Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen
In today's episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California. Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly.
Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry.
For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years.
Get the full show notes and transcript for this episode at: www.kitces.com/21
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In today's episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California. Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly.
Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry.
For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years.
Get the full show notes and transcript for this episode at: www.kitces.com/21
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