Building Long-Term Success with Ivy Menchel
February 14, 2023

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I was so excited to speak with Ivy Menchel for this episode of Let's Talk Sales!
Ivy is a Family and Business Wealth Advisor at Capital Management Group, providing confidence and financial independence for individuals and families facing life-changing events.
She authored the workbook “Define Your Wealth” and co-authored the e-book “Navigating Your Divorce: Legal, Financial and Emotional Basics.”
She's incredibly well-networked here in NYC and is a member of a number of associations and forums. We hope you enjoy this episode!
Discussion with Ivy Menchel:
In this episode, we tackle:
- How Ivy's background in psychology impacts her work in wealth management
- Ivy's core principles for business development: listen, service, and build relationships
- What trends Ivy has been keeping an eye on
- Opportunities that have arisen for many people over the past few years
…And so much more!
Featured on this episode:
- Ivy Menchel on LinkedIn
- Elizabeth Frederick on LinkedIn
- Ivy's Resource Book Recommendations:
- Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success by Susan L. Hirschman
- Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner by David Bach
- Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors by John M. Leonetti
- CFS Resource Recommendations:
- Check out our free resource on The Ultimate Guide to Sales Targeting: How to Attract and Pursue the Right Leads for Your Business!
- Subscribe to our blog!
- Follow us on Twitter! @CFSPlayBook
The Ultimate Guide to Sales Targeting
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