 You are able to better insulate yourself from competitors in terms of your market positioning and differentiation, and there are huge efficiencies and economies if you serve a more homogeneous client base.”Dan Inveen, principal and director of research at FA Insight. |
Advisers who specialize in a profession are invaluable
Liz Skinner, December 2013
Read the article online >Summary: Financial advisers have found that by focusing on professionals in a particular industry, they become specialists in what those professionals need in terms of financial planning — and learn to speak their language. Marketing, in turn, becomes much more targeted and effective
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