In this episode, financial planner Jarrett Holmes from Unaffiliated Wealth talks about excelling in specialized financial advice. He shares the story behind his brand and how he identified his niche in the financial advisory market. Holmes also provides advice for aspiring financial advisors on creating their own brand and selecting a niche, and discusses the importance of staying up-to-date on the latest trends and developments in their niche market. Other topics include the changing landscape of the financial advice industry, the importance of collaboration with other niche experts, and the unique aspects and common pitfalls of the realtor niche.

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Connect with Host - Sheldon Brow 🔔

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Pocket Finance

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Connect with Jarrett 🔔

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