Discover how building a truly profitable advisory practice requires mastering burn rates, cash flow management, and team optimization while staying aligned with your personal values and lifestyle goals. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and seasoned profitability strategist and guide, to explore the practical frameworks that create both business profitability and personal fulfillment.
Tana shares her proven approach to identifying profitability leaks, leveraging team strengths effectively, and building the financial infrastructure that sustains growth during uncertain periods.
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About the Host:
Kirsten Schlumbohm is the vice president, head of annuity sales at C2P. She has over 15 years of industry experience in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering you and helping you reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.
About the Guest:
Tana Kramer, founder of TK Solutions, is a Profitability Strategist and Guide dedicated to helping entrepreneurs—especially women leaders—achieve sustainable growth and financial success. From working in her father’s small-town glass shop to managing complex financial operations, her journey reflects a deep passion for business success.
With a Business Administration and Management degree from Arizona State University and decades of experience across industries, Tana specializes in streamlining operations, improving efficiencies, and driving profitability. Her strategic approach empowers entrepreneurs to align their businesses with their lifestyle goals, creating a foundation for both financial and personal fulfillment.