Marketing Approaches for the Equity Compensation Niche

POSTED ON July 19, 2021 BY Bill Dillhoefer

This is the executive summary for an excellent article from on marketing approaches. The author, Kristen Luke describes three primary types of firm marketing strategies: Transaction, Relationship and Expertise. For the equity compensation planning niche, a combination of the “Relationship” and “Expertise” approaches would be appropriate because this niche requires substantial planning expertise within […]


Marketing More Effectively to Corporate Executives

POSTED ON October 28, 2019 BY Bill Dillhoefer

By Jill Addison You’ve chosen to focus on corporate executive clients as a niche in your financial advisory practice. Great! But here’s the biggest mistake so many advisors make: they don’t put this niche focus and specialty front and center in their marketing. Having a niche is one of the biggest keys to growing a […]