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Building a Specialized Financial Advisory Business
The chapter explores the journey of Argent Bridge Advisors, a firm specializing in managing finances for women in different life stages, particularly in divorce financial planning. It details the team structure, client base, pricing strategies, and the evolution of their business focus from hourly billing to a holistic approach, emphasizing long-term client relationships. The discussion highlights the shift towards recognizing the value of expertise in divorce financial planning, leading to increased revenue streams and enhanced client services.