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Watch Niche Marketing (part 1) VIDEO

Listen to How Advisors Can Find Their Niche Online by Michael Kitces PODCAST

In this Capital Group podcast, Michael Kitces discusses how content can pull in new business for advisors. He also gives practical tips for advisors to get started, even if they’re not comfortable writing.

As an advisor and industry trendspotter, Michael Kitces and his Nerd’s Eye View blog are required reading for many financial advisors. In turn, Kitces devotes much of his time generating free content for the blog, which has become central to his strategy and to his other advisor-related businesses.


Niche Marketing Tips

  • Your first, and best, "niche" market is your family and friends. What is they one thing all your family, friends and acquantences have in common? They knou you.
  • If you also work a "regular" job, become an expert in your company's retirement plan. You can be the "go-to person" that those who are retiring soon will go to for advice and rollovers. Help existing employees understand the plan and help them select the best funds.
  • Always keep your eyes open for a specialized market that you can become an expert in. Specific company types, specific product types, a demographic, clubs, groups, organziations etc. Examples:
    • doctor's offices, goverment retirement plans, charity organizations, elder market, kids market (UTMAs, 529-Plans, Minor Roths) etc.