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How to Build a Niche-Focused Financial Advisory Business that Scales

Mike Langford
Jul 1, 2021

It's no longer uncommon to meet an advisor who is building a business that serves a specific client niche. While most advisors still serve a broad array of clients from a variety of different demographics and market segments, there is a growing number of RIAs and independent financial advisors who are getting laser-focused on a target market.

Nick Cantrell, Founder and CEO of Green Future Wealth Management has taken the niche-focused concept a few steps further than most. As you'll hear in this episode of the Modern Financial Advisor Podcast, not only is Nick targeting a specific client type, he is also focused on a specific type of investing that is favored by this niche. And to top things off, Nick has a bold vision to change the world by virtue of how his firm does business.

MFA Video Update 62


Company Update: As I mentioned in the video above, Jeremi Karnell recently shared some interesting insights on the unrealized value that Truelytics has discovered for firms using TruePerformance. What are you waiting for? Log in today to see how much "unrealized value" is available to your firm.

As always, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Resources Related to this Episode:
Below is a list of resources mentioned related to this episode or mentioned in the update video above: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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