In this powerhouse episode, Soonah and Karen dive into what truly sets Margin Maximizers apart. They unpack how to build a standout presence in the finance industry through strategic clarity, scalable systems, and real-world leadership.

Karen shares her gift for creating structure, driving accountability, and bridging vision with execution, while Soonah brings bold, commercial thinking and a gift for translating complex finance into actionable strategy. They also explore big data, succession planning, and how to turn stress into strategy when the pressure’s on.

Whether you're leading a team or growing your own firm, this episode is packed with insights to help you thrive in 2025 and beyond.

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