))
When Less Is More: Getting Clear on Your Strategic Vision and Target Market
Manage episode 322164062 series 3324283
Contenu fourni par Dimensional Fund Advisors. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Dimensional Fund Advisors ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren’t scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and education offerings for a specific market segment.
45 episodes
Partager
