Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
"The Essence of Strategy is Choosing What Not to Do."
- Michael E. Porter
Join marketing expert Jeff Morgan and niche RIA vet Justin Copier to learn how occupational niches can supercharge your RIA's growth, scalability, and value.
You'll Learn:
- Why occupational niches outperform demographic targeting
- A 5-step test to evaluate your positioning
- Tactics to leverage your niche for faster growth
- How specialization enables more profitable scaling
- Ways career expertise boosts your firm’s value
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this educational webinar
WHEN / WHERE:
Zoom Webinar
Tuesday, September 17th
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Jeff Morgan
Jeff is a marketing and technology leader with deep expertise in growing niche RIAs.
He is the former CEO of HyperX Marketing and CMO of the niche RIA, Dentist Advisors.
Jeff currently leads the marketing team at Elements where he has the opportunity to share his marketing expertise with financial advisors seeking to accelerate their firms’ growth.
Justin Copier
Justin is the Chief Operating Officer at Dentist Advisors, an RIA that delivers full-service planning for dentists in all 50 states.
As one of the first employees to join Dentist Advisors back in 2015, he has helped shape and execute the firm’s strategy to serve an occupational vertical at scale.
Justin holds an MBA from BYU’s Marriott School of Business.
