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.
Journey to RIA
Finding their niche
Approaching your business with a niche focus
Current strategies for marketing
Paid marketing and tracking success metrics
Marketing opportunities through CFP
Compliance and social media
Marketing tools and technology
Marketing advice for new advisors
Overcoming Imposter Syndrome
What to do when a prospect doesn't fit your niche
Recommended marketing resources
Harnessing your network & centers of influence for referrals
Words of Wisdom
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