I can’t stand the despicable lack of branding in the financial advisor space. I’m always advocating for financial advisors to set themselves apart. But the overwhelming pushback I get is this, “Sara, if I specify a particular market niche, I’m worried I’ll lose interest from prospects who don’t fit that niche.”
Despite what you may think, your current clients will not dump you, and you won’t lose wealthy prospects by targeting a vertical – if you do it right.
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