Donna Skeels Cygan

Donna Skeels Cygan, founder of Sage Future Financial, shares her unique journey of building and selling her first financial advisory firm before starting anew. She reveals how deliberate client selection and balance anchor her practice, limiting her to 40 affluent clients. Donna discusses her innovative tools and virtual assistant support to maximize efficiency while maintaining high profit margins. She also touches on her strategic pricing model and the emotional aspects of client selection, all while sharing her philosophy of defining success beyond just revenue.