Tag Archives | advisors

A Client Feedback Confession

I have a confession to make. I feel pretty good about the 17-ish years I invested in building Advisor Impact and about my self-appointed role as the champion of gathering and using client feedback. There is, however, one dark cloud hanging over that time which suggests I must have done something wrong and it is, […]

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The Niche Market Mindset

It’s accepted wisdom that finding and focusing on a niche market is a good idea. However, when it comes to executing on the strategy it’s harder than it sounds. And, if it isn’t hard, there’s a reasonable chance you don’t have a real niche strategy, rather a preference for certain types of clients. (Not that […]

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