If you haven't noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today's episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.
With over 25 years of experinece working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating and unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure you're business is not just planning, but operating in a financially sustainable fasion.
If you're interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!
LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure
Episode 213 - How to Develop Your Executive Presence — With Steve Kosch
Episode 212 - PR Strategies That Get Advisors the Most Attention — With Warren Weeks
Episode 211 - Business Tips for a Dialed-In and Successful 2020
12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series
12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media
12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook
12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest
12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience
12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors
12 Days of Marketing - Episode 6 — Podcast Coaching Tips
12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now
12 Days of Marketing - Episode 4 — 4 Benefits of Niche Marketing for Advisors
12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team
12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process
12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer
Episode 210 - Make Your Story The Message with Chris Smith
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1
Episode 209: How to Become a Great Podcaster— With Tim Wohlberg
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