The Advisor Lab by CION

Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt


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In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.

With Meg’s background and how she’s doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

 

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

 

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

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The Advisor Lab by CIONBy CION Investments

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