1. Differentiation by Specialization
John Hill, CFP
Chief Executive Officer

2. “Whenever we talk about the top three firms attracting twice as many clients as their next nearest competitor, it’s really firms in a particular specialty.

3. “Going forward, a key differentiator will be clarity of value proposition. There is a difference between a lottery winner, a business owner, an executive, etc. They all realized their money in different ways, their attitude towards money is different and they have different problems.

4. “There are different driving forces that cause a business to grow
“There are different driving forces that cause a business to grow. The two most common are a niche strategy where they have a clearly defined community they are serving.
The second most common ... is that they have a technical specialty. They are known for something unique.”
- Mark Tibergien

5. HENRY

6. Niche Considerations, where do I Start?
Start with a complete evaluation of your current client list What unique characteristics do they share? What organizations do they belong to? What companies do they work for? What do they do for a living? What do you love to do?

7. Execute