Strong Local Recognition A Better Way Financial has been recognized as The Morning Call's Reader's Choice for Best Financial Planner in the Lehigh Valley, highlighting its strong local reputation and potential for community-based marketing and referral opportunities.
Targeted Retirement Services With over 35 years of experience focusing on retirement planning, there are significant sales opportunities in offering tailored financial products and services to clients nearing or planning for retirement seeking personalized guidance.
Mid-Sized Market Niche Operating with a team of 11 to 50 employees and revenue between 1 to 10 million dollars, the company presents a manageable account size for upselling premium financial solutions and expanding their service offerings.
Independent Fiduciary Model As independent fiduciary financial planners, the company emphasizes trust and transparency, which can be leveraged to introduce innovative financial planning tools, compliance-supported products, and new fiduciary-compliant technology solutions.
Digital Presence & Engagement Utilizing diverse technologies such as Shopify and JSON-LD for their website suggests a focus on digital channels, creating opportunities to enhance online engagement, digital marketing, and lead generation strategies tailored to tech-savvy clients.