Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Published: Oct. 5, 2022, noon

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Today we talk to Maggie Beach, CFP\\xae, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services\\u2014a fee-only firm servicing the real estate niche\\u2014and NexJenn CPA\\u2014an accounting firm that specializes in individual and trust taxation. Today\\u2019s podcast is full of information as Maggie shares her expertise in real estate, and how her early career path gave her the ability to provide advice on a personal level.

In this show, we talk about everything in the real estate niche, from prospecting to outsourcing. For Maggie, real estate isn\\u2019t just a niche, it\\u2019s a family business. Maggie uses her personal experience in real estate investing to provide a holistic approach to advice to her clients. She also talks candidly about what it\\u2019s like to offload aspects of her business. Bottom line? Trusting your instincts is one of the most important skills advisors should hone while building their firm.

If you\\u2019re interested in real estate as a niche, and finding better ways to serve your existing clients, this show is for you.\\xa0

You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/345

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