To be successful, you have to love what you do and the clients you work with
Specialization helps make your business more efficient and profitable
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing director of Rogers Group Financial, describes his positioning as a retirement income planning specialist and how he demonstrates his expertise to clients. He spoke with Dan Richards, president, Client Insights, on location at the CIFPs conference in Vancouver.
In part three of a three-part video series, April-Lynn Levitt, a coach with The Personal Coach in Calgary, explains how advisors cant focus on their greatest strengths and improve existing client relationships. Levitt discusses three proven strategies that advisor’s have used to maintain great client relationships while specializing. She spoke at the TMX Broadcast Centre in Toronto.
Kim Poulin, a coach with The Personal Coach in Montreal, explains how to structure your business as you move forward with specializing your practice, in part two of a three-part video series. Poulin uses the traditional “GAP” breakdown and explains methods of structuring your business so that each tier can receive superlative service while you move forward and focus on your ideal specialization. She spoke at the TMX Broadcast Centre in Toronto.
April-Lynn Levitt, a coach with The Personal Coach in Calgary, explains how to find your area of specialization in the first of a three-part video series. Levitt breaks down proven techniques that enable advisors to zero in on the most successful and lucrative areas of their practice and demonstrates how to focus on the clients and results you most value, while keeping your existing clients happy. She spoke at the TMX Broadcast Centre in Toronto.
Many prospects seek out advisors with deep knowledge in a particular area, such as retirement planning
Identify your niche and become an expert
Focusing on your target market can sometimes mean saying “no”
Look well beyond asset levels