Advisors often struggle with client acquisition because they haven’t nailed their niche. In this episode, Jen Osgood shares how she narrowed her focus to charities and high-level executives, built deeper relationships, and attracted more ideal clients. She also breaks down how tools like Client Advocacy Boards and targeted events can open doors, create referrals, and make scaling easier. Visit www.xfa.coach to learn more!

Ver todos los episodios