In this eye-opening episode, host Keith Miller sits down with independent financial planner Suyoung Cha to unpack one of the most transformative decisions of his career: finally niching down to serve only resident physicians after years of resisting it out of fear. Suyoung pulls back the curtain on his journey from burned-out corporate banker to building a thriving practice he genuinely loves, revealing how one perfect client experience flipped the switch and showed him that riches (and deep fulfillment) truly are in the niches when you pick the right one and own it completely.

He shares the real reason his last ten clients hired him (spoiler: it wasn’t his technical finance skills), how mastering “code words” like PSLF and locum tenens instantly makes prospects feel “this guy gets my world,” why niching turned every sales conversation into his home-field advantage, and how it gave him crystal-clear focus on exactly where to spend his marketing time and dollars.

Whether you’ve been terrified to narrow your focus because you might “miss out” on business, or you’re already niched but not seeing the payoff, Suyoung’s story will shift your perspective and give you a practical steps to find your own perfect niche, either by looking inside your own life story or by studying the clients you already love serving most.

This conversation is a must-listen for every entrepreneur, advisor, consultant, or lifestyle CEO who knows it’s time to stop being everything to everyone and start becoming undeniably perfect for someone.

Connect with Suyoung Cha: www.linkedin.com/in/suyoungcha

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