Don’t Let Your Niche Get Too Narrow

Don’t Let Your Niche Get Too Narrow

Having a tightly defined niche as a Financial Advisor is important. A research by CEG Worldwide confirms it – six out of ten advisors they surveyed said that focusing on a niche has been “tremendously or very positive” in helping them attract affluent clients. Only three percent said that focusing on a niche had had a “negative impact.”

So if focusing on a niche is so good, why are any advisors having a negative experience with it?

In many cases, it’s likely that these planners have fallen into a common trap: Their focus is too narrow.

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Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Nowadays “storyselling for financial advisors” is a big search trend. I found a book with that title but I doubt that’s what people in the industry are looking for. My guess would be that they are after high net worth clients with yet another “modern technique”. Truth be told, storyselling is just a catchy name for good old storytelling that Financial Advisors so rarely master completely.

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