Oct 4, 2023
As technology continues to improve and the next generations get more comfortable with doing their own planning, the financial advisor profession will likely begin to shrink in the coming years. That doesn’t mean there’s not a future in the industry, because those who remain standing will likely be very successful.
What it does mean, however, is that people will need a good reason to work with an advisor instead of doing it on their own, and that’s where finding a market niche comes into play. We continue to hammer home this message because of how strongly we feel about industry shift, and we’ve brought on guests with different specialties to find out how successful advisors are leaning into their niche.
Today’s guest has carved out an incredibly important focus, and that’s serving women more effectively. This is the largest segment of the population and women are set to inherit two-thirds of the $30 trillion being transferred by baby boomers. She educates financial professionals around the country on how tap into the women’s market and transform their practice, and she’s going to share a little of that wisdom with us in this episode.
Here’s some of what you’ll get out of this episode:
About our guest: https://lifewitharwen.com/
Take advantage of her free training: https://nextleveladvisors.co/becker-free-lessons/
Want to schedule a meeting with Dan? Click here: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net