The Perfect RIA

Not Everyone Needs a Niche [Episode 313]


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In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between advertising and marketing, and the journey of finding and developing a niche. They emphasize the need for advisors to understand their clients deeply, build trust, and take actionable steps towards establishing their niche. The conversation highlights the long-term commitment required for successful niching and the importance of integrity in client relationships.

Not Everyone Needs a Niche [Episode 313]

Resources in today's episode:

- Micah Shilanski: Website LinkedIn - Matt Jarvis: Website | LinkedIn

 

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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