Free Workbook: How to assess your skills, strengths and interests to identify your niche as a financial advisor

Are you ready to transform your advisory practice and identify your unique positioning in the industry? 

Our comprehensive workbook will guide you through the process of self-assessment, client reflection, revenue analysis, and market insights to identify and dominate your ideal niche

By the end of this workbook, you will achieve the following: #

• Narrow down your potential niche options based on:
  • Internal assessments
  • Client reflection
  • Revenue analysis
  • Market insights

• Identify gaps in your practice that need to be filled to effectively serve your chosen niche.

Sections in this workbook  #

• Step 1 - Internal Assessment: During this section, you will be guided through a series of self-reflection questions. This section is designed to uncover your strengths, expertise, and passions. You'll gain clarity on your areas of excellence, qualifications, and personal interests. that will help you assess your strengths and experience
• Step 2 - Client segmentation and product offering reflection: In this stage, you'll categorize your service offerings and segment your client base. This step lays the foundation for identifying your niche and strengthening your practice's overall framework.
  
• Step 3 - Revenue Analysis: Next, the workbook will assist you in evaluating which client segments have yielded the greatest success for your practice.
  
• Step 4 - Putting it all together: Now, it's time to synthesize your findings. Here, you'll evaluate your most successful client segments by considering the information you've collected in the previous steps
  
• Step 5 - Market Insights: Recognizing that no financial advisor operates in isolation, this step involves researching other advisors who cater to the same client segments as you.
• Step 6 - Final Niche Identification: It's time to reap the rewards of your efforts. Integrate all the gathered information to precisely pinpoint the niche you'll target in your advisory practice.