As more people earn their CFP® designation and become financial advisors, simply being an advisor is no longer the differentiator it once was. As a result, advisors find themselves increasingly compelled to focus on a niche where it’s easier to stand out and win clients. But some worry that by narrowing in on a niche, they'll lose out on prospective clients.
With a clear marketing strategy, this won't happen. In fact, you'll waste less time on prospects who aren't, and never will be, a fit. After all, good marketing is as much about repelling the wrong people as it is attracting the right ones. In this on-demand event, XYPN members Stephanie Bucko and Emlen Miles-Mattingly explore the power of niche marketing.