Updated Friday, September 4, 2015 as of 5:00 PM ET

Attract More Clients by Committing to Your Niche

In a coaching call a few days ago, the advisor I was working with expressed frustration over a prospect she had difficulty bringing over from another practitioner. My coaching client specializes in a particular area of financial planning, and this prospect needed it. In addition, while the prospectís other advisor called himself a financial planner, all he really provided in this relationship was investment management. The prospect continues to come back asking planning questions, but has resisted moving his relationship.

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Comments (1)

You are right on ... niche sub-specialization is important ... mandatory even.

That's why the R&D efforts of our governing board of physician-directors, accountants, financial advisors, academics and health economists identified the need for integrated personal financial planning and medical practice management as an effective first step in the survival and wealth building life-cycle for physicians, nurses, healthcare executives, administrators and all medical professionals.

Now - more than ever - desperate doctors of all ages are turning to knowledge able financial advisors and medical management consultants for help. Symbiotically too, generalist advisors are finding that the mutual need for extreme niche synergy is obvious.

But, there was no established curriculum or educational program; no corpus of knowledge or codifying terms-of-art; no academic gravitas or fiduciary accountability; and certainly no identifying professional designation that demonstrated integrated subject matter expertise for the increasingly unique healthcare focused financial advisory niche ... Until Now!

Enter the Certified Medical Planner(TM) charter professional designation

Ann Miller RN MHA
Posted by Ann M | Thursday, February 21 2013 at 9:47AM ET
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