

Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
10 snips May 28, 2025
Neil Chacko, a financial advisor dedicated to guiding Christians in managing their finances through biblical principles, shares his journey to effectively market to Christian pre-retirees. He explores strategies for defining his niche while avoiding alienation of potential clients. The conversation delves into how to create tailored content, the importance of church speaking engagements, and the need for consistent messaging. Recognizing the unique financial motivations of this audience, Neil seeks to authentically connect and build relationships to enhance client engagement.
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Christian Retirees Value Legacy
- Christian retirees emphasize generosity and legacy planning tied to their faith more than general retirees.
- They may prefer faith-based investment options aligned with biblical values.
Niche-Specific Website Needed
- Create a website or landing page that clearly targets Christian retirees and reflects your niche messaging.
- Use this personalized site to connect the audience from speaking engagements directly to relevant content and calls to action.
Convert Talks to Leads with Offers
- Use giveaways like free books or tailored content to encourage audience members to provide their contact information.
- Follow up with nurturing emails and relevant offers like free analyses to convert attendees into clients over time.