When Less Is More: Getting Clear on Your Strategic Vision and Target Market
Managing Your Practice
English - November 09, 2021 15:23 - 1 hour - 85.5 MB - ★★★★★ - 20 ratingsManagement Business Entrepreneurship bestpractices advisorpracticemanagement advisorybusiness businessgrowth entrepreneurship financialadvisor smallbusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What Three Personality Types Does Your Firm Need to Grow?
In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren’t scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and education offerings for a specific market segment.