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Should you have a niche to serve clients?

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Manage episode 302893722 series 2948641
Content provided by Daniel Kopp and Forrest Baumhover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and Forrest Baumhover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

BLUF (Bottom Line Up Front): Over the long run, your practice will reflect you. However, at the beginning, it will be very hard to ‘niche’ your practice because profitability is initially a revenue problem. Over time, you may have more flexibility to make intentional decisions that will shape your practice.

Main question: Do you want to be an ER doctor, or a right-hand surgeon? Most surgeons end up having to do some time doing the things they don’t like, but eventually end up where they want to be.

Listen on as Daniel and Forrest share their valuable lessons learned, what's worked and what didn't, and ways to think about this for your financial planning career!

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 302893722 series 2948641
Content provided by Daniel Kopp and Forrest Baumhover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and Forrest Baumhover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

BLUF (Bottom Line Up Front): Over the long run, your practice will reflect you. However, at the beginning, it will be very hard to ‘niche’ your practice because profitability is initially a revenue problem. Over time, you may have more flexibility to make intentional decisions that will shape your practice.

Main question: Do you want to be an ER doctor, or a right-hand surgeon? Most surgeons end up having to do some time doing the things they don’t like, but eventually end up where they want to be.

Listen on as Daniel and Forrest share their valuable lessons learned, what's worked and what didn't, and ways to think about this for your financial planning career!

  continue reading

54 episodes

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