To many planners, niche marketing can feel very counter-intuitive and restrictive. But a strong niche can build one's reputation for deep subject matter expertise while creating a sense of confidence among clients who are part of that niche. Being a jack of all trades isn't nearly as rewarding as being a master of one for the planner who specializes in serving the needs of a specific group of clients. In this presentation Adam will cover:
Since co-founding Pathfinder in 2009, Adam has guided financial planners in the areas of business vision; business strategy & implementation; core beliefs; client advice process & service standards; client data analytics. Adam earned his B.S. in Economics with a marketing concentration from the Wharton School at the University of Pennsylvania and is a Registered Corporate Coach with the Worldwide Association of Business Coaches.