Niching Wins: What Advisors Need—and What Firms Must Build

Advisor niching speeds trust, sharpens focus, and creates stronger conversations with the right clients. In this session, we’ll explore why niching works and what firms must have in place to successfully recruit and support niche-focused advisors. You’ll learn the key attributes leaders need, the systems and support that matter most, and how agencies can help advisors build sustainable businesses beyond the warm market—while creating stronger, more scalable firms in the process.