Real Estate Financial Coach Podcast Episode 12: How Do You Choose Your Service Model?

In Episode 12, REFC co-founder Cynthia Meyer, CFA®, CFP®, ChFC® talks with course instructor Dave Rowan, CFP®, MBA on how financial planners can choose a service model that aligns with their niche and personal experience — especially when working with real estate investors.

In Episode 12 of the Real Estate Financial Coach Podcast, we will cover:

🏡 How to choose between a focused niche vs. diversified practice [00:00:37]

🏡 What real estate-focused clients look like—and how to attract them [00:03:22]

🏡 Matching your service model to your experience and ideal client [00:08:52]

🏡 Why niching down builds clarity, efficiency, and confidence [00:17:37]

🏡 How to evolve your niche and offerings through test-and-learn [00:29:03]

Connect with Real Estate Financial Coach

• Website: https://www.realestatefinancialcoachcourse.com/

• Course Portal: https://www.myrefc.com/collections

• YouTube: https://www.youtube.com/@realestatefinancialcoach

• LinkedIn: https://www.linkedin.com/company/real-estate-financial-coach

• Email: podcast@myrefc.com

About the Real Estate Financial Coach Podcast

The REFC podcast is a financial planning resource for real estate investors and the financial planners who serve them. Learn real estate financial planning concepts and real estate business coaching tools from our experienced course instructors.