Jun 1, 2023
The centers of influence model for advisors is great in theory but we’ve found that it’s often a one-way referral relationship. The idea of going after accountants and CPAs to bolster your business isn’t as beneficial as you might believe. That’s why we’ve been strong proponents of finding a target market niche and becoming your own center of influence.
Whenever we’ve found someone who does this well, we’re quick to reach out to them and try to interview them to learn more about their process. That’s why we’re introducing you to Jessica Goedtel, CFP®, EA today. Don’t pay as much attention to her target groups because any niche can work. Instead, we want you to see the power of this approach and how she’s done it so well in a virtual environment.
Here’s some of what we’ll discuss on this episode:
- How she decided to target legal sex workers. (3:17)
- How she uses her niches to drive more business. (5:37)
- The way she separates herself from other advisors. (8:53)
- What are the planning needs for the sex worker? (9:13)
- Her appointment process for virtual meetings. (19:40)
- The fee structure she uses for her planning business. (22:56)
- What criteria is good to use to identify a niche that might work for your business? (26:00)
- Why she felt it was important to be very niche oriented? (32:19)
About our guest: https://www.pavilionfp.com/
Want to schedule a meeting with Dan? Click here: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net