Every Reason To Build a Hyper-Focused Niche Practice With Jen Dawson (Ep. 363)

Are you an advisor who's nervous about picking a niche -- even though you know you should?

Our free course, Creating Your Ideal Client Profile, makes it easy to take the first big step. Get ready to see your ideal client with unbelievable clarity, so you can start attracting them, now!

Take my course [FREE]: Creating Your Ideal Client Profile

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.


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.

Jen discusses:

  • 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


Connect With Jen Dawson:

Connect With ProudMouth:

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.

Gain access to our deep vault of resources to help you become a subject matter authority. Learn how to create and implement effective content marketing, click-worthy social media, your own podcast, and much more.