Go Small to Grow Big: Niche Marketing for Financial Advisors

Presented by

Kristin C. Harad, CFP(R), President, Next10Clients

About this talk

Many planners strive to position their services as a fit for practically any potential client. Terrified of missing a single opportunity, they actually fail to connect with those prospects who would be a perfect fit. In this how-to session, you’ll learn: Why communicating that you can work with practically anyone is a highly ineffective strategy, how niche marketing can accelerate your practice’s growth, and the 9-Step Possibility Process™ to identify the best niche for your financial planning practice. Our speaker, Kristin Harad, is a CERTIFIED FINANCIAL PLANNER, and Founder of Next10Clients, where she teaches entrepenurial financial advisors how to use powerful marketing strategies in practical ways. Kristin also runs VitaVie Financial Planning, a fee-only firm in San Francisco, CA that she grew from zero to six figures in less than three years starting completely from scratch. She atrributes much of her success to applying a clear niche strategy ocused on expectant parents and growing families. Leveraging nearly 15 years of corporate marketing experience, Kristin offers a refreshing look at how to market your financial planning practice in a common sense, cost effective and even enjoyable way.

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