![]() ![]() We also talk about the unique way that Stacy has structured her firm and developed her team to deliver services to clients. In this episode, we talk in depth about Stacy's unique niche focus in working with women who were recently widowed or going through a divorce, the unique referral network that she's been able to develop by becoming known for a targeted specialization, how she effectively gets paid to market her wealth management services by getting paid hourly to consult with women going through the divorce process and then finding that nearly 95% of them stay on board for an ongoing basis thereafter, and why her biggest regret in the business is not making the decision to go all in to focus on her women and divorce niche sooner as her firm has grown as much in the past 3 years within her niche than in the prior 15 years leading up to it. From her RIA's focus on hourly consulting with women going through the divorce process before working with them as ongoing wealth management clients, to her launch of Savvy Ladies, a nonprofit dedicated to providing financial empowerment to women, and all stemming from Stacy's own challenging family situation of witnessing a beloved grandmother who stayed in an abusive marriage until the end because she wasn't financially empowered enough to leave. What's unique about Stacy, though, is her deep dive niche into working with and financially empowering women. Stacy is the president and CEO of Francis Financial, an independent RIA based in New York City that manages nearly $280 million in assets for 140 affluent clients. ![]() My guest on today's podcast is Stacy Francis. Welcome back to the 113th episode of Financial Advisor Success Podcast!
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