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MICHAEL KITCES PUBLISHES THE LEADING FINANCIAL PLANNING INDUSTRY BLOG NERD’S EYE VIEW THROUGH HIS WEBSITE HTTPS://WWW.KITCES.COM.

Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner

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MICHAEL KITCES PUBLISHES THE LEADING FINANCIAL PLANNING INDUSTRY BLOG NERD’S EYE VIEW THROUGH HIS WEBSITE HTTPS://WWW.KITCES.COM.
Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner

Today’s guest has seen her company go from gaining nearly 150 clients over a decade to yielding four prospect inquiries per week. How did they do it? Let’s just say Johanna Fox Turner has discovered the power of finding a niche. Her fee-only financial advisory firm, Fox & Company, recently switched to focusing on physicians as its specialty. It has since seen such rapid growth – there is now a six to eight week waiting list for new clients.  On this episode, Johanna shares with us how she managed her company’s change in focus – restructuring their advisory fees from an AUM model to a three-tiered retainer structure. We also learn how she has been able to generate a high volume of referrals through unique centers of influence.  Johanna explains how she broke the news of shifting into a niche to her existing clients, and why her existing non-doctor clients have stayed with her as she focuses into her new doctor niche. Get the full show notes and transcript for this episode at: www.kitces.com/37  

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THE JOE ROGAN EXPERIENCE
#606 - Randall Carlson

Feb 4, 2015 - 3:09:16

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