Listen "When Less Is More: Getting Clear on Your Strategic Vision and Target Market"
Episode Synopsis
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.
More episodes of the podcast Managing Your Practice
What the Most Admired Leaders Do Differently
24/10/2025
AI as the Next Thought Partner in Finance
30/09/2025
Jill Schlesinger on the Power of the Pivot
22/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.