Finding Your Niche

By Katie Burke / May 29, 2026 / Webinar

Growing Organically by Serving Clients You’re Passionate About

More often than not, the most sustainable growth often comes from clarity; knowing exactly who you serve and why it matters. This webinar, featuring a panel of respected female industry leaders, explores how financial advisors can define and refine a niche that not only drives organic growth but also creates deeper fulfillment in their work. The discussion will highlight how aligning your personal passions, values, and lived experiences with your client focus can become a powerful differentiator. Attendees will learn how to move beyond a generalist approach to build a more intentional, client-centered practice that resonates authentically with ideal clients. And helps you build your legacy. Through practical strategies and real-world insights, we’ll explore how to articulate your niche, attract the right clients, and position your firm for long-term, values-driven success.

Learning Objectives:

Define a niche that aligns with your strengths, passions, and long-term business goals
Implement authentic marketing and communication strategies to attract and engage ideal clients
Translate personal values and experiences into a clear, differentiated value proposition that supports organic growth

Topics Include:

Explore why advisors are building practices to best serve women investors
Dive into ways advisors are elevating the client experience to strategically guide women through various life transitions and stages
Share how advisors are developing and growing their practice to serve their ideal client profile through events, content, and more

Watch the replay

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Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
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How We Use Your Information That We Collect

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