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Suzanne Powell

Senior Financial Advisor overseeing $110 million in assets under management for nearly 150 households at Meridian Wealth Management, known for her strategic scheduling to leave time for family.

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21 snips
Nov 21, 2023 • 1h 30min

Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Suzanne Powell, Senior Financial Advisor, discusses her strategy of concentrating meetings into two 3-month periods each year to leave time for family. She efficiently manages SmartAsset leads with automation, amassing nearly $70M in new assets. Suzanne shares her approach to client meetings, preparation, and using technology to save time. She emphasizes the value of local presence and personal touch, and offers advice for younger advisors and defining success.