Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering significant value takes a targeted approach. In this session, you'll learn how serving a niche can help you grow faster and more efficiently than you thought possible.
Understand the value of a clearly defined niche market and how to identify your ideal client's unique needs.
Integrate a niche into a traditional firm to attract clients seeking specialized services and drive firm growth.
Implement a specific niche to deliver value efficiently.
Arlene Moss
Arlene Moss gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. With over 20 years of industry experience, Arlene gives members the support they need to grow their businesses and overcome the challenges that come their way.