Finding The Perfect Niche with Financial Planner Richard Weatherburn

Financial Planner Life Podcast · Apr 29, 2021 · 1h 28m · transcript

This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down on the ‘grafter’ market. This includes barbers, bricklayers, plumbers & personal trainers. This has clearly worked as 313 Wealth Management have tripled their turnover in AUM (Assets Under Management) during lockdown. I hope you enjoy this…