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From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
From the Ground Up
Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf
In an industry where broad appeal is commonplace, creating a niche is the path to scaling your business. Join Zach Conway and Kelsey McKenna as they sit down with Guillaume Decalf, CEO of Oui Financial, to break down defining your niche, the value of “free” advice, and targeting the right audience.
Guillaume Decalf’s extensive background is a masterclass for new and seasoned advisors, providing strategies and best practices to define and serve your clientele.
Connect with us:
- Guillaume Decalf on LinkedIn
- Oui Financial
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!