Advisor Marketing Made Simple Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)
Sep 10, 2025
Aditi Kapadia, the founder of Wealth IQ and a solo financial advisor, joins the conversation to tackle her challenges in articulating value to high-earning clients. She explores what it means to serve globally-minded professionals and dives into how past financial systems influence their planning. The discussion covers the importance of narrowing her ideal client profile and effective marketing strategies. Aditi shares her insights on using case studies and structured experimentation to refine her services and attract the right clientele.
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Aditi's Early Ideal Client Sketch
- Aditi targets globally-minded high earners with scattered lives who need hands-on help.
- She values exploring who she enjoys working with and emphasizes the human side of planning.
Translating Cross-Border Financial Systems
- Aditi compares U.S. retirement/tax accounts to Canadian and Australian equivalents for client education.
- She enjoys translating unfamiliar US systems into terms clients already understand.
Package A One-Time Roadmap
- Position your core offering as a one-time intensive roadmap rather than an assumed ongoing retainer.
- Price and package that four-month process clearly so prospects buy the immediate outcome, then upsell ongoing services.