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Results: 3

David Podell

Dec 16, 20216 min

How to become the preeminent thought leader in one specific niche by developing an expertise

Podell breaks down the difference between generalists and specialist practices and explains the advantages of working with a repeatable process to solve problems that are specific to a certain group of clients. Hear how an advisor who was able to transition into a niche developed into a thought leader and go-to expert by focusing on one specific need.
The art of mastering your market

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, FCII, CFP; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; David Podell; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Jul 1, 202416 min

The art of mastering your market

Pick a niche and become an indispensable specialist.

David Podell

Oct 24, 20217 min

How to become the preeminent thought leader in one specific niche by developing an expertise

Podell breaks down the difference between generalists and specialist practices and explains the advantages of working with a repeatable process to solve problems that are specific to a certain group of clients. Hear how an advisor who was able to transition into a niche developed into a thought leader and go-to expert by focusing on one specific need.