Niche Expertise Target professional and retired athletes needing financial, business, and strategic advising. Potential sales opportunities include personalized CFP-driven financial planning, athlete branding strategy, and post-career transition support.

Advisory Services Position Potter Advisors as a boutique RIA for high-trust financial guidance. Upsell opportunities include portfolio management, retirement planning, tax optimization, and investment advisory services for clients with complex athletic income streams.

Public Speaking Leverage Carrie Potter’s speaker profile to secure corporate engagements, sponsorships, and media opportunities. Bundle advisory retainers with speaking engagements for enhanced credibility and client acquisition.

Tech & Accessibility Current tech stack suggests modern web and cloud capabilities; propose digital onboarding, client portal integration, and secure virtual consultations to scale outreach to busy athletes and sports executives.

Growth Pairings Benchmark against large financial institutions to identify gaps where Potter can win bigger clients through differentiated service: fee-only fiduciary guidance, transparent reporting, and personalized athlete-focused financial planning.