Niche Market Focus Potter Advisors specializes in financial and strategic advising for professional and retired athletes, presenting an opportunity to develop tailored financial products or retirement planning services that cater to athlete clients seeking personalized and discreet financial management.

Strategic Speaking Engagements With Carrie Potter's experience as a public speaker and subject matter expert in sport finance and women in business, there is potential to partner on media opportunities, workshops, and motivational speaking events to elevate brand awareness and client engagement.

Limited Resources Operating with a small team of 2-10 employees indicates personalized service delivery, but also suggests opportunities to offer scalable solutions like digital financial planning tools or outsourcing support services to enhance efficiency and growth.

Digital Presence & Tech Stack Utilizing platforms such as Wix, WordPress, and Google Cloud indicates an online-ready business. There is an opportunity to enhance digital marketing strategies, including SEO and content marketing, to attract more athlete clients and expand market reach.

Growth & Expansion Potential While current revenues are modest, alignment with larger financial firms suggests potential for strategic partnerships or service expansion into broader financial advising markets to increase revenue streams and client base.