Many financial advisors struggle with how to define their target client and create a compelling offer, but both are necessary to effectively attract clients and referrals. In additon, at the base of it's confusion is the difference between a target market and niche. Understanding the difference will enable you to revolutionize your marketing. You will be able to describe your value to clients and centers of influence. You will also be able to create a service offering that attracts the clients you want most without becoming too narrowly focused and limiting your market potential.

Course Objectives
  • Define a niche
  • Distinguish between a niche and a target market
  • Understand what kinds of niches can be created
  • Develop a niche of your own
  • Create a marketing plan to promote your niche
Course Information
Date Presented:
January 11, 2017 2:00 PM Eastern
1 hour
Target versus Niche: Sorting Out How to Create a Compelling Value Proposition
Speaker Information
Stephen Wershing, CFP(r)  [ view bio ]
Individual topic purchase: Selected
This course is no longer available for purchase.