The Advisor Lab by CION

Episode 13: Going Specialized - The Value of a Niche


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In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

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The Advisor Lab by CIONBy CION Investments

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