Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)

Advisor Marketing Made Simple

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 grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups?

In this LIVE "Advice Line" episode, financial advisor Frank Rekas joins us to troubleshoot his marketing strategy. After 30 years in the industry and recently joining an independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche of attorneys.

Key questions we answer include:

► How can I effectively narrow my niche to attract the right clients?

► What changes should I make to my LinkedIn profile and website to speak directly to my niche?

► How do I create a compelling offer that converts prospects into clients?

Whether you're targeting attorneys or another professional niche, this episode illuminates the power of laser-focused marketing.

You'll learn how to align your messaging across platforms, optimize your LinkedIn strategy, and create a clear path for your ideal clients to work with you.

Tune in as we help Frank build a simplified marketing funnel that cuts unnecessary activities while increasing potential revenue.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Palm Wealth Partners (Frank’s firm)
• LinkedIn Sales Navigator ( targeted sales outreach)
• Upwork (freelance hiring platform)
• ChatGPT (AI tool)