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Grow Faster by Solving the Needs of a Niche in a Unique Way with Steve Wershing
In a Nutshell: All financial advisors deliver services and advice. The ones who are growing their businesses find creative ways to stand out in an increasingly crowded marketplace and attract a niche of clients they can offer the most value to.
Guest: Steve Wershing. Steve is the President of The Client Driven Practice and the author of Stop Asking for Referrals. He's also the cohost of a great podcast called Becoming Referable.
My Key Takeaway: To differentiate both your firm and your prospective client base:
1. Discover, design, develop, and declare your niche.
2. Craft a unique client…
The skinny
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