Niche Marketing: Grow Big by Going Small
This is a guest video from Kristin Harad, CFP® of VitaVie Financial Planning in San Francisco, California.
Kristin Harad, CFP® believes that too many financial professionals fail to leverage the strategies that work so effectively in nearly every other industry for fear that they will ‘miss out’ on potential clients by having a tight focus. She feels (as do I) that the opposite is true. The more narrowly focused your niche is, the more success you will have within that niche! In this ten minute video, Kristin helps you understand what niche marketing is and how it can help you grow your practice like you’ve never seen before.
Kristin has developed three more insightful videos on how to transform your practice with niche marketing. She will detail the specific steps you should take to identify the best niche for you, as well as show you exactly how she uses niche marketing in her own successful practice. The videos are available for free at www.next10clients.com.
About Kristin Harad, CFP®
Kristin Harad, CFP® is the President of VitaVie Financial Planning (www.newparentfinances.com), a fee-only financial planning firm in San Francisco. Her firm is tightly focused on a single niche — new parents and growing families, and she has become a strong advocate of niche marketing for other financial planners and advisors. Prior to earning her CFP® credential, Kristin worked as a marketing executive for fifteen years at leading firms such as Grey Direct Advertising and Charles Schwab & Co. Through her program Next 10 Clients, Kristin teaches financial advisors how to define and execute a niche marketing strategy. For more information , visit www.next10clients.com.
About Kristen Luke
Kristen Luke is the Principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies and support for Registered Investment Advisory firms. Kristen works with individual advisors and firms to develop effective marketing plans and provides the back office support required to implement the strategies. For more information, visit www.wealthmanagementmarketing.net.
(http://www.newparentfinances.com), a fee-only financial planning firm in
San Francisco. Her firm is
tightly focused on a single niche — new parents and growing families,
and she has become a strong advocate of niche marketing for other
financial planners and advisors. Prior to earning her CFP® credential, Kristin
worked as a marketing executive for fifteen years at leading firms
such as Grey Direct Advertising and Charles Schwab &Co. She believes
that too many financial professionals fail to leverage the strategies
that work so effectively in nearly every other industry for fear that
they will ‘miss out’ on potential clients by having a tight focus.
She feels (as do I) that the opposite is true. The more narrowly
focused your niche is, the more success you will have within that niche!
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