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When financial advisor Cris Caruso left her secure corporate position to launch Savoire Financial, she knew exactly who she wanted to serve: women, Gen X, and LGBTQ+ clients who've been historically overlooked by traditional financial services. In this conversation, she shares how she successfully transitioned her practice, brought her clients along, and built a business that combines hospitality with education. Her insights on the coming wealth transfer to women and the power of building genuine relationships reveal why going niche isn't just good business—it's transforming how underserved communities access financial guidance. A must-listen for service professionals ready to make their own bold move.

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Ready to stop feeling guilty about your workday? In this practical episode, Rachel Cook dismantles the outdated 8-hour workday model and presents a smarter way to run your business. Based on research showing knowledge workers peak at just 3-4 productive hours daily, she reveals how to leverage these focused periods for maximum impact. Through clear examples from her own successful practice of separating focus days from call days, Rachel demonstrates how you can structure your business around your life—not the other way around. Learn the proven approach that's helping women entrepreneurs get better results while working less, and finally feel confident about how you spend your time.

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Were you able to consistently show up and market your business this year... or was marketing and sales an afterthought?

Were you actually able to take time off this year... or did your schedule get so out of control that you are on the verge of burnout?

In the final part of the Plan Your Best Year Ever Challenge, we are going month by month to make sure you and your business have a real action plan to achieve your goals in 2025.

Get access to the full Plan Your Best Year Ever Challenge Here!

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You tell yourself This is my YEAR! I'm gonna do the dang thing!

You write down your big business goal. You put in up where you can see it constantly. You're committed to making it happen!

But then life gets in the way and that goal you set is a long gone memory.

When we only set goals once a year, we miss out on the process of going after that goal because we aren't setting ourselves up for success.

In this episode, learn a better way to achieve your overall business goals including increasing revenue, increasing profits, and increasing control in your business.

Get access to the full Plan Your Best Year Ever Challenge Here!

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Does it feel like your business is constantly in emergency mode and you're spending your days putting out fires?

You might be running your business by DEFAULT instead of by DESIGN!

In this episode, we are talking about how you can proactively design your business to truly work FOR YOU in 2025.

Get access to the full Plan Your Best Year Ever Challenge Here!

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For so many small business owners, the non-stop hustle culture has seriously caused an epidemic of burnout. The last few years have only made this worse!

The good news? You don't have to work 60-80 hours weeks to have a successful business. In fact, many of our clients are working less than 30 hours a week with more than enough time to prioritize their health, wellness, family, friends.. you know... actually having a life!

In this episode, we creating a clear vision for all areas of our life in 2025 based on our definition of success.

Get access to the full Plan Your Best Year Ever Challenge Here!

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With the holidays just around the corner, now is the time to look ahead and plan your business for 2025!

So many entrepreneurs set goals only to reach the end of the year and realize that they didn't follow-through. If that's you - no worries! We have you covered with the Plan Your Best Year Ever Challenge.

In this episode, we are kicking off our 9th annual Plan Your Best Year Ever Challenge beginning with the 2024 Year in Review.

Get access to the full Plan Your Best Year Ever Challenge Here!

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This episode was a little hard to record - I ended up starting and stopping about a dozen times. 

Here at The CEO Collective and on the podcast Promote Yourself to CEO, I've spent a LOT of time talking about building a Life FIRST Business. One that allows you to prioritize enjoying your life - right now - as you grow your business. One that allows you to take time for your health, spend quality time with your family. All the fun parts.

But there is another reason why this approach is so crucially important.

Life doesn't always go as planned. 

And sometimes we don't just need a Life FIRST Business - we need a Life PROOF Business.

One that's going to fully support us as we experience loss, setbacks, and the harder parts of life.

In this episode, I'm sharing more about what I'm currently navigating as I'm experiencing the loss of my dear cousin Holly and how focusing on SYSTEMS are what have allowed me to keep this business running smoothly when I'm not able to show up 100%.

Mentioned in this episode:

• Plan Your Best Year Ever! - Join the free challenge!
• The CEO Collective
• Racheal on Instagram and TikTok
• Rate and review on Apple Podcasts

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Avoid Common Planning Mistakes for Small Business Success in 2025

With my big-picture plan in order for Q4, in this episode I want to prepare you for  planning for 2025! As we begin that task, I want to offer you advice on course-correcting by detailing 10 major mistakes to avoid when setting business goals. The holiday season will be here before you know it, and I plan to be spending so much time with family and friends. I want to make sure that come January, my business is already in motion and I can take off with momentum. Join us for the 'Plan Your Best Year Ever' challenge to ensure both life and business goals are prioritized for sustainable success.


02:35 Seek specificity in your goal-setting starting with your priorities, and including traceable metrics
05:44 How can you break down your big goals into actionable, check-off-able items
08:17 Reviewing, adapting, and adjusting your plan must be part of the plan
10:47 The importance of tracking cashflow and financial planning in your goal-setting
11:52 Protect yourself from overwork, and how to not overload your plate
13:45 Don't compromise your long-term sustainability when working on short-term goals
16:09 The importance of involving your team in your planning process
18:11 Your Plan B in case of emergencies
19:54 Value-based, life-first considerations when planning your business's year ahead
21:57 Maintaining attention to the process, not just a final end
24:14 Introduction and Invitation to join the Plan Your Best Year Ever! Challenge

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Hey there CEOs, Q4 is here and with the holidays fast approaching, I want to talk to entrepreneurs about effectively managing the final 90 days of 2024. I share my insights on managing business during an election cycle, taking time off for family during holidays, and planting seeds that will fruit in Q1 2025! Join me soon for my 'Plan Your Best Year Ever Challenge' to help set sustainable systems for business growth.

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You make yourself available to your clients constantly. They can email or text or call you 24/7, and you make it a priority to respond to them as soon as possible. And you might even be making great money in the process!

From the client's perspective, this sounds great. But while the constant availability works for them, it means your business isn’t really working for you.

Today, I talk with CEO Collective member Dr. Libby Wilson whose functional medicine practice looked great on the surface with successful clients and cash flow. But she had to make shifts so that she could truly have freedom in her business to enjoy life. In this episode, she talks about how she turned things around over the last year to ensure that her practice not only works for her clients but also for herself and her family.

On this episode of Promote Yourself to CEO:

3:25 - Who is Dr. Libby Wilson, how does she help her clients, and where was she struggling in her business before joining the CEO Collective?

7:55 - Hustle culture created this health issue for Dr. Libby. She had to fix the root cause and talks about how the 90-Day Planner helped.

13:07 - Content creation is a major sticking point for a lot of entrepreneurs. Dr. Libby has a 12-month rinse-and-repeat content calendar, so how does she do it?

16:29 - Dr. Libby reveals something she does for her practice and that every entrepreneur needs to apply in their business. We discuss what it is and why it’s so important.

22:34 - Watching how my business runs behind-the-scenes helped Dr. Libby get away from making herself constantly available to clients. What changes did she make in her practice as a result?

30:04 - Dr. Libby discusses how making the adjustments to her business has improved her life and her mindset.

36:30 - To wrap the show, Dr. Libby reveals what she’d say to anyone thinking of joining The CEO Collective. She also briefly discusses her new book and how she works with clients.

Mentioned in Is Your Business Really Working for You? 

• Best Life Functional Medicine
• The Path of Intention: Five Habits to Optimize Your Health and Create a Life You Love by Dr. Libby Wilson
• 90-Day CEO Planner
• Apply for The CEO Collective
• Racheal on Instagram and TikTok