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Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39

Season 2, Ep. 39

You’ve been told to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm.  Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!


Angie, Adam & Derek discuss:

  • What happens when your clients don’t want all their money with one advisor?
  • Following talent trends, more advisors are becoming specialists instead of generalists.
  • Price is a leading indicator of firm growth; niche is your lagging indicator.
  • To grow consider not niching but lowering your prices or even delivering something for free.
  • Startup mentality to grow your firm.
  • And lots more!


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