Strategic specialization: Building the right practice for you

Strategic specialization is the key to an advisor’s success, even if you want to specialize in being a generalist! Through a series of interactive exercises, this presentation will help you identify your niche and create a blueprint to launch a specialization in that niche. Throughout his career, Elman has redefined his niche to take advantage of opportunities and respond to market changes. At each inflection point, Elman sought the counsel of his MDRT colleagues and utilized MDRT resources to successfully navigate the change. Now he will share what he has learned along the way.