2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results-Slide handout - Playbook 2, Session 2

Slide handout - Playbook 2, Session 2 - Honing In

Pdf Summary

The document is an agenda for a NAPFA (National Association of Personal Financial Advisors) Playbook Series session titled "Honing In – How Doubling Down on Serving a Specific Niche Can Multiply Results." The session is part of a series themed "Building Trust and Earning Credibility in a Digital World." <br /><br />The session is in a panel format and features speakers from Impact Communications, Bogart Wealth, and Blue Chip Partners. Topics covered include describing niches, tips for picking and serving a niche, examples of client communications and hyper-relevant messaging. <br /><br />The document also includes additional resources and examples related to niching, and discusses how niching has helped firms. There is a section looking ahead to the summer 2023 sessions, including topics like magnetic marketing and conversational selling skills. <br /><br />The document ends with a section looking ahead to the fall 2023 sessions, which include topics like the art of conversation and client conversion, and executive presence. It also provides links to the NAPFA Playbook Webinar Series and NAPFA Nation Podcast Series.

Keywords

NAPFA Playbook Series

Honing In

Specific Niche

Building Trust

Earning Credibility

Panel Format

Describing Niches

Client Communications

Additional Resources

Executive Presence