Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients

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Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them?

In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating high-converting websites for financial advisors.

We explore critical questions including:

► How to craft clear, compelling "above the fold" messaging that instantly communicates your niche

► Where and how to consistently reinforce your niche throughout your entire website

► Why using client language instead of industry jargon dramatically improves connection

► How to track whether your niche messaging is actually working

Taylen also shares real-world examples of effective niche websites and explains the delicate balance between SEO optimization and engaging copywriting. Whether you're just starting to define your niche or looking to better leverage an existing one, this episode provides actionable strategies to ensure your website clearly communicates who you serve.

Tune in to transform your website from generic to magnetic and start attracting more of your ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aryze Design (Taylen’s Website)
• Exponential Advisors: Financial Advice & Digital Assets for Army Veterans
• Marrone Wealth Management: Financial Advice for Psychologists & Mental Health Professionals
• Powering Your Retirement: Retirement Planning for PG&E Employees (One of the largest Gas & Electric Companies in the US)
• Building a StoryBrand by Donald Miller

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?

In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether this niche is truly viable for long-term growth.

Key questions we answer include:

► Should I continue focusing on Asian Americans or broaden my reach?

► How can I better qualify leads to stop wasting time on unproductive calls?

► What fee structure works best for price-sensitive demographics?

Even if you're not targeting Asian Americans, this episode illuminates the critical decision-making process around niching, pricing strategy, and creating clear messaging that attracts your ideal clients.

Listen in as we help Jason clarify his target market, refine his website messaging, and build a more efficient sales process that converts qualified prospects into clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• CoPlanning Financial (Jason’s Firm)
• XYPN (XY Planning Network)
• Fee Only Network
• NAPFA (National Association of Personal Financial Advisors)
• YouTube
• Typeform
• StoryBrand Framework/Book
• Root Financial (James Canole)
• Sensible Money (Dana Anspach)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth?

In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages.

Key questions we answer include:

► How do you effectively market a niche-focused book to the right audience?

► Should you invest in book promotion or focus on faster client acquisition strategies?

► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars?

Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway.

Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Equity Comp Financial Planning (Daniel’s Firm)
• LinkedIn Sales Navigator
• Silicon Slopes
• ChatGPT
• Michael Kitces Marketing Summit
• Horse’s Mouth
• “Retirement Starts Today” Podcast by Benjamin Brandt
• Books by Morgan Housel