Are you an advisor who's nervous about picking a niche -- even though you know you should?
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Advisors often hesitate to niche out because they’re worried about whittling down their number of prospects. Or worse, picking a niche that doesn’t work out.
Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects?
In this episode, Matt Halloran talks to Jen Dawson, CFP®, managing director and senior wealth advisor of Hemington Wealth Management. Jen shares why she dared to build a hyper-focused niche practice, serving women lawyers. The benefits of niching down, what she’d do differently, how to create marketing messages that resonate — she covers it all.
- Why having a niche makes business development and prospecting easier
- How she got to a place within the first year of niching where she knew “These are my people”
- What didn’t work (and how to avoid the same mistakes when niching)
- What it’s honestly like to serve lawyers (and why they’re the right fit for her)
- The two biggest ways she’s been getting referrals lately
- And more
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- Crazy Good Talks®
- “Herding Cats: The Lawyer Personality Revealed” by Dr. Larry Richard
- “Being Mortal: Medicine and What Matters in the End” by Atul Gawande
Connect With Jen Dawson:
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About Our Guest:
Jen Dawson, CFP®, is a Managing Director and Senior Wealth Advisor of Hemington Wealth Management. In addition to her primary role as a wealth advisor for her clients, Jen is a part of Hemington’s leadership team and is responsible for Hemington’s expansion in Chicago. With over 15 years of experience with helping clients have a great relationship with their money, Jen has spent the past six years building a practice where she spends most of her time helping lawyers turn their professional success into financial freedom. She recently co-authored Hemington’s latest study about Women of Wealth: “What Do Breadwinner Women Lawyers Want?” to help raise the bar for supporting women lawyers.