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Ep. #33 – How One Advisor Built a $1M+ Boutique Financial Practice Taking 12 Weeks Off Per Year with Anat Yoder, CFP®, CRPS®

 

What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?

What would that mean to you?  More time with family and friends?  More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing?

And what if you could build a successful referral-only practice tapping into a goldmine of referrals from certain types of estate planning attorneys?  What would that mean for your business and how would that feel?

Is this achievable?    Well… Yes, it is!

In this episode, Bill Cates interviews Anat Yoder, CFP®, CRPS®, Principal and Wealth Manager at Yoder Wealth Management. Anat explains how she and her business partner (husband Michael Yoder), have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance.

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Bill and Anat discusses:

  • What motivated her (and her husband) to have a healthy work-life balance by working just 30 hours per week and taking 12 weeks off each year
  • Anat’s process for releasing clients into the loving care of another advisor to free up her time to serve wealthier clients.
  • How she cracked the code for referrals from estate planning attorneys to reach wealthy clients.
  • Her unique approach to getting to know her client’s children BUT NOT working with them.
  • ….And more!

 

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About Our Guest

Anat N. Yoder began her professional career in structural engineering, earning her PE license and working on several notable projects, including the Bay Bridge. She became a financial advisor in 2004 in order to direct her problem-solving skills toward work that was more personally meaningful for her. She is active in the community, and serves on the board of a local non-profit organization. Anat has a BS in civil engineering, as well as an MS in structural engineering, both from UC Berkeley.  She is a Certified Financial Planner™ (CFP) and a Chartered Retirement Plans Specialist (CRPS).

Connect With Anat Yoder:

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

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Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


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