Balance and Growth: Redefining Success and Self-Care in Finance

“When my batteries are depleted, I'm not showing up as the best mom. I'm not showing up as the best partner. I'm not showing up as the best financial advisor or leader.”

Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by Anne McCabe, the CEO of Curo Private Wealth, to hear her perspective on finding new clients, conquering self-doubt, and prioritizing self-care as a woman in finance.

Anne founded her company in 2014, using more than a decade of experience and an insatiable thirst for knowledge to create a firm that empowers women and prioritizes authentic relationships.

In this episode, Anne shares the secrets to her success, including the unique way she uses a CRM system to surprise her clients with personal gifts and learning to embrace the feminine traits that she brings to the table (rather than learning how to golf).

What may have had the biggest impact on her is her commitment to her own wellness–both mental and physical. Through weekly reflection and planning sessions, a minimum of three workouts each week, and daily breaks for mindfulness, she is able to show up better as an advisor, mother, and leader.

Key takeaways:

1. Actively Seeking Clients: Anne highlighted the importance of actively seeking clients in the financial services industry to gain intellectual capital and succeed.

2. Overcoming Impostor Syndrome: Embracing risk and putting oneself out there despite uncertainties can help combat impostor syndrome and lead to growth.

3. Embracing Authenticity: We discussed the power of authentic approaches in client acquisition, emphasizing the value of offering 15-minute conversations and personalized gifts to show gratitude for referrals.