How to Get Loyal, Wealthy, Referring Clients Who Listen to Your Advice, Trust Your Judgment and Respect Your Expertise.

Rich Niche Mastermind Group program materials (above)
Enroll today.

Dear Advisor,

It's the biggest missed prospecting opportunity in America today, and I'd like to show you how to turn this favorable situation into more wealthy clients, higher production and greater profitability for your financial advisory practice.

When we surveyed 2,100+ advisors about their prospecting activities, we learned that those with a niche strategy enjoy a wide range of benefits over their generalist competitors, including:

  • better and wealthier clients
  • faster growth rates
  • higher production
  • more referrals
  • more AUM
  • easier closings
  • easier access to prospects
  • and enhanced reputation and status.

And those advisors weren't just seasoned top producers.

The group included people from a wide range of years in the business, business models, and production and asset performance.

But what really got my attention was the fact that only 1 in 5 advisors (21%) definitively said they had a niche.  

Nearly all the rest faced serious problems with their prospecting.

Thirty-seven percent said they had a niche but admitted that they had trouble effectively executing that strategy—they described their niche strategy as "unfocused or inconsistent."

Another 30% of advisors said they didn't have a niche, but would like to have one if they could learn how to do it and get some guidance and coaching in executing their strategy. Only 12% said they didn't have a niche and weren't interested in that prospecting approach.

Why We Created the Rich Niche Mastermind Group

Clearly, advisors want and need a fast, easy, hassle-free way to  develop a niche strategy.

That's why we've created the Rich Niche Mastermind Group, a  multimedia training and group coaching program to guide you through smart, effective development and execution of your niche strategy over the next year.

Here's a summary of what's included in the program:

  • Jumpstart Coaching Series: Eight-part, coaching series guides you through developing your niche strategy.
  • Rich Niche Prospecting: 271-page, how-to niche strategy manual
  • Niche Masters Interviews: five-CD set of one-hour interviews with top niche advisors
  • One-on-One Coaching: two, 30-minute phone sessions
  • Rich Niche Target Market Profiles: key data on major target markets
  • Rich Niche Toolkit: 25+ reusable electronic checklist, forms and sheets
  • Horsesmouth Membership and Rich Niche Roundtable and Help Center: private discussion board for group members
  • Niche Masters Interview Series, Vol. 2: six more one-hour interviews with top niche advisors
  • Rich Niche Mastermind Group—The Make-It-Stick, Advanced Coaching Series: four quarterly tele-seminar sessions

Once you’ve completed your first 30-days of the Rich Niche Mastermind Group program, your perception of niche markets will begin to change dramatically, as you'll have:

  • Researched and picked your first niche—one that works for you
  • Started meeting and interviewing niche prospects in the field, including key centers of influence
  • Completed your Fast-Start Marketing Plan designed to transition your existing marketing efforts into your new niche market and connect you with new wealthy prospects
  • Started building your knowledge and expertise within your chosen target market, the first step toward elevating your status within your new niche.

We're always searching for new and better ways to help advisors like you grow your business.

That's how we arrived at some stunning insights about the power of pursuing a niche prospecting strategy in your business.

In 10 years of working closely with advisors, no one here at Horsesmouth has ever seen such a wide range of comments about the benefits of a particular prospecting strategy.

Here's what we found about niche advisors:

Three Key Benefits of Prospecting With Purpose

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#1 You Enjoy Greater Financial Success

“I’ve Got a Net New Asset Explosion.”

When you pursue a niche prospecting strategy, you rack up a variety of positive financial benefits, including:

You're more likely to achieve higher production levels than generalists: When we compared those advisors who definitively said they had a niche against all other advisors, those niche advisors did much better.

At the vaunted $1 million plus level, 62% more niche advisors crossed that production level than the rest of the survey respondents. This higher success rate of niche advisors held true at the $800,000-$1 million and the $500,000-$800,000 production levels, with niche advisors out performing all other respondents by 41% and 48% respectively.

When you pursue a niche specialty, you're more likely to have greater success gathering assets. When we examined those advisors with a definitive niche versus all other advisors and looked at assets under management, again, the niche strategy performed better.

