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

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Are you struggling to attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need.

In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services.

We dive deep into:

► How can she better qualify prospects before they book time on her calendar?

► Should she maintain both divorce and widow niches, or focus on one?

► How can she structure her services to create a natural client journey from mid-divorce to post-divorce?

Even if you don't work with divorcees, this episode illuminates how to refine your messaging, pricing, and COI relationships to attract more qualified prospects. Learn how to position yourself as the solution to a specific, high-value problem rather than trying to help everyone.

Tune in as we help Rachael create a more profitable, less chaotic business by focusing on turning divorce settlements into sustainable income for her ideal clients.

Resources:

Join Our Newsletter
Apply Here To Be On The Show: Get Your Marketing Questions Answered
True Worth Financial Planning (Rachael’s Firm)
Find a Certified Divorce Financial Analyst (CDFA)
Typeform (for conditional-logic intake forms)
Calendly (for scheduling calls)
John Mason (advisor/sales process reference)
Listen: Building a Structured COI Referral System That Actually Works (Tiffany Charles)
Define Financial (example of a “free assessment” funnel)

Donna L. Bean

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