Cultural Financial Planning for Asian Americans

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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)