Building a niche practice allows you to use your time and skills to serve a unique group of clients with a common set of characteristics and needs – whether that be doctors, farmers, teachers or another target group. However, says Sajjad Hussain, vice president and private wealth counsellor with Fiduciary Trust Co. of Canada in […]
Focusing your insurance business on a single profession has many advantages. You can build your client base by becoming an expert in the needs of one group, streamline your sales pitch and develop more loyal clients
Focusing your insurance practice on a narrow target market makes you the go-to person for members of your niche. Specializing can improve the quality of service you provide and make your practice more profitable
To be successful, you have to love what you do and the clients you work with
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.