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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Jun 27, 2017

Steve Wershing is a practice management and marketing consultant who teaches clients to stop asking for referrals. He believes, if you operate in a clear niche, that you will stimulate referrals from clients without solicitation. 

Steve consults with advisors to clarify how their marketing materials can more clearly communicate their strengths and structure. 

In this episode, Steve discusses being guilty of conflating target market with niche market. Towards the end, Steve shares how to manage a niche practice and why clients will eventually outgrow your services.

Get the full show notes and transcript for this episode at: www.kitces.com/26

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