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^®

A seasoned wealth advisor, James Bogart, CFP®, ChFC®, takes pride in assisting executives, entrepreneurs and professionals to pursue their dreams through striking, highly customized financial planning strategies. As CEO and president of Bogart Wealth, he focuses both on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every Bogart Wealth client.

A Barron’s list top advisor, James’ practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection and retirement concerns, with a special insight and focus on multi-generational strategies.

Jonny Swift

Jonny Swift specializes in social media consulting, digital media production, and online presence as Director of Social/Digital Strategy at Impact Communications. He has presented his social and digital media marketing tactics and best practices at the Barron's Top Women Advisors Summit, ACP National Conferences, Bob Veres’ Insider’s Forum, the T3 Technology Tools for Today Advisor Conference.