The benefits of adopting a niche-orientation are well-known. Planners can gain greater efficiency, depth, and differentiation from these benefits. But what happens when planners build niches into actual client communities? Join Heather Fortner and Jay Loyd of SignatureFD in Atlanta, Ga. for an inside look at how they are creating differentiated value with this approach.
Intermediate: Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure / 3 years experience.
- Identify next steps in promoting community engagement and development among clients within a segment.
- Demonstrate how familiarity with a client's segment (including background, values, and interests) can help develop a relationship of trust in client interaction.
- Explain how the identification of client segments (based on patterns and similarities in background, psychological profile and values) helps to understand and serve individual clients more efficiently.
April 02, 2019 2:00 PM Eastern