EPISODE · Jul 20, 2021 · 35 MIN
Gold Medal Advice on Finding Your Niche and Engaging with Your Ideal Clients
from Managing Your Practice · host Dimensional Fund Advisors
How do you differentiate yourself in a competitive market and build a profitable practice working with the types of clients that you want to help? Catherine Williams, Dimensional's Head of Practice Management, is joined by four-time Olympian Lauryn Williams of Worth Winning to discuss her path from gold medal-winning athlete to financial planner focused on offering advice and education to an underserved market segment.
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Gold Medal Advice on Finding Your Niche and Engaging with Your Ideal Clients
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