Financial Advisors: Do you have a niched website I can use as an example?
Recently, I wrote an article, actually a list, . Amazingly…a) I didn’t intend to write an article b) as many have told me, the article can be used by those who are not in the financial industry, too. (very true)
But when I went to the web to look for such a list — there was none! Amazing. Why? Because, years ago, when I tried to learn the “history” of creating niches and ideal clients, the closest I came to finding the origin was mentioned on a website that the concept may have been started in the financial sector.
Strange you might think, but maybe you remember the time (or maybe you don’t!! ) when you banked at a commercial bank if you were a business, and a personal bank if, well, you weren’t a business! You didn’t go to the personal bank if you wanted a business loan and you didn’t go to the commercial bank if you wanted a mortgage on a house. OR maybe you remember a time when brokerage firms were either institutional or retail? (I worked as a clerk and then a retail trader at institutional houses that were starting or had newer and very small retail departments and sales force.)
Anyway, I wanted to use a list of FA niches as notes for a program I’m teaching on January 9.
I’ve determined that it would be helpful if the articles included good examples of niched FA and financial professional type websites. I’ve been looking for some and haven’t found many!
What I’m looking for are niched websites — i.e. if you work with executives, all your marketing on the site is geared to them. If you work with defense industry, your website shows it …. loud and clear. By loud and clear I mean the look, all the words on the site, are something that is very attractive to your niche.
If you have such a website, I’d like to take a look at it and I may include it in my article. Include the link in the comments section of my blog post or post it here on my blog in the place you found this post — most likely LinkedIn and I’ll review the websites next week.
Note: I will not guarantee that every website that is submitted will be included.
Thanks in advance.
FREE Resources
List of niches is at:
A 30-minute discussion on ideal clients http://webtalkradio.net/internet-talk-radio/2011/06/27/marketing-4-0-%e2%80%93-who-is-your-ideal-customer/
Free Webinar on this subject — for Financial Advisors Marketing Smarter: 6 Steps to Sustainable Growth & A Profitable Client Base
Read Maria’s articles on ideal clients and niches here:
Maria
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
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Sorry that I never answered you. I had stopped using this comment program, and just put it back this week. So I never saw your comment!
What I think you’re describing above is the “how” you work with clients vs. the “who” your clients are. Niching and creating ideal clients is about the “who”. “Small business” is a niche — a general description of a population you work with. But it’s not small enough. Within small businesses owners lies your sweet spot. Find it, and learn everything there is about the exact type of person who will hire you.
I’ve heard of the concept of Monkey Brain a bunch of times as some coaches use that term.
I did create an article after this one appeared that may assist you.
http://www.marketingwithintegrity.com/67-financial-advisor-niches
And if you look on the right side of the blog, under the Category List, I have articles and a webinar you can listen to about Ideal Clients