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Specialize to Win: How to Find the Ideal Niche for Your Practice

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Attend this webinar for 1 CE Credit!

Get your CE credit by clicking here to complete the quiz

Click here to access the slides used in this webinar.

Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors.

This CE-credited webinar will guide you through the strategic process of identifying and thriving within your perfect niche. In today's competitive landscape, specialization is the key to surviving and excelling as a financial advisor.


  • What is a niche and why is it important?
  • How to find the ideal niche for your practice
  • How to become a top advisor in your chosen niche


  • Ryan Webb, Demand Generation Manager, Equisoft

How to earn your CE credits

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.

Downloadable 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.

Download the workbook here

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