Ep #11: Crisis of Differentiation and the Niche Imperative

Published: Sept. 23, 2015, noon

If you are one of those financial planners that believe\xa0having a niche doesn\u2019t matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that belief and, with our predictions for the world of financial planning, actually start looking at your business. Michael and I share our sometimes-conflicting views on why having a niche is so important and how to set up your business to cater to a niche that will make you THE adviser to work with.\xa0

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/11