Financial Planning for Professional Athletes

Financial planning for professional athletes is a complex niche market that requires the right financial advisor. Working with an athlete is one of the most sought after niche markets for financial professionals.  The prestige of working with some of the most revered...

Don’t Have a Niche? We Can Help You Build One.

Introduction   In order to acquire the right clients and better focus marketing efforts, advisors should operate in a niche market.  Operating in a niche market is beneficial to advisors and clients.  Niche markets enable advisors to specialize in a particular...

Path to Profitability

Acquiring the Right Clients for Your Practice   Finding the right clients is the key to grow a practice and increase profitability.  Advisors that have the right clients are more likely to enjoy talking to their clients.  Profitability is not all about minimum...

Fee Compression

Financial advisors are embracing technology to combat fee compression. The only thing permanent in life is change. Many fee based investment advisors understand this all too well.  In the past decade, they have adjusted nicely from stock broker or insurance agent to a...