Niching Down For Growth With Chad Chubb, CFP®, CSLP®

26/07/2020 1h 0min Episodio 15
Niching Down For Growth With Chad Chubb, CFP®, CSLP®

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Episode Synopsis

Most financial advisors start their careers as generalists--helping all types of individuals and families. There is a growing trend for financial advisors to focus on a specific group of people, a niche, to streamline their business, content, marketing, and establish expertise. Having a niche is a very good way to help your firm grow. Chad Chubb, CFP®, CSLP®, the founder of WealthKeel, shares how he has seen his practice thrive after going all-in on Gen X and Y physicians.