Pathfinder On Demand

Pathfinder On Demand is our home for online courses and the future home of our Pathfinder Advisor Resource Center.

Time for Takeoff

Niche Market Success for Financial Advisors

Our comprehensive guide to everything financial advisors and financial planners need to know to become the go-to advisor for their chosen niche.

With 36 topics arranged in 7 lessons, we cover everything from:

  • How to find the right niche for you
  • Why niches can feel counterintuitive and how to overcome that mental block
  • Where to go to develop your expertise within the niche
  • How to demonstrate your expertise so your clients experience it
  • What strategies to apply to market your expertise so prospective clients are drawn to you

For more information or to register, click the “Time for Takeoff!” button below.

Time for Takeoff!

Own Your Niche Market

The Fundamentals of Niche Markets for Financial Advisors and Planners

You’ve heard it from all the experts – “A niche market is the best way to find success as a financial advisor or financial planner.”

This course outlines the fundamentals for niche market success using a simple, 3-step process.

And, we’ve kept the pricing options really simple. It’s FREE!!

For more information or to register, click the “I’m Ready!” button below.

I’m Ready!