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This small RIA owner reevaluated her firm's model, took a step back to reset, and then found success focusing on a very specialized niche.
On this episode of Elementality, Reese welcomes Leah Coleman of the Orchard Financial Group. Niche marketing is gaining popularity and Leah shares the twists and turns her firm took before she found niche success.
By Jordan Haines, CFP®4.8
3535 ratings
This small RIA owner reevaluated her firm's model, took a step back to reset, and then found success focusing on a very specialized niche.
On this episode of Elementality, Reese welcomes Leah Coleman of the Orchard Financial Group. Niche marketing is gaining popularity and Leah shares the twists and turns her firm took before she found niche success.

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