Amanda recently was the guest on the Health and Wealth podcast with Carter Wilcoxson and Tim James. With a goal of bringing together both advisors and consumers in a mutually beneficial way; and educating advisors on helping their clients discover the tie between money and good health, Amanda was Carter and Tim’s first female CFP guest. And as always, Amanda brings her warm personality to the fun as she delivers her expert views on the planning industry and the advantages of finding the right niche. Listen here:
Amanda Bateman, Exploding Your Practice With A Client Super Niche