Advisor Marketing Made Simple

Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)

Feb 5, 2025

Phil Weiss, a financial advisor at Apprise Wealth Management, seeks to refine his marketing to better target women facing major life transitions. The discussion reveals strategies for narrowing down his niche and crafting messages that resonate with specific client pain points. They explore the significance of tailored content, the impact of leveraging podcast appearances, and the evolving role of referrals. Listeners will gain insights into enhancing their marketing effectiveness and creating materials that truly connect with their audience.

34:49

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Episode guests

Phil Weiss

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Episode notes

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Quick takeaways

Focusing marketing efforts narrowly on specific pain points faced by women in life transitions can significantly enhance engagement and effectiveness.

Leveraging podcast guest appearances as a strategic tool allows for establishing credibility and deeper connections with the ideal client base.

Deep dives

Expanding Client Outreach

The guest seeks to expand their client outreach, focusing on a target audience of women facing new beginnings, including those going through divorce, widowhood, or retirement. They currently produce weekly blog content and engage in podcast guesting to increase visibility. Despite producing quality content, the guest feels that their message is not reaching a sufficient number of potential clients, suggesting a need for better promotion and an optimized strategy. The decision to expand their marketing efforts is grounded in the belief that enhancing their audience base can significantly impact firm growth.

Intro

2min

Targeting Your Niche Market for Effective Client Engagement

2min

Strategies for Expanding Audience Reach and Content Optimization

2min

Marketing to Women in Transition

8min

Targeting Client Demographics in Marketing

18min

Refining Your Marketing Niche

4min

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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?

In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach.

Key questions we answer include:

► How specific should my niche be when targeting different demographics?

► What's the best way to leverage podcast guest appearances?

► How can I create marketing materials that truly resonate with my ideal clients?

Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels.

Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice.

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