Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich
Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects.
We dive deep into:
- Getting over the fear of narrowing your market
- How she developed her niche (and I share mine too!)
- Marketing your niche
- Working with other professionals in your niche to create a referral base
- Specific language on how to talk to your clients…
The skinny
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