003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich episode artwork

EPISODE · Dec 8, 2021 · 49 MIN

003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

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” nicheSuccessful 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.comHere 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!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

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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 shar...

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003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich

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