Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

The Twists and Turns of a Niche Market With Leah Coleman

May 3, 2022
42:00

This small RIA owner reevaluated her firm’s model, took a step back to reset, and then found success focusing on a very specialized niche. 

On this episode of Elementality, Reese welcomes Leah Coleman of the Orchard Financial Group. Niche marketing is gaining popularity and Leah shares the twists and turns her firm took before she found niche success. 

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