When we looked at advisors managing $150 million or more, 49% more niche advisors achieved this asset management range than the rest of the survey group. The trend held at the $100-$149 million range and the $50-$99 million range, with greater percentages of niche advisors achieving those asset gathering marks by 13% and 10% respectively.

Your niche clients are more profitable—usually, way more profitable: More than one in two niche advisors said their niche clients were between 51% -100% more profitable than their clients who were outside the niche.

Are your niche clients more profitable compared to your general clients?

Financial Benefits: How has a Niche Strategy Changed Your Business?

W
hen we asked our survey respondents to jot down a few comments about the impact they've seen on their business from taking a niche approach, here's what a few said about the financial benefits:

"I've significantly increased my pay and assets under management in 18 months."
"I've increased production, prospect pipeline, business, referrals and out of office time."
"I've got a net new asset explosion."

#2 Your Business Grows Faster, Easier With a Niche

“My Referrals Close 99% of the Time.”

When you pursue a niche strategy, it really puts more wind in your business development sails. Survey respondents indicated that their niche approach was a significant boost along several prospecting and sales activity measures, including:

You spend less effort finding good prospects when pursuing a niche: Nearly three in four niche advisors (74%) said their prospecting was easier after adopting a niche strategy.  Their pipeline of prospects was much fuller. In fact, 23% of that group said their pipeline was always filled.

Your overall client acquisition becomes easier after starting a niche strategy: Overall, 64% of niche advisors reported that the process of adding new clients was "easier" with a niche strategy. Only 7% said it was harder.

You receive more referrals:  76% of niche advisors said they saw their referral business increase significantly after they implemented their niche strategy. And the largest majority39% said their referral business rose more than 25%.

Once you decided to work in a niche, how long did it take before you produced your first niche client?

Business Growth: How has a Niche Strategy Changed Your Business?

Here's what advisors told us about the impact of their niche strategy on the mechanics of prospecting:

"I love what I'm doing now. My niche market is people I enjoy being around and I can relate to their world.  I've removed a great deal of the stress of prospecting, and substantially increased the size of my average case."
"The quality of new clients has increased dramatically... Net result is I open fewer, larger new relationships and my average relationship assets are 20 times what they were in my peak years before my niche."
"It's a small number of my clients but a majority of our gross assets (the 80-20 rule plays out well). My referrals close 99% of the time and they come willing to listen to any and all suggestions. Client events help to build on brand as they see many people they know from the same background."
"Predictable activity. Consistent referrals. And strategic positioning."
"We have more in common—it's easier to make small talk which leads to business."


#3 Your Job Is More Enjoyable and More Efficient, and Your Priorities More Clearly Defined

“I have More Time for Myself and More Fun Doing Business.”

When you couple the benefits of a smooth-sailing prospecting and sales process with the reward of greater all-around financial success, it's no surprise to learn that when you pursue a niche, you also enjoy a variety of back office and intangible benefits, including:

You derive greater job satisfaction with a niche strategy: More than three-quarters of the niche advisors said they are satisfied with their business, while generalists were nearly twice as likely as niche advisors were (43% v. 23%) to say they are dissatisfied with their business.

How satisfied are you with your business? (Niche vs. generalist)

You enjoy higher closing rates: When asked how their closing rates compared before and after implementing their niche strategy, 74% said their closing rates were higher—and almost one in two (48%) of those advisors described their post-niche closing rate as "substantially" higher.

Has working in a niche helped you close more prospects?

You experience a sharper focus: Overwhelmingly, niche advisors in our survey reported that increased focus on their business was the key, overriding benefit they enjoyed from pursuing a targeted niche market. 33% of advisors checked "more focused" when asked to rate a variety of niche prospecting benefits. That was more than double the next closest benefits of "more business" and "more enjoyable" (both at 12%).

What's the biggest benefit of a niche strategy?

Advisors say the biggest benefit of a niche strategy is increased focus. (Conversely, most advisors with "time management" issues cite lack of focus as their biggest problem.)

Intangible Benefits: How has a Niche Strategy Changed Your Business?

