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2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results
Course Information
Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management
Course Description

Building on what you learned in the first session on niche marketing, we will continue our discussion centered on how advisors who double down on serving a specific niche can move farther faster due to this intensified commitment.

This session will drill into:

  • Strategies for working with a specific target market
  • Why you select a specific niche 
  • Maximizing your efforts
  • Establishing trust and earning credibility when you can't meet a client in person

Homework Assignment: Consider what the panelists said and come to session #3 prepared to share your additional insights with the group.


Matthew Mondoux, CFP®, CFA®, CMT®

Matthew Mondoux, CFP®, CFA®, CMT®, is a senior financial advisor at Blue Chip Partners. Matt joined Blue Chip Partners in 2016. He began his career in 2010 as a Junior Research Analyst at a boutique money management firm. He quickly advanced to being an Investment Strategist, helping to manage the firm’s five portfolio strategies. Matt also spent time at the nationally recognized valuation firm of Stout Advisory before realizing his true passion was the investment industry.

Matt graduated with a B.A. in Finance with a specialization in Environment Studies from Michigan State University.

James Bogart, CFP®, ChFC®