Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their workdays.
You can find show notes and more information by clicking here: https://bit.ly/3S2Ku5h
The Perfect RIA