Cathy Curtis is the founder of Curtis Financial Planning, a solo independent RIA that oversees nearly $60 million in assets under management for 52 client households. By positioning her business into a niche of serving women—in particular, single, independent-minded women who want to work with a female advisor—Cathy has managed to stand out in an over-crowded marketplace to build her firm.
Listen in as we discuss why Cathy chose her particular niche, as well as how she has been able to target her marketing so effectively that most of her new clients find her through a simple Google search. You’ll learn all about her financial planning process, why she has had to implement a minimum requirement fee, and how she managed to overcome impostor syndrome on her road to success.
For show notes and more visit: https://www.kitces.com/143
Financial Advisor Success