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- Title
Dear Adviser: Retirement Planning Isn't a Niche.
- Authors
Fedusenko, Kalli
- Abstract
The article discusses the importance of choosing a niche in the financial planning industry. While retirement planning is a common focus for many financial advisors, it is not enough to differentiate oneself from others in the field. The article suggests that advisors should find a more specific niche that aligns with their passions and expertise, such as working with widowed women or the LGBTQIA+ community. By narrowing down their focus, advisors can attract and retain clients who have unique needs and build a successful practice. The article also provides tips on how to engage with and market to a chosen niche effectively.
- Subjects
RETIREMENT planning; PENSIONS; TAX planning; EXECUTIVE compensation; FINANCIAL management; FINANCIAL planners; EMPLOYEE education
- Publication
Journal of Financial Planning, 2024, Vol 37, Issue 7, p65
- ISSN
1040-3981
- Publication type
Article