How to Take Client Niches to the next the level

The benefits of adopting a client niche-orientation are well-known—you can get greater efficiency, depth, and differentiation in serving clients. But what happens when you build your niches into actual client communities?

We’ll talk with Heather Fortner and Jay Loyd of SignatureFD in Atlanta, Georgia for an inside look at how they are creating differentiated value with this approach. 

What will you learn?

In attending this webinar, you will be able to: 

Explain how the identification of client segments (based on patterns & similarities in background, psychological profile & values) helps to understand and serve individual clients more efficiently.

Demonstrate how familiarity with a client’s segment (including background, values, and interests) can help develop a relationship of trust in client interaction.

Identify next steps in promoting community engagement and development among clients within a segment.

Who should attend?

All client-facing financial planners and advisors + leaders of advice/planning firms.

The content focuses on providing real examples of best practice, which will help planners and leaders think more strategically about the possibilities for creating more value with a niche-community orientation. 

About the Presenters; Jay Loyd. Director, SignaturePRO, SignatureFD and  Heather Fortner, Chief Compliance Officer and COO SignatureFD

Free to Members

Register here directly with Capital Preferences site https://landing.trueprofile.com/niche

CPD 1.0 structured hour – Gen Principles of Financial Planning