The benefits of adopting a niche-orientation are well-known. Planners can gain greater efficiency, depth, and differentiation from these benefits. But what happens when planners build niches into actual client communities? Join Heather Fortner and Jay Loyd of SignatureFD in Atlanta, Ga. for an inside look at how they are creating differentiated value with this approach.

Intermediate: Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure / 3 years experience.

Course Objectives
  • Identify next steps in promoting community engagement and development among clients within a segment.
  • Demonstrate how familiarity with a client's segment (including background, values, and interests) can help develop a relationship of trust in client interaction.
  • Explain how the identification of client segments (based on patterns and similarities in background, psychological profile and values) helps to understand and serve individual clients more efficiently.
Course Information
Date Presented:
April 02, 2019 2:00 PM Eastern
45 minutes
FPA Member Price:
Non-Member Price:
Best Practice Spotlight: How SignatureFD Takes Client Niches to the Next Level
Speaker Information
Heather Fortner  [ view bio ]
Rob Hamshar  [ view bio ]
Jay Loyd  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$0.00