Between Now And Success

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 experience that will cater to your ideal client. 3. Remember: a niche is a need that sets your clients apart, and a need that you are able to service in a unique way. Also Learn: 1. Why separating "target" from "niche" is essential to transforming your business. 2. How simple tweaks to things like your meeting calendar can have a big impact on your niche client experience and drive up your value to clients. 3. What kinds of d