Today, we wrap up my conversation with Kirk Hulett, senior vice president of strategy and practice management at Securities America.
Throughout this series, we have delved into one of the most sought after ways to build your book of business—serving a niche. We have talked about where you can look to find the niche that’s best for you, how to know whether focusing on that market can truly add zeros to your AUM (or just add hours to your work day) and even how to demonstrate your new expertise in that niche to the clients within it.
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