30 Days to a Successful Niche Strategy

Thursday, April 8, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

Summary Already Registered? Click here »

All advisory practices have a niche strategy. But some of them don’t know what their niche is. This webinar will show you how to identify your niche based on the distinct specialization that you already have. Our presenters will walk you through a process of discovery that will let you identify and articulate a niche that is essential for future success. And they will give you a 30-day plan that will deliver explosive growth for your firm.

Join Advisor Group Executive Vice President of Business Coaching & Consulting Kirk Hulett and one of Advisor Group’s esteemed financial professionals for a webinar designed to help you discover your niche.

In this webinar you will learn:

  • Assess your book of business to identify your existing client groups
  • Leverage the right technology to enhance the client experience
  • Make your newly discovered niche a catalyst for growth

Register today and learn how you can take your business to the next level.

Speakers

Kirk Hulett Headshot

Kirk Hulett
Executive Vice President, Strategy & Practice Management
Advisor Group

Kirk leads the Advisor Group Business Coaching & Consulting team which provides coaching, consulting, and training to financial professionals on how to improve the efficiency, sustainability, and profitability of their businesses. This includes the award-winning Next Level coaching program, initiatives to develop next-generation financial professionals, and an industry-leading behavioral financial advice program. Previously, he led the human resources and strategy functions at Securities America and the events planning and strategic development efforts for Ladenburg Thalmann. Kirk earned a master’s degree in industrial and organizational psychology from the University of Nebraska at Omaha (UNO) and graduated with honors from Washburn University in Topeka, Kansas. He has been an adjunct instructor for the UNO College of Business MBA program, holds the Series 7 and 24 securities licenses, and the Behavioral Financial Advice (BFA) designation, and is a certified BFA instructor.

Pamela Sams, CRPC Headshot

Pamela Sams, CRPC
President
Jackson Sams Wealth Strategies

For 19 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. She focuses on helping her clients meet their financial needs and help them work to achieve financial security and greater retirement readiness.

Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.

Throughout her financial services career, she has acquired several client service and financial planning awards. She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry. Pamela was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.

She successfully completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions.

Pamela is married, lives in Chantilly, VA and has three children. She devotes her free time to her family, her church, enjoys reading and loves to sing.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.