Whoever thought your marketing and prospecting strategy could play a role in your overall view of your business and life? Take a look at what advisors reveal are the intangible benefits of pursuing a niche strategy:

"Time management and preparation time are significantly improved from previously being a generalist."
"I'm more focused on the common problems of my niche. That means I can develop the ability to supply deep support for the particular niche."
"More focused. Less stress. Greater returns."
"I have more time for myself and more fun doing business."
"I have more time now to devote to existing clients and creative time to 'polish' the services we provide."
"Both we and our clients are happier—we're using our particular expertise and the clients we work with need what we do best."
"I have become more relaxed and have found fun and pride in doing business again."
"It has become more enjoyable. Clients have the same passions as I do."

So there you go. Powerful testimony to the fact that pursuing a niche specialty pays off handsomely.

10 Prospecting Myths and Fears That Cripple Your Earning Potential

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Given the data from our Horsesmouth Prospecting Survey, it's hard to imagine why any advisor would choose not to make niche prospecting part of his business development program. There are so many positive benefits of a niche strategy. However, based on our survey, I know there are many advisors who are afraid to try niche marketing because of misconceptions and misunderstandings about exactly what it means to pursue a niche strategy and what it could do for your existing business. So let's look at these myths and see what we can do to offer a better understanding of the common advisor concerns.

Myth #1: I Don't Want to Turn Away Good Prospects
This is a very common misunderstanding among non-niche advisors—and so patently wrong. Very few advisors actually have a book of business that is made up of 100% niche clients. You can pursue a profitable niche and still accept good clients that come to you in other ways. Many successful advisors do it all the time.

Myth #2: I Might Pick the Wrong Niche
There are literally thousands of profitable niches. While picking the wrong one is an occupational hazard—like picking a wrong stock or mutual fund—you dramatically increase your chances of picking a profitable niche when you engage in a well-considered, guided analysis of your strengths, weaknesses and the opportunities and obstacles you face in your chosen niche.

Picking the right niche, as thousands of advisors have already proven, just requires doing the right research and planning on the front end.

Myth #3: I Don't Have the Knowledge or Expertise to Offer Niche Clients
As a financial advisor, you already have a core skill set that people in your chosen niche will need.

When you pursue a niche prospecting strategy, you build on your core skill set by learning about the specific needs and issues your niche prospects face and then adapt and expand your current client solutions to serve your new audience.

Prospects are impressed when they learn you've chosen to specialize in helping them. Once you've demonstrated you know about them and their needs, your actual solutions are not very much different from what you're already doing for your general clients.

Myth #4: Focusing on a Niche Means I'll Lose My Existing Clients
Pursuing niche prospects does not in any way mean you stop giving your existing generalist clients the same types of service and solutions you've always offered. As a generalist, you have many types of clients with many types of needs. When you open up a niche strategy, you only add one more type of client and deliver the same types of services and solutions to all clients in that niche. You get huge leverage by just adding a tiny bit of additional expertise to your practice.

Myth #5: My Local Market is Too Small to Support a Niche
This is a common concern among some advisors located in rural regions. However, even the smallest markets and their surrounding areas have a wide range of niches within them. Once you know how to fully analyze opportunities in your region, this concern fades away and is replaced with "How Do I Choose the Best Niche for Me?"

Myth #6: I Can't Afford to Lose or Reduce Income While Pursuing a Niche
Niche practices grow at a faster rate than non-niche practices. So there's no need to lose or forego income while pursuing your niche prospecting strategy. By virtue of tightening your prospecting focus, you're actually increasing your closing rate and keeping your growth and income levels rising. Plus, you'll save money because you won't waste dollars on unproductive marketing activities. A good niche strategy helps you focus your marketing so you get the most prospects for your buck.

Myth #7: I'm Too Busy Running My Business to Pursue a Niche
The "overly busy advisor" is a common syndrome among advisors and a major cause of flat growth and stagnation. Pursuing a niche is the exact antidote you need to step off that "too busy treadmill" and become more strategic in how you run and grow your business.

Myth #8: Not Sure How to Balance With Other Marketing Efforts
A niche strategy gives you "prospecting with purpose." Too many advisors engage in wasteful, non-targeted, low-performing prospecting. Their appeal to their general audiences is by its very nature, general and generic. It doesn't strike a chord with prospects and therefore produces poor results.

