NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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What’s Working Now: In an era of shrinking state pensions, this advisor became an expert on investment options for the teachers, police officers and fire fighters of her state. Her monthly annual educational webinars are full, and so is her book!
Serving a specific niche is about doing the work you enjoy most. Not only is it financially rewarding, but when you focus on work you are passionate about, you’ll also see increasing organic growth in your business.
What’s Working Now: This advisor fell into a niche when he simply realized which of his clients he enjoyed working with most—then his expertise led to spontaneous word-of-mouth promotion, so that new clients come looking for him.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025