• 143 Niche Series: Working with Federal Employees

  • Sep 4 2024
  • Length: 24 mins
  • Podcast

143 Niche Series: Working with Federal Employees

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  • Summary

  • In the first episode of our Niche series, Andy Traub talks with Veronica Redfield, a financial advisor who has found success working with federal employees. She shares her journey into this niche market, highlighting the unique challenges and opportunities it presents.

    Veronica talks about the complexity of federal benefits and the importance of educating employees about their financial options. She emphasizes the value of building trust and relationships within this community, noting that referrals play a significant role in her practice's growth.

    This episode provides insights into effective strategies for advisors targeting federal employees and the benefits of specializing in a niche market. Whether you're a seasoned advisor or just starting out, there's something here for everyone.

    Get your seat to Whiteboard University, go to www.WhiteboardU.com.
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