This week, Joe discusses the benefits of niching your financial planning practice. Advisors and firms that niche their practice achieve higher client growth, higher revenue growth, and higher profitability on average than firms and advisors who don't choose a niche.
In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will offer his take on the issues financial advisors see every day. Joe is a practicing financial planner with a unique perspective into the challenges for which Covisum provides technology solutions. Join us on the first Friday of every month for FinPlan Fridays, and get helpful tips to grow your financial planning practice.