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Advisor Marketing Made Simple

Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)

Mar 26, 2025
In this captivating discussion, Justin Green, founder of Assist Financial Planning and a financial advisor, seeks expert guidance on refining his marketing niche. He shares his journey of targeting various audiences, from millennials to fitness coaches, and grapples with balancing passion and profitability. Key insights include the importance of aligning messaging with specific client pain points, the benefits of focusing on online entrepreneurs, and strategies for using platforms like LinkedIn and YouTube to enhance engagement and attract ideal clients.
46:01

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Justin Green's journey illustrates the importance of identifying and refining a niche to connect with ideal clients effectively.
  • Targeting online business owners with significant revenue allows Justin to address specific pain points and enhance client relationships.

Deep dives

Justin's Niche Evolution

Justin Green, the founder of Assist Financial Planning, initially targeted millennials before shifting his focus to online health and fitness coaches. This transition came after realizing that this niche seemed promising while collaborating with a fellow advisor. Despite attracting these coaches, Justin discovered that many didn’t align as ideal clients due to affordability issues; his approach evolved to include various online business owners, such as marketing and sales coaches. Currently, his clientele consists of a mix of online business owners and high-earning young professionals in Massachusetts, placing him in a unique position of enjoying work with the former while managing the more traditional clients who offer higher, but less fulfilling, payments.

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