Attract More Clients by Committing to Your Niche

In a coaching call a few days ago, the advisor I was working with expressed frustration over a prospect she had difficulty bringing over from another practitioner. My coaching client specializes in a particular area of financial planning, and this prospect needed it. In addition, while the prospectís other advisor called himself a financial planner, all he really provided in this relationship was investment management. The prospect continues to come back asking planning questions, but has resisted moving his relationship.

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