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The Advisor Lab


Sep 27, 2021

In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.


With Meg’s background and how she’s doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

 

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

 

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc