In this episode you’ll learn:
- How to choose a super specific niche the right way.
- How to use your niche to be top of mind with COI’s.
- How Jen became went from being just another advisor to a thought leader.
- How to run targeted events the right way and get the results you want to grow your practice.
Jen Dawson, is a Certified Financial Planner® and Managing Director of Hemington Wealth Management. With almost 15 years of experience helping clients have a great relationship with their money, Jen has spent the last four years building a career where she spends 100% of her external time focus on helping women lawyers turn their professional success into financial freedom. She has spoken for dozens of legal organizations and law firms in recent years and is a seasoned speaker within the industry—a former speaker at TDAmeritrade’s, Morningstar’s and NAPFA’s National Conferences. Outside of work, Jen is a runner, golfer, and yoga enthusiast. She is a former collegiate runner who was a National Champion at the University of South Carolina who is now a leader for the board for Girls on the Run Chicago. She’s a mom of 2-year old Tommy, expecting her second, and lives in the Bucktown neighborhood in Chicago.
Breadwinner Women Lawyer Study
Ellen Rogin, CPA, CFP®
Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. As a former top producing financial advisor, Ellen is a nationally-known expert on building wealth. She speaks at meetings and conferences across the country on creating success and abundance.
Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with all her professional training. She is as comfortable talking about the power of compound interest as she is the power of belief.
Ellen and her work have been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report.
Ellen’s book, “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality”
Get her free report featuring her favorite ways to grow your business and create client relationships that will last a lifetime, What Clients Crave.