When you begin your niche strategy, you'll begin to move time, energy and resources previously used for low performing prospecting into your new niche field, which will produce better results and be more profitable.

Myth #9: Fear That Other Advisors Have Already Penetrated Your Niche
You won't launch your niche strategy until you've completed a thorough analysis of your niche, which includes understanding your competition and the products, solutions and services they offer. In addition, with a well-defined niche, you sidestep a lot of the competition because you have a deeper knowledge of your niche's needs and more unique offerings—something that will fend off the competition.

Myth #10: I'm Too Inexperienced to Have a Niche
Many advisors wrongly believe they need a big existing book from years in the business before they can safely launch a niche strategy.

Having a focused prospecting approach—the definition of a niche strategy—pays immediate and long-term dividends to the niche advisor.

The immediate payoff comes in better, highly focused prospecting that produces results. The learning curve for understanding a niche audience, once surmounted, is leverage you use over and over again, building your credibility and expertise in front of the same types of profitable clients. The long-term payoff comes in the form of deep referrals that close at high rates and the cumulative, annuitized revenue earned on each and every new client over the years.

There's no doubt pursuing a niche strategy makes a real, measurable difference for financial advisors like you, both monetarily and in quality of life.

All our survey data makes that clear.

How to Launch a Compelling Niche Strategy in Less Than 30 Days

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Every day I hear from financial advisors of all stripes regarding their biggest business development challenges.

Hands down, getting in front of more and better prospects is the biggest challenge.

So, when I got the results of our Horsesmouth Prospecting Survey and saw the data, it all suddenly clicked.

When you set aside those advisors who've clearly got a definitive niche strategy, the total picture of the rest of the field amounts to a crisis in prospecting strategy for many advisors like you.

Simply put, there's a major gap between what advisors want for themselves and their businesses and how to get there.

Advisors want loyal, wealthy, like-minded clients who listen to their advice, trust their judgment and respect their expertise.

But they don't know how to find those types of prospects.

So I decided Horsesmouth needed to put together the best niche prospecting and marketing program ever created for financial advisors—something that works fast but also helps advisors stay focused over the long term.

I turned to Horsesmouth senior editor Wendi Webb to develop a program that can turn things around for advisors of all ages and AUM.

Wendi is a master niche marketer from way back. She has marketed to lawyers, advisors, CPAs and investors of all ages and every stripe. She's developed seminars, radio shows, and investment products for thousands of people you would want as clients.

And she's the cracker-jack editor who co-developed Horsesmouth's Business Plan Builder and runs our financial planning and investment strategy departments here at Horsesmouth.

Together, and with the assistance of the Horsesmouth editorial team and contributing experts, we pored over every aspect of what it takes for advisors like you to effectively identify a good niche, interviewed dozens of advisors, culled useful experiences from the field, and developed a plan for penetrating a niche, and then executing a strategy with confidence and mastery.

We wrote the rule book, if you will, on a niche prospecting system that any advisor can fully and easily adapt to his own business model and style, use quickly and start seeing successes early on.

It's called the:

Rich Niche Prospecting System:
How to Uncover Your Natural Target Market
and Start Capturing Wealthy Clients in 30 Days

Your Invitation to Join our Rich Niche Mastermind Group

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I'd like to invite you to be part of a select group of results-oriented  advisors (with can-do attitudes) who join our Rich Niche Mastermind Group. They all share one common goal: to develop a specialty and  expertise that will help them attract new, wealthy clients.

As a member of this exclusive mastermind group, you will go through our 30-day jumpstart program and learn how to select a niche specialty that works for you, develop an effective marketing campaign that brings you new prospects and clients, and start your elevation to expert status within your niche.

Once you've completed the 30-day program and started implementing your new niche prospecting strategy, you'll join our community of niche advisors who keep in touch through our private discussion board, special newsletter, and four quarterly, advanced teleseminar training sessions.

Here are some of the highlights of the Rich Niche Prospecting program:

Discovering Your Rich Niche: The Four Paths to Wealthy Prospects

Your success in niche prospecting depends on carving out a good target market. If you define your niche too broadly, you'll never capture clients' interests or acquire a reputation as an expert in the field. Too narrow a niche and you're working in a small pool with few prospects. Either way, the end result is poor. But when you understand the four common paths to niche market selection, you'll greatly increase your chances of carving out a good niche.

When you join our Rich Niche Mastermind Group, you'll learn:

  • The eight characteristics of a Rich Niche
  • How to find your niche through business opportunities
  • How to develop an "Opportunities Framework" and spot trends in your community
  • Where to find pools of wealth and where wealth is being created
  • How to attract and connect with people accumulating wealth
  • The five-step process for discovering hidden niches inside your book
  • Why a product niche can be an effective specialty
  • How to analyze a client's strategic value to your niche strategy
  • How to segment your client list and classify client behaviors
  • How to rank your clients by niche opportunity
  • How to scope out potential niches in your social network
  • How to develop a networking style that supports your niche strategy.

Immersing Yourself in Your Rich Niche: Scoping Your New Market's Potential

The Rich Niche Mastermind Group provides you with a system for immersing yourself in a niche from the top down, acquiring a macro view of the market, its issues, and its constituents. When you learn how and where to acquire the knowledge you need to become an expert in your target market, you'll be able to handle almost any issue your new constituents throw at you, build a foundation of actionable marketing, and understand the key trends and pain points affecting your niche. 

When you join our Rich Niche Mastermind Group, you'll learn:

  • How to brainstorm target market ideas
  • Key economic perspectives to analyze in your niche
  • How competitive pressures shape your niche strategy
  • The key roles that geography and demography play in shaping your niche strategy
  • What lifestyle and behavioral factors figure prominently in your niche of choice
  • How to find broad niches within affluent segments
  • How to interview key niche players.

Meeting Your Niche Market: Making Important Introductions and Connections

Probably the most important research you can do on any target market is to interview the leaders and participants of that niche. Sitting down with the players and informally talking about the issues and problems of that niche will provide you with important advantages as you plan how to penetrate your niche.

When you join our Rich Niche Mastermind Group, you'll learn:

  • How to find access points to your niche
  • How to quantify centers of influence within your niche
  • Where to find associations and publications specific to your niche
  • How to assess your social network and its fit with your new niche
  • How to choose clients to interview
  • How to find niche leaders to interview
  • 36 niche research questions to guide your interviews
  • How to follow-up your interviews
  • How to build a prospecting list for your niche
  • How to start when you don't have any clients in your niche.

Getting Your Niche's Attention: Creating Solutions Your Niche Members Want and Need       

Finding a niche is a start, but succeeding in that niche requires developing a strong connection with your audience. For financial advisors, that connection comes from knowing and completely understanding the target market's problems—both real and perceived—and developing a solution that alleviates their pains.

When you join our Rich Niche Mastermind Group, you'll learn to:

  • Identify issues and needs of your niche prospects and clients
  • Craft solutions for your niche prospects and clients
  • Know the pain points of your niche and test your niche solutions
  • Run a cost benefit analysis of your solution
  • Develop a six-month marketing plan
  • Develop your three-pronged marketing tactics
  • The role of the ideal client profile
  • Develop and write your positioning statement
  • Choose the right metrics for evaluating your success
  • Build a professional referral network in your niche
  • The role of "Centers of Influence" in your strategy
  • Develop a niche referral guide
  • Create a COI niche network
  • The Eight-Step COI referral strategy
  • Create a Fast Start Marketing Plan.

Building Your Reputation as a Niche Expert: Assuming Leadership in Your Niche

In order to develop a reputation with niche members and generate positive word of mouth, you need to showcase all the knowledge you've acquired and use it to solve the problems of your target market. As a niche advisor, you'll enjoy huge marketing advantages over your non-niche colleagues because you'll regularly and systematically get in front of prospects who are actually interested in what you're offering.

When you join our Rich Niche Mastermind Group, you'll learn to:

  • Develop your niche brand
  • Get published in your niche community
  • Host client education workshops in your niche
  • Solicit speaking engagements in your niche
  • Work with the media
  • Execute your five-step public relations plan
  • Create the three-list prospecting system
  • Develop formal and informal social networks
  • Host private events
  • Work community connections
  • Develop a private events game plan

Rich Niche Prospecting Jumpstart Coaching Series

Sessions are every Tuesday at 4 p.m. EST/1 p.m. PST and include:

PLEASE NOTE: All Orientation calls are live and available for replay. Sessions 2-5 are available for immediate download and listening to accommodate your schedule. Each session includes downloadable slides and audio files for complete reference. Rich Niche leaders are available to answer questions immediately in the online Help Center and by telephone and e-mail.

Four Free Gifts for Joining the Rich Niche Program

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FREE BONUS #1

One-Year Horsesmouth Membership, Plus Exclusive Access to Rich Niche Roundtable and Help Center ($189 value, included)

Help in building your niche expertise is always nearby.

As a member of the Rich Niche Mastermind Group, you never have to worry about getting help on your niche strategy because help is always nearby—even after the coaching series.

Whenever you have a question about your strategy or a comment or insight to share about your successes, you'll be able to contact the Rich Niche Mastermind Team and your fellow niche advisor colleagues through this private, moderated, electronic discussion board.

Get your questions answered fast, share insights and comments with other niche advisors, and use this exclusive discussion forum as your own sounding board as you develop and implement your niche strategy.

—Your niche strategy team is on-call to help you when help is needed.

FREE BONUS #2

One-on-One Coaching ($200 value, included)

Help deciding which niche is best for you. Complete your original niche research and then meet with Rich Niche leader Wendi Webb for a 30-minute discussion of your next steps and options as you make your final niche selection. Helps you separate the "rich niches" from the "looks good but no assets niches." Two 30-minute sessions per year.

—Keep your niche clients focused on you as the expert.

FREE BONUS #3

The Niche Masters Series, Vol. 2 ($99 value, included)

As you build or revamp your niche strategy, there's nothing that provides greater motivation and inspiration than hearing from top advisors who've already done it.

That's why we're going to send you 6 additional Niche Master interviews.

Each CD-ROM is a 45-60 minutes recording of a new Niche Masters interview—wisdom and insight from another advisor who is successfully building his business in his own, unique niche.

—Listen to their advice while you're driving in your car or working out.

FREE BONUS #4

The Rich Niche Mastermind Group – The Make-It-Stick, Advanced Coaching Sessions ($399 value, included)

We want you to stay connected and focused on your niche strategy.

Once you've completed your four-part Rich Niche Jumpstart Coaching Series and started implementing your new niche strategy, your perception of niche markets will begin to change dramatically.

You'll see niche potential in areas you've previously overlooked. You'll discover there are literally thousands of niches available to you. And you'll be enjoying new successes and facing new challenges like never before.

And we want to help you maintain your focus and harness your new energies and insights into the best results you can muster.

That's why, after you've completed your initial four-week jumpstart coaching series, we're going to invite you to participate, every 90 days, in four quarterly, interactive, advanced coaching tele-sessions to review key concepts with experts at a higher level, exchange insights, successes, and war stories with other niche advisors, address challenges and obstacles, and learn techniques you can put to immediate use in your target market.

The Rich Niche Mastermind Group is our way of helping you stay connected and focused so you can continue to implement proven strategies and avoid mistakes and time wasters.

—To borrow from Napoleon Hill, what you can conceive and believe, you can achieve.

How the Rich Niche Mastermind Group Program Works:

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When you join our Rich Niche Mastermind Group, you'll complete our five-part  program and you will receive a complete package of our program materials, including:

Rich Niche Prospecting: How to Uncover Your Natural Target Market and Start Capturing Wealthy Clients in 30 Days

($499 value, included)

This 271-page, tabbed manual is your step-by-step guide on how to build a niche strategy. It takes you through everything you need to do to discover and capture pools of wealthy clients in your chosen niche, including: The Four Paths to Discovering and Developing Your Rich Niche; Immersing Yourself in Your New Niche; Reaching and Owning Your Niche Segment; and Building Your Reputation as a Niche Expert and Getting In Front of Prospects.

—The bible of the Rich Niche Mastermind Group—Your guide to finding wealthy, loyal, referring prospects.

Rich Niche Prospecting Jumpstart Coaching Series

($299 value, included)

Get off to a fast, focused start with your new niche strategy when you go through the Rich Niche Mastermind Group's jumpstart coaching series.

This self-paced coaching series takes you through the Rich Niche Prospecting program over a 30-day period. You'll review all the program components and best practices for putting your niche strategy in place and get your questions answered.

We've designed our coaching series to be totally flexible and meet the demands of your schedules.

So, if a 30-day timeline is too tight for you, we've created both 3-months and 6-months timelines to complete the Jumpstart material. It's up to you and your schedule; you can customize whatever pace suits you.

You get unlimited access to five, 60-minute, pre-recorded seminars designed to quickly familiarize you with all the major aspects of successfully implementing your Rich Niche Prospecting strategy.

Since every session is recorded and available for downloading to your computer or MP3 player, you don't have to worry about missing any sessions: you can listen to a session recording and view the slides at your leisure and contact program leaders with any questions or comments you have.

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The Niche Masters Interviews

($99 value, included)

Get inside the heads of five top-performing niche advisors selected by the Horsesmouth editors from more than 2,100 FAs.

These five in-depth, one-hour, audio recordings reveal the insights, strategies and tactical secrets on how they've established themselves as experts. Learn how they:

  • Choose a niche
  • Develop a marketing plan
  • Anticipate and overcome obstacles
  • Allocate resources to their new niche
  • Develop compelling marketing events
  • Establish referral networks
  • Derive personal and professional benefits from their new role as an expert serving their niche clients.

(Plus, you get the complete printed transcript of each interview for easy mark-up and reference.)

—Think like a top niche advisor.

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Rich Niche Target Market Profiles

($49 value, included)

Our Rich Niche Target Market Profiles (60-page, spiral-bound report) give you quick insights on 60 major target markets. Each profile gives you an overview of that niche's characteristics and jumpstarts your niche research with these key research elements: demographics, trends, prospecting tactics, associations, conferences, publications, online resources, online search terms and Horsesmouth references.

Use these profiles as guides to launch your own niche research.

—Learn how to size up a niche market—and check under the hood.
          

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Rich Niche Prospecting Tool Kit

($99 value, included)

Horsesmouth research shows that for top advisors, pursuing a niche is an ongoing business development activity. Many top advisors have two to three niches going. Some find that switching or adding a new niche over the years provides a great new way to reinvigorate their practice and their enthusiasm for the business.

Our Rich Niche Prospecting Tool Kit gives you more than 25 powerful, simple checklists, worksheets and forms that will focus your marketing, clarify your operations, and guide you toward becoming a niche expert.  Because you'll want to use and reuse them in the future, your tool kit includes a CD-Rom of  electronic templates in their original Word or Excel format for handy reference and easy use as you execute your niche strategy.

Worksheets, checklist and forms include:

  • Niche Macro Analysis (Worksheet)
  • Evaluating the Business Opportunity (Worksheet)
  • Ranking Your Clients (Checklist)
  • Segmenting Your Clients (Spreadsheet)
  • Financial Behavior Archetypes (Table)
  • Mapping Your Social Connections (Worksheet)
  • Value Ladder Questionnaire (Worksheet)
  • The SWOT Matrix (Worksheet)
  • Niche Ideas (Worksheet)
  • Product Line Analysis (Spreadsheet)
  • Financial Needs Analysis (Spreadsheet)
  • Revenue Analysis (Spreadsheet)
  • Brainstorming Potential Niches (Worksheet)
  • COI Research Questions (Checklist)   
  • COI Interview Form (Worksheet)       
  • Niche Access (Worksheet)
  • Target Market Pain Points & Remedies (Worksheet)
  • Fast Start Marketing Plan (Worksheet)
  • Ideal Niche Client Profile (Worksheet)
  • Niche Positioning Development (Worksheet)
  • Writing Your Positioning Statement (Worksheet)
  • COI 8-Step Referral Strategy (Checklist & Worksheet)
  • Niche Credibility Strategy (Checklist & Worksheet)
  • Super Prospect Game Plan (Worksheet)
  • 70 Ways to Expand Your Social Networks (Checklist)

—A must for your business development library.

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Become a Niche Expert—Enroll Today

Join our Rich Niche Mastermind Program today and get guidance, focus, discipline and accountability for your niche strategy program throughout 2010.

