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The Advisor Lab by CION


May 25, 2020

In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche.