Advisor Marketing Made Simple

Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)


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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 attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others?

In this LIVE "Advice Line" episode, financial advisor Neil Chacko joins us to troubleshoot his marketing strategy for targeting Christian pre-retirees. Neil has a passion for helping Christians manage their finances using biblical principles but isn't sure how to effectively reach this audience while maintaining his partnership in a more generalized practice.

Key questions we answer in this episode:

► How can I effectively market to Christian pre-retirees without alienating other potential clients?

► Should I create a separate website or modify my existing one to target my niche?

► What's the most effective way to convert church speaking engagements into client relationships?

Whether you're considering niching down or already have a specific audience in mind, this episode provides valuable insights on creating consistent messaging, building effective marketing funnels, and authentically connecting with your ideal clients.

Listen in as we help Neil transform his passion for faith-based financial planning into a clear marketing strategy that resonates with his target audience.

Resources: 

  • Join Our Newsletter
  • Apply Here To Be On The Show: Get Your Marketing Questions Answered
  • Ark Alliance Financial (Neil’s firm)
  • Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
  • Certified Kingdom Advisor (CKA)
  • Fee Only Network
  • NAPFA
  • Wealthtender
  • Inspire ETFs
  • Eventide Mutual Funds
  • Orion Advisor Solutions

...more
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Advisor Marketing Made SimpleBy Taylor Schulte and Kendra Wright

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