Remember, when you join our Rich Niche Mastermind Program, you're enrolled in our one-year program and receive:

  • Rich Niche Prospecting: 271-page, how-to niche strategy manual
  • Rich Niche Prospecting Jumpstart Coaching Series: Eight-part series
  • Niche Masters Interview: five CD set of one-hour interviews with top niche advisors
  • Rich Niche Target Market Profiles: key data on major target markets
  • Rich Niche Toolkit: 25 reusable electronic checklist, forms and sheets
  • Rich Niche Roundtable and Help Center: private discussion board for members
  • One-on-One Coaching: Two, 30-minute phone sessions
  • Niche Masters Interview Series: six more one-hour interviews with top niche advisors
  • Rich Niche Mastermind Group—The Make-It-Stick, Advanced Coaching Series: four quarterly teleseminar sessions

This kind of attention in a one-on-one setting would cost you a king's ransom in consulting fees. I've seen advisors invest $8,000, $15,000, even $30,000 for work from top marketing consultants...

Your total investment for the Rich Niche Mastermind Program is a surprisingly low $999.

That's a huge savings compared to what you'd spend developing a niche strategy with a marketing consultant for $8,000 to $30,000 a pop.  

Imagine, for an investment of just a little more than $2 a day—really, less than you spend stopping in for a cup of coffee and a quick snack at Starbucks—you'll get an entire suite of easy-to-use and easy-to-access resources and support to grow your business, improve your prospecting and boost your annual profit for years to come.

It’s an incredible value for advisors!

But before you enroll in our program, please read our guarantee below:

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My Personal Pledge to You—100% Risk-Free, Guaranteed

If you don't have a niche strategy, or even if you do and it's not worked out well because you've been inconsistent in pursuing it, there's really no reason for you not to join our Riche Niche Mastermind Program.

Our program is totally guaranteed. You have no risk.

I’m convinced your long-term desire to build a following of wealthy, loyal, referring clients will happen with a niche strategy that gives you competence, confidence, recognition and status.

We’re pulling out all stops here at Horsesmouth to help advisors like you do just that—establish a reputation and expertise in your chosen area.

I urge you to join our program. Go through our coaching series. Participate in our Rich Niche Mastermind Program meetings. Take a full year to market and prospect your specialty.

Do all of this as your primary prospecting thrust for the next 12 months and:

If you're not enjoying any of the wide range of niche benefits after initiating your niche program, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to Horsesmouth at: Horsesmouth, 21 W. 38th St., 14th Fl., New York, NY 10018. Phone: 212-343-8760, Ext. 1.

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Make 2010 the Year You Achieve
Niche Mastery

I believe that when you join our Rich Niche Mastermind Program and participate in all our offerings, sharing your insights, challenges and successes, your experience will be like enjoying the benefits of dozens, even hundreds of mentors.

So go ahead and put mastering a good niche strategy at the top of your “to-do” list and sign-up for our Rich Niche Mastermind Program now.

For Fast, Instant Service: Call 1-888-336-6884, Ext. 1, or visit  www.horsesmouth.com/niche

Or click this link to learn more.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

Best,

Sean Bailey
Editor-in-Chief
Horsesmouth
21 West 38th Street
New York, NY 10006
888-336-6884 ext.1

P.S. Don't make the mistake of waiting: How powerful are the benefits of a niche strategy?

When we asked niche advisors if they had the chance to start their careers over, would they take the niche approach sooner than they did, at the same time, or later, 74.5% said they'd start specializing sooner. Of course, the reasons why are clear, including: higher profits, better clients, more satisfaction and enhanced status and reputation. So, learn more about our Rich Niche Program now.

 

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee

  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     


     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Prospecting With Purpose
  • 10 Prospecting Myths
  • Launch in 30 Days
  • Your Invitation
  • Four Free Gifts
  • How It Works
  • Rich Niche Prospecting
  • Niche Master Interviews
  • Target Market Profiles
  • Prospecting Tool Kit
  • Become a Niche Expert
  • Guarantee


  •  

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Questions?
    Call (888) 336-6884, Ext.1

     Take your first step toward developing your niche expertise. Enroll today.

    Rich Niche Mastermind Program:  $999


     
     100% Money-Back Guarantee Questions? Call (888) 336-6884, Ext. 1

     

     

     

     

     

     

     

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