Niche workbook

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

Niche workbook

Download the workbook

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.

Bonus: Personalized Guidance from ChatGPT

Use our bonus ChatGPT prompt to gain insights into the commonalities between your technical skills, soft skills, academic qualifications, and prominent roles.

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