When Less Is More: Getting Clear on Your Strategic Vision and Target Market
Managing Your Practice
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Niche Strategies in Financial Advisory
This chapter explores the vital role of specialization and relationship-building in the advisory industry amid technological and market changes. It emphasizes the importance of delivering unique value rather than competing on fees and discusses the evolution of client needs, highlighting successful pathways to identify niche markets. Through illustrative examples, the chapter demonstrates how targeting specific client segments can drive growth and improve advisory effectiveness.
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