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Ep 59: Growth Strategies for Ambitious Financial Planning Firms

Adviser 3.0: The Podcast

00:00

How to Grow Your Niche Clients

Colin Lawson, who was the founder of his firm, decided what his ideal clients were through a series of exercises he'd done at strategic coach. And luckily, we were in a postcode area in the South of Manchester where there are lots of those people. So we were able to dictate, there was enough money there for us to be able to kind of hit our target goals without having to diversify. Alan: "I never really liked the idea of niche client targets. I think it's more about we look after people who will benefit from financial planning and can afford it"

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