Niche Strategies in Financial Advising

This chapter explores the relevance of niche strategies in financial advising, emphasizing the importance of targeting local companies and understanding their unique employee needs, particularly regarding retirement plans. The conversation highlights the evolving dynamics between financial advisors and corporations, the challenges of gaining access to corporate environments, and the emerging opportunities in financial wellness programs. By focusing on specific employee demographics, such as engineers, the speakers discuss effective outreach strategies and the value of consistent client engagement in enhancing financial planning services.