In this episode Nathan forgets to use his actual microphone so his episode sounds like he is recording from another room. Despite this, this is a great ep where Nathan and Jordan tackle the topic of niching in financial advice, in preparation for an upcoming series of episodes with various planners who found or chose their niche and became more successful because of it.

Jordan and Nathan both describe how they found their niche; for Jordan, it was an active decion to choose his demographic, for Nathan his clients chose him.

Despite the different path, they both found success in narrowing the kind of clients they work with.

We hope you enjoy this episode and can join the conversation over on linkedin.