In this episode of Women of Wealth, we sit down with Holly Perry, Co-Founder and Chief Operating Officer of Great Vista Education & Technology, to talk about faith, leadership, and building a purpose-driven business that empowers agents and entrepreneurs to thrive.

💎 Meet Our Guest

Holly Perry
A former licensed social worker turned insurance industry leader, Holly Perry brings over 13 years of experience to her role as Co-Founder and COO of Great Vista Education & Technology. What began as a small appointment-setting service has grown into a nationwide organization specializing in ACA, Medicare, and Final Expense training and support. With a heart for people and a mind for systems, Holly is passionate about helping agents grow through leadership, structure, and values-based success.

💬 Episode Highlights
• How a social worker’s heart led to a thriving business in insurance
• The story behind Great Vista’s growth and what makes it unique
• Leadership lessons in trust, adaptability, and divine timing
• Building systems that scale while staying true to your purpose
• Daily habits, mentors, and books that have shaped her journey

✨ Whether you’re a new agent, a seasoned leader, or someone building a business from the ground up—this episode is a masterclass in balancing purpose, perseverance, and process.

If you'd like to get in touch with Holly, you can reach her via text or email:
Holly Perry
text only: 423-341-1297
email: hperry@greatvistaagency.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode of Women of Wealth, we sit down with two incredible women transforming the insurance industry — Beverley Crane and Amanda Frendberg — to talk about faith, family, and the heart behind Final Expense and Medicare planning.

💎 Meet the Guests

Beverley Crane
Born and raised in the United Kingdom, Beverley is a vibrant community leader, choir singer, and survivor whose life is a testimony of faith and perseverance. Married to her husband Keith, she dedicates her life to serving others through compassion and purpose—helping families plan ahead so their loved ones are cared for during life’s hardest seasons.

Amanda Frendberg
A licensed Life and Health Insurance Agent specializing in Final Expense and Medicare sales, Amanda is a single mom whose resilience and faith led her from rebuilding after hardship to leading a million-dollar-producing team. Now based in Johnson City, Tennessee, she inspires women to pray relentlessly, work relentlessly, and protect their families’ financial futures.

💬 Episode Highlights
• The true meaning of “Final Expense” and why early planning matters
• Common misconceptions that cost families peace of mind
• Real client stories that show the impact of preparation
• Faith, friendship, and finding purpose in every season
• How women can build thriving insurance careers with heart

✨ Whether you’re an agent, caregiver, or someone who wants to protect your loved ones—this conversation will remind you that wealth isn’t just about money; it’s about legacy and love.

📲 Connect with Our Guests
👉 Amanda Frendberg – Instagram: @missrelentlessaf
| Email: amanda.frenberg@gmail.com
| Phone: (704) 223-3680
👉 Beverley Crane – Email: beverleyrg@msn.com
| Facebook: Keith Crane
| Instagram: @keith.crane266

🎧 Listen to Women of Wealth on all podcast platforms
Apple | Spotify | Amazon Music | YouTube

📌 Subscribe & Follow Women of Wealth:
Instagram → @wowwomenofwealth
YouTube → Women of Wealth
Facebook → Women of Wealth WOW

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode of Women of Wealth, we sit down with wealth and exit strategist Robin Edgar, founder of Wealth Progression Group, for a practical conversation about planning ahead - professionally and personally. Robin shares how business owners and families can think through “the next chapter,” from assembling a trusted advisor network to aligning plans with personal values (faith, family, and finances).

We touch on the phases of retirement, preparing for life transitions, and why asking better questions leads to better decisions. Robin also introduces her resource, “12 Questions to Ask Any Advisor,” designed to help listeners evaluate fit, service, and communication style. This conversation is educational in nature and focuses on frameworks, teamwork, and readiness—so you can begin with the end in mind and navigate change with confidence.

Connect with Robin: LinkedIn (Robin Edgar)
Websites: wealthprogressiongroup.com and robinedgar.net
Email: robin.edgar@wealthprogressiongroup.com

**Because investor situations and objectives vary the information on this page is not intended to indicate suitability for any individual investor.

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell investments.

This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. [Insert DBA name here] is independent of CIS and CAM.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!