Financial Advisor Success

My guest today has built her practice to more than $250,000/year of recurring financial planning fees in just her first three years—and she did it while also starting a family. The founder of FIT Advisors, Anjali Jariwala provides financial investment and tax planning advice for young physicians and small business owners in their thirties for an annual retainer fee that starts at $10,000/year. Working entirely virtually with clients, her firm has achieved impressive growth, due in major part to focusing in on a niche from the start, which allowed the firm to pursue unique marketing channels that most other financial advisors don’t use. In this episode, Anjali shares how she positioned her advisory firm squarely in the niche of serving independent physicians and similar small business owners by leveraging her background as a CPA and a CFP certificate, as well as how she iterated her business model very rapidly in the first few years until she eventually eliminated all the upfront fees and just raised her ong