The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

Choosing a niche can feel intimidating—but the right audience can transform your business.

In this episode, Michael Labos, founder of GenX Wealth Partners, shares the story of how he rebuilt his practice by focusing on the clients he truly wanted to serve. After an early niche attempt didn’t work and nearly led him to sell his firm, Michael used that experience to redefine his approach.

Today, his virtual practice is built around a clearly defined audience and a strong sense of purpose.

Why niching down can strengthen your marketing and messaging
Lessons learned from choosing the wrong niche
How focusing on a specific audience can transform a firm
Why the right niche creates stronger client relationships

Brought to you by the Financial Planning Association (FPA)

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Episoder(89)

REPLAY: Bad Google Review? No Problem.

REPLAY: Bad Google Review? No Problem.

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from b...

18 Mai 41min

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

Brought to you by the Financial Planning Association (FPA) What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business...

11 Mai 33min

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

Nothing builds credibility quite like hearing directly from the people you serve.Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can h...

4 Mai 33min

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see.In this solo episode, we explore how advisors can build a stronger onli...

27 Apr 16min

Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors

Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors

Technology is evolving fast—but relationships still drive the financial planning business.In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an...

20 Apr 24min

Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors

Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors

When it comes to working with pre-retirees and retirees, connection matters more than ever.Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relations...

13 Apr 33min

Creating an AI Avatar — A.U.M.™ for financial advisors

Creating an AI Avatar — A.U.M.™ for financial advisors

Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of your...

23 Mar 32min

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