What are the influences and motivations of a financial advisor’s target market?

As a financial advisor you need to know your target market. If you don’t know who your potential clients are and their characteristics, how can you find them and win their business? Additionally, if you aren’t focused on a specific group and simply market your business to anyone, you might […]
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Mistake 1: Financial Advisors Lack a Target Market or Niche

Financial advisor target market development is key to ongoing financial success. One of the top marketing mistakes financial advisors make is to not focus on a niche, or target market. This lack of focus positions you as a generalist who will take any client walking through the door. While unsophisticated […]
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