes the importance of building genuine connections, overcoming self-doubt, and aligning with your ideal client. She highlights the power of personal storytelling in establishing trust and offers practical strategies to stand out in a crowded marketplace while embracing AI as a supportive tool.
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INSIGHT

Human Connection Beats AI

  • Authentic human connection is the advisor's strongest advantage over AI.
  • Advisors must redefine their role to create true wealth beyond numbers.
ANECDOTE

Turning Crisis Into Breakthrough

  • Robyn described hitting six-figure then losing it and going into debt while trying IVF.
  • That low point forced surrender, changed her approach, and helped build her seven-figure business.
ANECDOTE

From Tony Robbins To Belief Loans

  • Robyn attended Tony Robbins, faced her 'I'm so stupid' limiting belief, and tried radical techniques to change it.
  • She later learned 'borrow the belief' and took action despite still feeling stuck, which produced results.
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