Some RIAs will find a multiple-niche approach profitable, but they need to be strategic or risk watering down their messaging and efforts. Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals.
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Financial advisors can stand out and attract more clients by using micro-targeted marketing strategies tailored to specific client characteristics or needs, even without committing to a defined niche.
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If your marketing feels scattered, it’s not because you’re doing too little — it’s because you’re missing answers to two key questions: Who? And how?
