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
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Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay
Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger
Episode 202 - The Evolution of Advisor Marketing
Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree
Episode 200 - Top Things We Have Learned in 200 Episodes
Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins
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Episode 197 - Magnetic Marketing and Operational Mastery — With Brittany Anderson
Episode 196 - 4 Steps to the Perfect Marketing Strategy
Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky
Episode 194 - How to Power up Your Marketing Today— With Mark Mersman
Episode 193 - Educational Seminars: A Valuable Item in an Advisor's Marketing Toolbox — With Mike Thurman
Episode 192 - 6 Ways Podcasts Make You a Better Advisor
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