
Sign up to save your podcasts
Or


In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren't scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and education offerings for a specific market segment.
By Dimensional Fund Advisors4.7
2222 ratings
In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren't scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and education offerings for a specific market segment.

522 Listeners

941 Listeners

282 Listeners

2,023 Listeners

475 Listeners

463 Listeners

2,116 Listeners

921 Listeners

243 Listeners

87 Listeners

115 Listeners

324 Listeners

135 Listeners

48 Listeners

994 Listeners