Advisor Marketing Made Simple cover image

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

Advisor Marketing Made Simple

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Navigating Niche Challenges in Financial Advisory Practices

This chapter discusses the relationship between two financial advisors with distinct client focuses and their shared book of business. They examine the challenges and innovations in their marketing strategies, particularly in relation to serving Christian pre-retirees with a purpose-driven approach.

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