How advisers can identify the right niche for them
“As you answer these questions, you will find that the overlap between your passion and your aptitude is what makes you unique. The overlap between your aptitude and your profit is where you create value. And the overlap between your passion and your profit is what motivates you to do the work you do… Once you find the intersection of your passion, aptitude, and profit, that is the niche for you.”
Three steps to identifying your firm’s niche (Kristen Luke)
The client experience
Why young clients should embrace evidence-based investing (The Evidence-Based Investor)
What do different generations want from their adviser? (Catherine McBreen)
The importance of understanding what your client wants (Gill Cardy)
The advisory profession
The digital transformation of the profession: what you need to know (Craig Hawley)
How to be smart when bringing tech into your firm (Janine Menasakanian)
Keeping wellbeing in mind when growing an advisory business (Meghaan Lurtz and Michael Kitces)
Work and business
The three stages to successfully hiring a new adviser (Tony Vidler)
Don’t let your business take over your whole life (Amanda Newman Smith)
How data literate is your company? (Rasheed Sabar)
Adviser marketing
Even in the age of tech, word of mouth is still king (Chloe Cheung)
Creating YouTube thumbnails that catch the eye (Blair Kelly)
Using incentives to attract clients for the long-term (Blair duQuesnay)
CONTENT FOR ADVISERS
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