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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016: Demonstrate, Duplicate & Delegate: Nia Imani’s Formula for Success

In this heartfelt episode, serial entrepreneur and real estate mogul, Nia Imani, explains how her personal mantra of “demonstrate, duplicate and delegate,” has enabled her to create and implement key systems that facilitate her bi-coastal lifestyle while expanding her business across multiple states and most recently, multiple countries.  Tune in to hear how she flipped her first home at 24-years-old and used the proceeds as seed money to build and franchise a janitorial services company.  Eventually, she sold that company and started a new one specializing in legacy lifestyle management.  Nia did all of this and more without the higher education some equate with success.  Don’t forget to download this episode – it’s a keeper!

Special Guest:  Nia Imani, CEO of Fabulous Life International

Show Notes:

  • Streaming Success – resources from Nia’s company to inspire women to consciously create a wealth-building blueprint; includes access to her emerging international program, W.E.A.L.T.H.
  • Undercover Boss – a television show highlighting the disconnect between executives and front-line employees
  • Tom Ferry – YouTube channel offering guidance on building a real estate business

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