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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: https://kuttinconsulting.ac-page.com/niche-marketing-worksheet
Email Jon Randall at: jon@dynamicdirections-d2.com
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.
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