Top tips on finding a niche

How to stand out in an overcrowded market

clock

Maria Merricks on how to stand out in an overcrowded market.

Finding and targeting a niche is a great way of getting your firm noticed. Becoming the expert in a field boosts profile, improves efficiency and ensures a steady stream of clients. And as the pressures of RDR continue to affect the industry, you should be doing everything in your power to stand out from the crowd. Peter Dunn, director of Heritage Financial Advisers, says having a specialism makes him part of a community where referrals are rife. Focusing on financial planning for the dental profession, Dunn says 95 per cent of his business comes in the form of referrals from close links...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Human behaviour: Assessing attitudes to risk over the lifetime

Human behaviour: Assessing attitudes to risk over the lifetime

Exploring financial personality dimensions

Louis Williams
clock 14 February 2025 • 4 min read
The last straw: VAT on school fees piles pressure on stretched family finances

The last straw: VAT on school fees piles pressure on stretched family finances

VAT of 20% now applies to school fees for education provided on or after 1 January

William Rollin and Alexandra Hirst
clock 14 February 2025 • 4 min read
Feel Good Friday: Liontrust launches charitable foundation

Feel Good Friday: Liontrust launches charitable foundation

The asset manager has made three charity partnerships

Professional Adviser
clock 14 February 2025 • 1 min read