Rethink. The Financial Advisor Podcast - Episode 39: Price Trumps Niche for Firm Growth featuring Angie Herbers

You’ve been told 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/value 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 delivering something for free.

• Startup mentality to grow your firm.

• And lots more!

Resources:

• Connect with Angie on LinkedIn

• Follow Angie on Twitter

• Learn more about Angie’s practice management consulting firm, Herbers & Company

• Follow RethinkFA on LinkedIn

• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo

• support@asset-map.com 

• 888-664-8850

• Asset-Map 

• LinkedIn: Adam Holt

• LinkedIn: Asset-Map

• Facebook: Asset-Map

• Twitter: Asset_Map

• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek

• Conneqtor

• LinkedIn: Derek Notman

• LinkedIn: Conneqtor 

• Twitter: Derek Notman

• Twitter: Conneqtor

• Facebook: Conneqtor 

• YouTube: Derek Notman