Why Niche Down?

Focusing on a defined niche such as doctors and dentists can transform your business. So why do so many resist niching down? It doesn’t mean that you can’t take on other attractive financial planning clients too. Niching down helps prospects and clients know you for focusing on issues that are relevant to them, such as the NHS pension.

In conversation, Jay Dhaliwal talks about the success she has achieved from niching down. In just six years Jay attracted 150 clients and manages £40 million in AUM. Not all doctors and dentists.

Learning points:

• Many resist niching down, understand why narrowing your focus helps you build something amazing and why you don’t have to say no to other suitable clients
• Learn why the specialist hook serves to drive lead flow and referrals
• Explore the benefits of knowing that you can narrow your specialist knowledge to one area of focus and place your attention on your niche’s needs
• Dig a bit deeper into the niche of doctors and dentists and NHS Pensions
• Discover what it’s like to serve clients at every age from 17 to 97
• Be encouraged that fear, failure and rejection help you learn rather than hold you back and why keeping your diary busy keeps you buoyant.