How to Select Your Niche (For Financial Advisors)
Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things:
- Watch our workshop webinar on embracing a specialty.
- Send out a client survey.
- Create a “Who We Serve” statement.
We’ve had dozens of advisors follow these three foolproof steps. Every single one of them has come out on the other side with a clearly defined niche that allows them to duplicate their favorite clients and grow their business.
This process takes a few hours to complete, but I promise it’s valuable and worthwhile.
Ready to get started? Here’s how to select your niche in three simple steps.
Experienced CFP Financial Planner | Retirement & Aged Care Specialist | Helping Clients Achieve Financial Confidence and Peace of Mind
3 年Steve Martin
CEO | Social Data | Social Intelligence | NLP | Artificial Intelligence | LLM
3 年An additional technique would be to collect data about prospects and clients from social platforms (Linkedin, Facebook, Twitter...), analyze, cluster and segment, and see what sub-groups are the most interesting.