The Efficient Advisor: Tactical Business Advice for Financial Planners

003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich


Listen Later

Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects. 

 We dive deep into:

-       Getting over the fear of narrowing your market

-       How she developed her niche (and I share mine too!)

-       Marketing your niche

-       Working with other professionals in your niche to create a referral base

-       Specific language on how to talk to your clients about your “new” niche

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Here is the link to the YouTube Video Michelle mentioned.

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

...more
View all episodesView all episodes
Download on the App Store

The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

123 ratings


More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners

View all
Investing Insights by Morningstar

Investing Insights

515 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Long View by Morningstar

The Long View

905 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,041 Listeners

The Elite Financial Advisor Podcast With Sten Morgan by Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

92 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

144 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners