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Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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39: Best of 2020: How to Find and Connect With Niche Clients

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Manage episode 278977155 series 1860640
Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
This episode was previously published in May 2020.
According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.
  continue reading

31 episod

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iconKongsi
 
Manage episode 278977155 series 1860640
Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
This episode was previously published in May 2020.
According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.
  continue reading

31 episod

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