About this episode
Send a textWhen 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.Connect with Me: Instagram: @racheal.cook TikTok: @rachealcookmba LinkedIn: @rachealcook YouTube: @the_ceo_collective Website: The CEO Collective Subscribe & Review: If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! ? Thanks for listening! I'll see you next week!
