Date & Time
Tuesday, June 10, 2025, 1:55 PM - 2:25 PM
Name
How Firms Can Implement a Multi-Niche Approach to Empower Advisors in Business Development
Description
Explore how adopting a multi-niche approach can empower employee advisors to contribute meaningfully to your firm's business development efforts. This presentation outlines actionable steps for firms to identify and support multiple niches, equip advisors with the tools and expertise they need, and create repeatable marketing frameworks across the organization. Gain insights into balancing firm-wide goals with individual advisor strengths while maximizing client acquisition and referrals through targeted niche marketing. Ideal for firm leaders and marketing professionals seeking innovative strategies to scale growth organically.
Location Name
Germantown 1
Speakers
Kristen Luke, Kaleido Creative Studio