Price Trumps Niche for Firm Growth featuring Angie Herbers (Ep 39)
Summary:
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
- [email protected]
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
