Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works?

In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jeff faces the classic new advisor challenge: how to gain traction when you're wearing multiple hats and have limited marketing experience.

Key questions we answer include:

► How do you choose between two compelling niches (new teachers vs. those nearing retirement)?

► What website messaging changes will instantly connect with your ideal clients?

► How can you leverage other people's platforms to grow without creating endless content?

Whether you're transitioning careers into financial planning or simply trying to clarify your marketing message, this episode provides a practical roadmap for simplifying your approach and focusing your efforts where they'll have the greatest impact.

Tune in as we help Jeff create a straightforward marketing funnel that leverages his unique position as someone who perfectly embodies his ideal client.

Resources:

Join Our Newsletter
Apply Here To Be On The Show: Get Your Marketing Questions Answered
Venables Financial Solutions (Jeff’s firm)
Get the Advisor Copy Coach from Kendra: rebelmediaagency.com/copyworkshop
Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
The Fastest Path to Growth: Leverage Other People’s Audiences

Special Purpose Acquisition Vehicle (SPAC) Investment Firm Investor Mandate Interview