With that in mind, here are 3 Ds to clarify your niche: Determine, Describe, and Discover:
- Determine the demographics of the type of client that would support YOUR financial goals. How would you describe that group? The more focused your market, the easier it will be for you to establish yourself as a credible expert amongst that group. Are they business professionals? Bay Area surgeons? Affluent families? High tech companies? Entrepreneurs or start ups? Or even more narrow such as employees of a specific company like Google, for instance?
- Describe the top 3 characteristics of your ideal client whether it is their net worth, their profession or the geographic region where they are located.
- Discover what their life looks like. What is their net worth? Where do they live? If they work, which industry are they in? What is the value of the car that they drive? What types of vacations do they take? Do they contribute to a particular charity or support their alma mater? Think about those people, that one ideal client.