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An Uncommon Approach to Implementing Multiple Niches
Some RIAs will find a multiple-niche approach profitable, but they need to be strategic or risk watering down their messaging and efforts. Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals.
The Incredible "Silver Bullet" Potential of ChatGPT
ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.
Find Your Patient Zero
To market to your niche, start with “patient zero.” Here is how to identify and work with someone who can help drive your firm’s viral growth.
The Balanced Advisor Podcast: Finding Your Niche with Kristen Luke
In this episode of the Balanced Advisor podcast, we discuss how you find your niche, and how you can use that to scale your business and achieve balanced growth.
Are You Selling Life Rafts or Sailboats?
If you aren’t willing to niche, at least decide whether you are trying to help your clients thrive or survive. Then build a message around one of those themes. Are you selling them life rafts (survive) or sailboats (thrive)?
Marketing Strategies for the Introverted Financial Advisor
Introverted financial advisors can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.
How to Fix a Niche that is Too Narrow or Too Broad
When you choose a client niche, you may find that the focus is too narrow or too broad. Here’s how you can remedy the situation.
Your Niche is More than Who You Serve
Let me give you an example of what it truly means to serve a niche.
Marketing Funnels are Ineffective for Advisors
When it comes to building prospects’ trust so that they become clients, advisors need something else.
How to Generate Topics for Content Marketing
When starting with a niche, you may find it difficult to produce topics for your content marketing. To get ideas, take notes about what your prospects are talking about. This article covers specific points to create an effective content strategy.