Top Advisors Use PreciseFP to Target Niches

Let’s face it, the world of financial planning is VAST. We work with clients on everything from investments, to estate planning, to risk planning… The list goes on and on.

It’s been proven that advisors who take a deeper dive into one or more areas of financial planning and/or focus on fulfilling the needs of specific client types (Think: professional athletes, dentists, executives at a specific company, etc), reap the rewards of:

  • Performing less back-office tasks and spending more time with clients
  • Serving an average of 14% more clients
  • Serving clients that have an average of 25% higher net worth
  • Having 9% higher AUM fees and 20% higher planning fees

It’s a fact: having a niche is better than not having one. The problem is that most tools for advisors don’t allow them to put their best foot forward in serving the needs of their niche clients. These tools are typically one-size-fits-all and are made to serve the lowest common denominator in financial planning. That’s where PreciseFP is different.

I invite you to attend our webinar series entitled “The Niche is Back”. We’ll give you real-life examples on how to make your niche come to life within PreciseFP. You’ll see how clients are more engaged due to your ability to customize the experience around their needs. Instead of offering a generic, one-size-fits-all experience, PreciseFP allows you to create a solution specific to your niche.

I hope to see you there!

Don Whalen, CFP® –  CEO

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