FinPlan Friday: Find Your Financial Planning Niche
Lauren Laferla, PR & Content Marketing Manager
July 5, 2019
Identify Your Ideal Client and Grow
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.
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.