Katie Grauer

Background

About Katie Grauer

Many financial advisors struggle balancing the management of their business while simultaneously investing into it. My goal is to introduce business and marketing strategies that aid advisors in growing their practice. I'm passionate about helping advisors feel re-inspired to take a look at their business and uncover ways to make it bigger and better. I use actionable and practical plans to show advisors how to become more like business owners and attract top Clients. Through consultations and presentations, I'll explain the what, why and how to kickstart practice management opportunities and help advisors discover their full potential. Uncovering an advisor's unique value is an essential step to attract the right people to their practice and build trust.Making connections are so important, and I truly value not only connecting with advisors, but showing them new ways of building relationships with prospects, professionals and Clients. In my spare time, I run an online side business where I also utilize the power of connections, marketing and business strategies. An avid dog and animal lover, I create and sell pet accessories all while independently managing the day-to-day operations. One of my biggest accomplishments has been having Cocopups recently featured in British Vogue's Summer 2022 print editions.