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
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Sam Kingston
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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
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