financial planning

084: Niching to Scale with Meredith Moore

Meredith Moore isn’t afraid to pivot. As the CEO of Artisan Financial Strategies, she realized she’d have to break free of the traditional financial planning model if she was to realize her dream of scaling and hiring a junior associate. Undeterred by naysayers, she assembled a team of various experts, conducted primary research with academia, and even changed the name of her company. In this episode, Meredith describes the process she underwent to carve out a niche for her business and its positive implications.

Special Guest: Meredith Moore, CEO – Artisan Financial Strategies

Location:  Atlanta, GA  USA

Show Notes:

Meredith C. Moore, Registered Representative, offering securities through NYLIFE SecuritiesLLC, Member FINRA/SIPC, A Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009 (770) 587-0281. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Artisan Financial Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal or accounting advice.
Related Episodes:
  • Episode 026: Finding Your Niche to Build an Empire with Dee Williams
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lewena Bayer
  • Episode 080: Pivoting into a New Niche with Marco Champion

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075: Jenny Jones’ Building Business Credit Process

Every business needs money to grow and sustain itself. Did you know that 75% of all business loans are denied because of fraud? Jenny Jones learned this the hard way after repeated loan rejections. The reason? He and his wife share the same first and last names! This prompted him to leverage his background as a stockbroker and financial advisor to educate others on the ABCs of building business credit. In this episode, Jenny shares his proven process for increasing fundability as well as the key people and tools needed to educate yourself and access capital.

Special Guest: Jenny Jones, Founder & CEO, The Jenny Jones Educational Group

Location:  Elk Grove, CA  USA

Show Notes:

Related Episodes:

  • Episode 032: Running Your Business By the Numbers with Charles H. Green
  • Episode 033: Pricing for Profit with John Ray
  • Episode 040: Lowering Overhead & Increasing Revenue with Forrest Tuff
  • Episode 066: Diana Wu David’s Pricing Process
  • Episode 069: Calvin Williams’ Service Delivery Process

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