
Niche Mastery in Finance with Emily Haberkern
11/17/23 • 21 min
In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts her path to alignment with the firm's values and the unique approach to servicing university employees, emphasizing the importance of specialized knowledge and targeted service in a competitive industry. They tackle the topics of gender dynamics in finance and the benefits of a supportive RIA community.
Tune in to gain strategic insights on carving out a niche and understanding the impact of focused marketing on client trust and growth.
Emily Haberkern
LinkedInWebsite
In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts her path to alignment with the firm's values and the unique approach to servicing university employees, emphasizing the importance of specialized knowledge and targeted service in a competitive industry. They tackle the topics of gender dynamics in finance and the benefits of a supportive RIA community.
Tune in to gain strategic insights on carving out a niche and understanding the impact of focused marketing on client trust and growth.
Emily Haberkern
LinkedInWebsite
Previous Episode

Mastering Independence: Data Aggregation and Client Management with Sam Kingston
In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.
Sam Kingston
LinkedInWebsite
Next Episode

Navigating Independent RIA Setups with Michael Rasmussen
In this episode of RIA Collective, host Charlie Van Derven invites Michael Rasmussen of United Atlantic Legal Services to share his expertise in aiding financial advisors in their transition to independent practices. Michael, with a background as a chief compliance officer and general counsel for various investment advisors, as well as experience as a regulator with FINRA, provides valuable insights into the complexities of starting an independent RIA.
LinkedInWebsite
RIA Collective - Niche Mastery in Finance with Emily Haberkern
Transcript
Hello and thank you for tuning into another episode of RIA Collective. I'm your host, Charlie Van Derven. We're joined today by Emily Haberkern. Emily is with Evangelista & Associates in Ann Arbor, Michigan. We're going to talk a little bit about niche marketing because they're in such a great place. And actually, I didn't know the name of the firm. I knew the name of the website before I knew the name of the firm, Emily, because you
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/ria-collective-301722/niche-mastery-in-finance-with-emily-haberkern-41763134"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to niche mastery in finance with emily haberkern on goodpods" style="width: 225px" /> </a>
Copy