Is there a right time to specialize?

by | Sep 4, 2024 | Blog

Sep 01 2024 / Round the Table Magazine

Author: Mike Beirne

Should advisors seek to specialize in a target market, or should they focus first on building their roster of cases and clients to find the road to success? MDRT members participating in a Target Marketing Task Force discussed whether there is a right time to find a niche.

 Participants:

  • Saad Anthony Baksh, BSc, 16-year MDRT member from Marabella, Trinidad and Tobago
  • Herman Colin, LUTCF, CLI, 17-year MDRT member from State of Mexico, Mexico
  • Howard Allen Hopkinson II, FSS, FSCP, nine-year MDRT member from Henderson, Nevada, USA
  • Paula Cherie Jones, five-year MDRT member from Christchurch, New Zealand
  • Ann Baker Ronn, CLU, ChFC, 26-year MDRT member from Houston, Texas, USA
  • Micheline Varas, RHU, 23-year MDRT member from Vancouver, British Columbia, Canada