Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples of niches based on occupations, hobbies, and other characteristics, and how advisors can easily carve out niches from their existing client list. He also provides advisors with a free worksheet they can use to define their niche and market strategy.

Key Links

To download the Niche marketing Worksheet:

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