This article offers rules of thumb for three types of financial advisory firms to help determine whether having multiple niches is for you.

A 12-month marketing plan isn’t nimble and promotes procrastination. Instead. create a marketing plan that spans just 12 weeks. Here’s how.

Use these nine steps to establish your financial advisory practice in a new niche market.

If one part of your marketing system is weak, the whole structure can fail. Here are the specific areas to assess for weakness.

You have a niche market selected, but now comes the tricky part: determining whether the niche is a viable client base. Here are 11 questions to help you assess whether you picked a good niche.

Here are three reasons marketing will only get harder for financial advisors. Yet the situation isn’t hopeless. You can adopt strategies that make your marketing easier even with the changes on the horizon.

If you’re struggling to attract new clients other than from referrals, it’s probably because prospects have a difficult time differentiating you. Prospective clients face four realities that can end up overwhelming their decision-making process.

With few exceptions, financial advisors don’t generate the leads they want with a social media strategy. They should consider the influencer and search channels to get more exposure to their target market and, thus, leads.

Financial advisors often sound like their competition. They use the same differentiators and the same language. Here are seven ways you can position your firm so that it is incomparable to prospective clients.

Financial advisors who want to choose a niche client should locate the intersection of passion, aptitude, and profit.