Want to break out of the “sea of sameness” among financial advisors? Kristen Luke shares why a niche is the way to go in this Capital Insights™ article. Learn three steps to winning a niche as a financial advisor.
Kristen Luke offers insights into effective marketing strategies tailored for financial advisors. Tune in to learn best practices for client acquisition, common marketing mistakes, and how to leverage various channels and tools for success.
If you are an owner of a financial advisory firm and hope to groom less-experienced advisors into the future leadership of your business, you would serve them well to coach them into working with a niche.
It is important for advisory firms to first identify the type of market they want to address so that they can adopt the appropriate marketing and messaging strategy.