You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm. Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!
Angie, Adam & Derek discuss:
What happens when your clients don’t want all their money with one advisor?Following talent trends, more advisors are becoming specialists instead of generalists.Price is a leading indicator of firm growth; niche is your lagging indicator.To grow consider not niching but lowering your prices or even delivering something for free.Startup mentality to grow your firm.And lots more!
Resources:
Connect with Angie on LinkedInFollow Angie on TwitterLearn more about Angie’s practice management consulting firm, Herbers & CompanyFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
Schedule an Asset-Map
[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map
Connect With Derek Notman:
Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman
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