“I think that people tend to look for an advisor that they feel comfortable with and they can relate to. So, I did start with quite a few fairly young families. I had my first daughter in 2002 and my second in 2005. So I was in this place where, we were a young, married, couple with young children trying to plan for our own retirement, plan for our own college education funding and so those were the type of people who I attracted, people who were in a similar position to the one I was in.”
– Marnie Hards, CFP®
Identifying what commonalities your clients have among them, and discovering what problem they all have in common that you can solve is one of the simplest ways to create a niche practice. Marnie Hards not only niched her practice based on her own experience, she did it in a way that let her live a more fulfilling life, and still give more to her clients. Find out how in this intriguing half hour . . .
Marnie founded Aznar Financial Advisors in 1999 after working as a financial planner with the Ayco Company and as an associate with PricewaterhouseCoopers and in corporate finance with Booz Allen Hamilton. Marnie has a Master’s degree of Business Administration from Fairleigh Dickinson University and her undergrad in Finance from Cornell. Earned her certificate in financial planning January of 2001. Marnie’s an active member in NAPFA, AICPA, and FPA. She worked with NAPFA on basic training aimed at teaching new planners the intricacies of developing a financial plan. Marnie has been quoted in “Kiplinger’s Personal Finance” Magazine, “Ladies’ Home Journal,” “Investment Advisor” Magazine, “SmartMoney,” and the “Daily Record,” and is a frequent contributor to “The Star-Ledger.” Marnie’s been an adjunct professor at Fairleigh Dickinson University strong advocate of financial literacy and education in public high schools.