How Financial Advisors Can Choose Their Niche
If your current book of business isn't already pointing you toward a given niche, think about your own experiences and expertise. Sonya Ranker, a certified divorce financial analyst (CDFA) and certified financial planner at Questmont Strategic Wealth Advisors, chose to specialize in women in transition after going through her own major life transition."It was very personal for me," she says. Her experiences helped shape her and give her a better understanding of the needs and challenges faced by women in transition.
U.S. News & World Report, April 8, 2019