87 min listen
Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
ratings:
Length:
98 minutes
Released:
Apr 19, 2022
Format:
Podcast episode
Description
Lauren Oschman is the CEO of Vestia Personal Wealth Advisors, an independent RIA based out of Nashville that oversees $600 million in assets for nearly 500 households. Lauren has epitomized what it means to niche down by not only serving a unique niche of physicians, but also serving niches within their client base and providing hyper-specialized services that allow them to truly differentiate. Listen in as Lauren shares how her firm has developed niches within their client base to better serve them, including advising on salary contract negotiations, mortgages, and disability insurance for variable incomes. You'll learn how the adversity Lauren faced in her career has shaped how she has built her firm to make a bigger impact, as well as why she believes that learning to communicate and cultivate human connections with clients is just as important as learning how to build a financial plan. For show notes and more visit: https://www.kitces.com/277
Released:
Apr 19, 2022
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success