Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment

Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering significant value takes a targeted approach. In this session, you'll learn how serving a niche can help you grow faster and more efficiently than you thought possible.

Learning Objectives:

• Understand the value of a clearly defined niche market and how to identify your ideal client's unique needs.
• Integrate a niche into a traditional firm to attract clients seeking specialized services and drive firm growth.
• Implement a specific niche to deliver value efficiently.