The Power of a Well-Defined Niche
A niche doesn't limit your potential clients; the opposite is true. A smaller and precisely defined niche helps advisors build a stable position in the market. While broad audiences may seem easier to maintain, this approach can hinder a client's ability to find you.
Consider the alternative: operating without a niche dilutes your message, increases competition, disrupts cohesiveness, and misses valuable opportunities.
In case you missed it, we made it easy for you to catch up. The webinar has been broken up into smaller sections starting with each speaker, ending with a Q&A. Please enjoy!
Our first speaker, Natalie Hales, is the founder of Advisor Marketing and leverages a decade of cross-border financial marketing to help advisors uncover niches.
Our second speaker, Angelina Hung, is a 20-year veteran in finance, tech, and design, holds CFP, CLU, CHS, EPC credentials.
Our last speaker, Brandon Chapman, is a Certified Financial Planner and the founder of AdvisorFlow.
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. Register today to automate your practice and save hours daily.
Please email us at hello@advisorflow.ca for any feedback you may have or suggestions on what topic you'd like us to host an event on next.
