Kristen Luke discusses the formula for defining a niche, steps to evaluate a potential niche, and strategies to refine the niche for long-term success.
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.
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?