As advisors look for the right niche marketing opportunity, they also want to know about the ups and downs they might expect before they change their firm’s focus. This small RIA owner had to reevaluate her firm’s model and take a step back to reset before finding success by focusing on a very specialized niche.
On this episode of Elementality, Reese welcomes Leah Coleman, owner of Orchard Financial Group, a small RIA firm in Austin, Texas. Learn from Leah’s experiences as she shares her story about the ups and downs her firm took before she found niche success. And if you’re worried about “imposter syndrome”, hear how Leah worked through similar worries and found her authentic voice.