Joe Curry

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.