Advisors: How to Create Your Niche (Free Webinar)
Why should an individual seeking a financial advisor contact YOU? Why should your clients risk their reputation and REFER you? What makes you STAND OUT?
If you answered, “Great customer service!” or “Experience!” or “Fee-Based” your voice evaporated in a crowd of thousands. If you talk about your credentials, how you’re paid, or your fiduciary responsibility, you’ll only confuse the stranger you’ve just met.
Wouldn’t you like to be SOUGHT OUT by prospects instead of constantly chasing them? As a financial advisor, you need to establish a connection with the clients you’re looking to serve. If prospects aren’t finding YOU, you are missing your niche.
In this program, you’ll learn how to differentiate yourself so that you become the OBVIOUS CHOICE for clients. You’ll discover practical strategies for developing a niche that single you out as the “go-to” expert.
Accept that you can’t be all things to all people and enjoy the benefits that go with hitting your niche.
WHO SHOULD ATTEND?
Financial advisors, in business 1-50 years who are:
- not currently running a niched firm and know it’s time to focus on one niche
- running a niched business but their niche just isn’t working out the way they thought
- 10-20 years away from retirement and are ready to create a niche as a way to purposefully grow their firm as part of their nest egg
JOIN US TO DISCOVER:
- Common mistakes financial advisors make around niching
- 3 specific steps to help you identify the best niche for you and your firm
- The 4 four niches you don’t want to choose (and why)
Register and view. You choose the day and time
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!
Get my latest articles, research, and tools as they are produced. PLUS receive my popular “Niche-Rich Assessment” as a thank you for subscribing.
Featured Event
Affiliate Disclosure
Some of the links listed on this site are affiliate links. If clicked and purchased, we receive compensation for the recommendation.
