18min chapter

Financial Advisor Success cover image

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Financial Advisor Success

CHAPTER

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.

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