Discard the niching myths that most advisors believe. Do what the 1% of top advisors use to their advantage!
This course is a step-by-step, proven blueprint for:
• nailing the right niche to serve
• profiling your ideal clients
• developing an authentic, automatic marketing system that attracts these clients to your firm and helps you retain them
Nail your niche and develop your ideal client profile. Then bring what you’ve created into your business management and marketing so you attract more ideal clients to you.
This is an intensive program to help you turbo charge your business and book more ideal clients. It is done 1:1, although we offer a group program, too. This includes topics such as: nailing your niche, define your ideal client, segmenting your client base, mastering client marketing touches, crafting your ideal client cheat sheet, filling your practice with target marketing, and monitoring your efforts.
Best For: Solo Advisors, Small Advisory Firms/Teams
- Your firm becomes the obvious choice for your target market or niche.
- You have business and marketing system in place that reliably delivers ideal clients to your firm.
- You enjoy better, deeper relationships with more clients who you love to serve.
Time: 3-6 Months
- Private: $7.5K inclusive, start any time
- Group: $497/mo. to $1377. Choose from 3 levels of participation, start January or July
- Team: $ based on number of your attendees and location. Start any time.
- DIY With Some Help: TBD
Steps: Let’s Talk, Accept the Challenge, Pay For The Program, Schedule Your First Session, Gain Access To The Program, Get Going