The Three Dimensions of Specialization for RIAs


Date: Jan 10, 2022

Time: 2:00pm - 3:0pm

Contact: Michael Reynolds

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You've been told that you need to specialize, or find a "niche" for your RIA in order to differentiate your service. But is it as simple as choosing a target market? What factors should go into the decision?

Choosing a niche can be scary. Join RIA owner and marketing professional, Michael Reynolds as we talk through the process of choosing a specialization (or deciding not to) and how to think through the possibilities. We'll also demonstrate how to go beyond the basic "choose a target market" advice and explore the three dimensions of specialization and how to leverage your strengths to find the niche that's right for you.


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