Listen "S1E12 Niching"
Episode Synopsis
In this episode Nathan forgets to use his actual microphone so his episode sounds like he is recording from another room. Despite this, this is a great ep where Nathan and Jordan tackle the topic of niching in financial advice, in preparation for an upcoming series of episodes with various planners who found or chose their niche and became more successful because of it. Jordan and Nathan both describe how they found their niche; for Jordan, it was an active decion to choose his demographic, for Nathan his clients chose him. Despite the different path, they both found success in narrowing the kind of clients they work with. We hope you enjoy this episode and can join the conversation over on linkedin.
More episodes of the podcast Challenge the Standard in Financial Advice
S6E19 The Investment Dilemma
06/11/2025
S6E18 Ethics of CPD with Clayton Daniel
30/10/2025
S6E17 Referrals
23/10/2025
S6E16 Expectations
16/10/2025
S6E15 First Meetings
09/10/2025
S6E13 Private Assets
25/09/2025
S6E12 Roll for Niche
18/09/2025
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