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The truth? You're only a trusted advisor to the clients who already know you. You'll need to become a trusted authority to take your business to the next level. Becoming an unforgettable, trusted authority in your niche leads to some pretty amazing outcomes: ✔ Interesting, important work with your ideal clients ✔ Shorter sales cycles, higher fees, and brand growth ✔ A thought leadership platform to share your point of view ✔ More referrals and meaningful relationships that change lives But here’s the challenge: people don’t know you exist. It was only when both my parents became disabled, and I faced inheriting a rare disease that I discovered the true impact advisors can have. Good news is I'm fine and it inspired me to help advisors discover their true value and reach the right people. If you are a financial advisor or you lead a firm and you are… ❌ Serving whoever will fog a mirror ❌ Sick of begging for referrals ❌ Tired of chasing prospects I have the solution that’ll put an end to your problems, once and for all. It’s called “The Niche Funnel™”. You might be thinking, "But Natalie, doesn't this limit my potential clients?" Not at all! Niching is about who you market to, not who you work with. ✅ The smaller and more well-defined your niche is, the stronger your positioning will be. ✅ By focusing on a specific group of people, you can tailor your messaging to their needs, making you the go-to advisor for those individuals. ✅ This sets you apart from the rest and attracts clients who truly value your expertise, not just any run-of-the-mill financial planner. ✅ Interestingly, 70% of top financial advisors who rake in $1 million or more annually have a specialized niche. As a specialist in this area, with over 13 years of experience in advisor marketing for companies like Canada Life, one of Canada's largest and most reputable insurance and advice companies, I have successfully helped hundreds of financial advisors attract their ideal clients and increase their revenue. This work is deeply personal to me. I help extraordinary financial advisors with underwhelming brands focus their business & messages to make their niche feel seen, heard, and understood. I’ve combined my expertise and experiences into a powerful approach: Turning Advisors, into AUTHORITIES. It’s long overdue that financial advisors finally create extraordinary brands to match their extraordinary expertise. Let’s stop chasing leads. Let's start attracting dream clients. DM me the word 'BRAND' and we'll start with a coffee.
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