If you are Financial Advisor or Wealth Manager then selecting a “niche” is one of the core business and marketing strategy


“The man who chases two rabbits catches none” - You have probably heard this and it is very true especially for Financial Advisor who wants to get clients..


With 2019 around the corner, most Financial Advisors are putting their business plan, this video will help you use one of the most powerful strategy.



Here’s what I cover:

  1. What is “Niche” Strategy for Financial Advisors
  2. Why is it crucial to have a “Niche”
  3. How to select your “Niche”

Check out this video and let me know what you think in the comments below.


To Your Success (that relies on social media)


Deepak Patel


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