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.
