The Advisor Of Tomorrow
Niching Down For Growth With Chad Chubb, CFP®, CSLP®
Jul 26, 2020 · 1 hr
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Most financial advisors start their careers as generalists--helping all types of individuals and families. There is a growing trend for financial advisors to focus on a specific group of people, a niche, to streamline their business, content, marketing, and establish expertise. Having a niche is a very good way to help your firm grow.

Chad Chubb, CFP®, CSLP®, the founder of WealthKeel, shares how he has seen his practice thrive after going all-in on Gen X and Y physicians.

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