Rethink. Financial Advice Podcast: Price Trumps Niche for Firm Growth Featuring Angie Herbers



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!