Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our focus for this week is all in on niche marketing. First up is a piece that looks at serving business owners. Second, we have a blog that focuses on veterans. Our final piece this week examines marketing to physicians.
Do you work with a lot of clients who are high earners whose wealth exists within their most significant asset — their business? Business owners might be a niche you should focus on. Read on to learn why this type of client may be a great opportunity.
This article says veterans represent the full financial spectrum, and there may be more millionaires per capita in the military community than in the civilian population. Read this insightful piece that shares various opportunities to work with veterans and how to meet them where they are. After all, they have dedicated their lives to preserving our freedom and prosperity.
This piece states that while there is no standard playbook covering how to market to physicians, it shares strategies, best practices, and networking tips to increase the likelihood of attracting and retaining them.
