Download our discussion material.
Review recent podcast with Michael Kitces and Jude Boudreaux

In today’s increasingly competitive financial planning landscape, where more and more financial advisors are offering remarkably similar services to the same target clientele, it’s harder and harder just to get noticed in the first place.

Many financial planners find themselves increasingly compelled to focus into a niche where it’s easier to stand out and win clients. However, many planners fear that by focusing into a niche, they will narrow the base of potential clients to the point that they will no longer be able to grow.

Join in as fellow practitioners discuss Positioning Yourself as a Go-To Expert in Your Niche. 

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.