How Advisors Can Use Niches In Marketing

How Advisors Can Use Niches In Marketing
Josh Patrick
Stage 2 Business Solutions
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Program Id: 455665129

Firms that effectively develop niches have lower operating costs, can charge higher fees, and have more fun servicing their clients.

 
At this webinar, you'll learn:
  • Why niche management is so important
  • How to recognize and develop your niche
  • Practical tools to help manage your niche
  • How to avoid "niche drift"
  • Why all financial service firms need to be niche companies
  • The link between strategic marketing and niche management
  • Why "niche-aholics" often enjoy less stressful, more fulfilling careers
Guest speaker Josh Patrick, CFP®, is a financial advisor who specializes in working with business owners. He founded Stage 2 Planning Partners to help advisors attract and advise business owners. Josh specializes in working with larger RIA wealth management firms as well as specialty manufacturers in developing enterprise value for themselves and their businesses.


User reviews

29 reviews

 
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1 star
 
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2.3  (29)
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(Updated: July 07, 2011)
Rating 
 
5.0

Very informative---could Josh provide a Niche Part 2?

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(Updated: July 07, 2011)
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4.0

I thought is was a very powerful message and I'm glad I heard it.

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(Updated: July 07, 2011)
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4.0

Very Good. Helped me focus on a niche issue we're working with.

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(Updated: July 07, 2011)
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4.0

Brought some clarity to the difference between a market segment and a niche and how having a niche can be beneficial to an advisor's practice.

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(Updated: July 07, 2011)
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3.0

Webinar was useful in highlighting what we're already doing well, and I appreciated the warning about niche drift. Will bring the taped video to our Chief Executive's attention.

(I rated the overall webinar a 3 because we're already a niche co, but for someone looking to develop a niche, I'd rate it a 4)

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