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.