On-Demand Event

Finding Your Niche

How Fee-Only Advisors are Defining Their Focus (and Why You Should Too)

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Depending on your pronunciation, the saying “there are riches in the niches” has a wonderful rhyme to it—and it has an even better truth behind it. As an advisor, selecting a niche clientele to serve and market to is one of the most effective ways to differentiate yourself, cut through the noise in the marketplace, and work with the people you have a passion for serving. But don’t just take our word for it.

In our next free webinar, join XYPN members Katie Brewer and Brian Thompson as they have a conversation with Alan Moore, CEO and Co-Founder of XYPN, about selecting niches and the impact it’s made on their firms. They will provide guidance on how to select your niche and what niching-up means for your firm, how you market, and how you deliver advice. They’ll also cover the impact their niches have made on getting new clients (yes, there are riches in the niches). You won’t want to miss this free event; register today.



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