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.
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.