Summary:
You’ve been to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price to grow your firm. Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!
Angie, Adam & Derek discuss:
- What happens when your clients don’t want all their money with one advisor?
- Following talent trends, more advisors are becoming specialists instead of generalists
- Price is a leading indicator of firm growth, niche is your lagging indicator
- To grow consider not niching but lowering your prices or even doing something for free
- Startup mentality to grow your firm
- And lots more!
