The Perfect RIA The Power of Niche With Joe Curry
Jan 22, 2026
In this discussion, Joe Curry, a financial advisor aiming to simplify retirement planning, shares his journey of success and growth. He highlights the power of niche marketing, emphasizing his focus on pre-retirees and retirees with $1-3M. Joe discusses the importance of consistent content creation through his podcast, the challenges of transitioning to ideal clients, and how he uses structured systems like Notion and Wealthbox to optimize workflows. He also reveals key lessons on pricing and accountability that can elevate a financial practice.
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Transcript
Episode notes
Commit To A Content Cadence
- Commit to content long enough to make it work by setting a regular cadence first.
- Prepare 50 episode ideas before launching to avoid blank weeks and build momentum.
Content Doubles As Skill Practice
- Treat content creation as practice that sharpens advisory skills and clarifies messaging.
- Use episodes as client resources and authority-building assets even before they bring new clients.
Sold Legacy Client Blocks
- Joe sold segments of his legacy client list to another advisor to right-size his practice.
- He felt better knowing those clients would be cared for and the transition reduced service burden.