Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers

Modern Financial Advisor
19/06/2020 26 min

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Episode Synopsis


Why is it that we encourage individual financial advisors to focus on niche markets but RIA firms and smaller broker-dealers still roll with the mass market approach? The benefits of target marketing are available at the firm level as well. In this episode, Mike Langford explores how you can transform your business by focusing on a target market for your advisors and the clients they serve.

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