 “The more you can describe your ideal client in detail, the better you will be able to replicate additional client relationships.”RIA Central |
Guidelines for Building a Solid Practice Niche
Tom Coyle | Financial Advisor IQ, November 2013
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Summary: Niche financial-advice firms focus on clients they like, build skills that they can use across entire client bases and, through success with a particular constituency of clients, forge lasting client relationships and a steady flow of reliable referrals, according to RIA Central. Nicheless advisors should look at their books of business to identify clients they like best.
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