Financial Advisor Success

Steve Wershing is a practice management and marketing consultant who teaches clients to stop asking for referrals. He believes, if you operate in a clear niche, that you will stimulate referrals from clients without solicitation.  Steve consults with advisors to clarify how their marketing materials can more clearly communicate their strengths and structure.  In this episode, Steve discusses being guilty of conflating target market with niche market. Towards the end, Steve shares how to manage a niche practice and why clients will eventually outgrow your services. Get the full show notes and transcript for this episode at: www.kitces.com/26