Should Financial Advisors Specialize or Generalize?
Financial advisors often grapple with the decision to specialize or generalize.
It's essential to focus on the quality of client relationships rather than the quantity. Prioritizing narrowcasting over broadcasting can prevent advisors from undermining their professional value and engagement. By maximizing existing client relationships and converting them into advocates, advisors can ensure more robust and lasting connections.
Discover strategies to enhance client engagement and learn the importance of utilizing your current assets before expanding your reach. This practical approach can turn your existing relationships into a powerful source of new business.
This is a clip from Duncan MacPherson's recent "Niche Marketing" webinar. Watch the entire replay on YouTube: https://youtu.be/qxmtnOF6ZMM