Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
How Picking Just One Niche Was More Scalable
I think it's just about, you know, having kind of a repeatable process and sort of knowing what your client is going through. And so when I'm working with people in tech, it's around the tax implications of all their different equity comp or maybe there's a liquidity event coming coming. All of these things are very different from say the cash flow challenges of a business owner. So the templates and all of the things that I was creating were just much more targeted to the tech persona or avatar. That just made it easier to sort of, she was doing a lot of the same work, basically,. versus the business owners who were kind of like, what sort of retirement plan
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