The Investipal podcast
Finding an advisory niche.
With Ariel Lee
Loads the YouTube player when selected.About this episode
Ariel reflects on her move from automotive finance into advisory work. The conversation considers how those experiences shape her client approach, alongside LinkedIn, relatability and choosing a niche.
Discussion themes
- Ariel’s path into wealth management.
- LinkedIn and authentic communication.
- Finding an advisory niche.
These notes summarize the original episode description. They are not a transcript.