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

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