Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers artwork
Modern Financial Advisor

Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers

  • 26:57
  • June 19th 2020

Why is it that we encourage individual financial advisors to focus on niche markets but RIA firms and smaller broker-dealers still roll with the mass market approach? The benefits of target marketing are available at the firm level as well. In this episode, Mike Langford explores how you can transform your business by focusing on a target market for your advisors and the clients they serve.

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.