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Experimenting with Service Models & Niches with Erik Baskin
Manage episode 408005755 series 2948641
Daniel Kopp and Forrest Baumhover에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Daniel Kopp and Forrest Baumhover 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the active duty focus to also work with veteran business owners. We chat about his educational progress, his entrepreneurial drive, and building a business to serve life goals as much as career ones.
Given that Erik has tried lots of different marketing and client-service approaches, we talk about the pros and cons as well as lessons learned. At this stage of his business, Erik is really starting to see the hockey stick of growth take off thanks in part to his willingness to just keep doing the work over the past several years.
Erik shares about his lessons learned from trying out different fee and service models including his attempt to build a membership community and serve junior servicemembers with a $19 subscription service. We also talk a little bit about his use of Elements and tech tools to serve clients still on their wealth accumulation journey. I know you will benefit from many aspects of this episode and Erik’s experiences.
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