Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,

speaker and consultant Michael Kitsis to hear stories of how leading financial advisors

navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone.

Welcome to the 196th episode of the Financial Advisor's Success Podcast. My guest on today's

podcast is Daniel Hinoosch. Daniel is the co-founder of One and Dunn Financial,

a virtual independent RIA that oversees nearly 70 million of assets and our management

for almost 350 client households. What's unique about Daniel, though, is his firm's niche

focus on Chick-fil-A operators and how by partnering with a key center of influence in the

Chick-fil-A community, Daniel's firm has been able to consistently add five to ten new clients per month

to get them to those 350 client households in barely four years since launching.

In this episode, we talk in depth about Daniel's path to the Chick-fil-A niche, how he started

out like so many advisors as a

generalist serving anyone and everyone he could meet. The way a fateful introduction by a recruiter

to another advisor seeking to build a business with similar values led to Daniel meeting his business

partner. The way they formed an advisory firm partnership with the delineation of roles where

Daniel would focus on building the business internally, while his partner uses existing Chick-fil-A relationships to grow the clientele.

And why when you find traction in a niche, it's so crucial to take the time to build the

internal systems and processes? Because as Daniel puts it, if your visibility exceeds your

ability, it destroys your credibility.

We also talk about how Daniel's firm is actually building in the Chick-fil-A niche,

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