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Alex Lundgren in Financial Planning: Understanding Your Local Markets

By October 6, 2026No Comments

Advisor Alex Lundgren was featured in Financial Planning’s Know Your Niche series, where she discussed how her AM radio show led to a client base serving Micron employees in Boise, Idaho. Alex explained why understanding employer benefits and stock compensation helps advisors serve concentrated employee groups, and encouraged advisors to build a niche around the clients they enjoy working with.

Read the article here.