A firm can encourage its employee advisors to contribute to business development efforts by becoming a 'big fish in a small pond' and using niche marketing.
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 discusses the formula for defining a niche, steps to evaluate a potential niche, and strategies to refine the niche for long-term success.