The Three Dimensions of Specialization for RIAs

You've been told that you need to specialize, or find a "niche" for your RIA in order to differentiate your service. But is it as simple as choosing a target market? What factors should go into the decision?

Choosing a niche can be scary. Join RIA owner and marketing professional, Michael Reynolds as we talk through the process of choosing a specialization (or deciding not to) and how to think through the possibilities. We'll also demonstrate how to go beyond the basic "choose a target market" advice and explore the three dimensions of specialization and how to leverage your strengths to find the niche that's right for you.

Download Slides

Featured Clients

Logo for Objective WealthLogo for PlanVestLogo for Artisan Financial PlanningLogo for Curated Capital & PlanningLogo for Future You Wealth