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Ep 27: How to Discover Your Niche and Craft Your Positioning
Ep 27: How to Discover Your Niche and Craft Your Positioning
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Natalie Hales, a financial marketing expert with over a decade of experience. She specializes in helping advisors discover their niche, craft their positioning, and tell their stories to attract dream clients.
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Episode 27: How to Discover Your Niche and Craft Your Positioning
Ep 27 | Guest: Natalie Hales
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Natalie Hales, a financial marketing expert with over a decade of experience. She specializes in helping advisors discover their niche, craft their positioning, and tell their stories to attract dream clients.
Key Takeaways
- Discover Your Niche – Learn Natalie’s easy-to-follow 3-step process to build a rock-solid foundation.
- Craft Your Positioning – Develop your story to replace your traditional, boring pitch.
- Tell Your Stories – The 3 keys to successful inbound marketing for financial advisors and how to get started.
🔗 Connect with Natalie
🌐 nataliehales.com/course
🔗 LinkedIn
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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