The Efficient Advisor: Tactical Business Advice for Financial Planners

019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)


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I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation. 

Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner  in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise. 

In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:

1️⃣  Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)

2️⃣  How these partnerships have converted into referral after referral after referral

3️⃣  How she approached her niche marketing and what worked and what didn’t work

4️⃣  What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” business

And of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice.

Book Libby Mentioned:
Blue Ocean Strategy

-----------------------------------

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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