Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Are you struggling to clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals?

In this LIVE "Advice Line" episode, financial advisor Aditi Kapadia joins us to troubleshoot how she can better communicate her value proposition. As a new advisor targeting globally-minded professionals earning $1M+ annually, Aditi needs help defining her niche and structuring her service model to reach her revenue goals.

Key questions we answer include:

► How can I better articulate my value to prospects and clients?

► Should I structure my fees as a one-time assessment or ongoing service?

► What's the most effective way to experiment with marketing messaging?

Whether you're a new advisor or an established one refining your approach, this episode provides valuable insights on clarifying your ideal client profile, positioning your services, and selecting marketing channels that align with your natural strengths.

Listen in as we help Aditi create a framework for experimentation that will allow her to build a profitable practice serving clients she truly enjoys.

Resources:

Join Our Newsletter
Apply Here To Be On The Show: Get Your Marketing Questions Answered
Wealth IQ (Aditi’s firm)
Conscious Prosperity (Aditi’s newsletter)
Wealth IQ Blog (Financial insights from Aditi’s firm)
Aditi’s LinkedIn
Jump AI
Fathom AI Notetaker

E122: Building Successful DEI Initiatives | The Importance of Psychological Safety