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003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich

003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
49 minutes
Released:
Dec 8, 2021
Format:
Podcast episode

Description

Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects.  We dive deep into:-       Getting over the fear of narrowing your market-       How she developed her niche (and I share mine too!)-       Marketing your niche-       Working with other professionals in your niche to create a referral base-       Specific language on how to talk to your clients about your “new” nicheSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comHere is the link to the YouTube Video Michelle mentioned.Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Dec 8, 2021
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!