Wall of love for The Power of Niche course

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Greg Keith, CFP, RWM

Decision Guide for Retirement, Next Chapters and Layoffs. Helping professionals navigate major financial transitions. Turning scattered accounts in to one clear plan.

Pretty sure I know one of those advisors 🤔 Working with you changed the game for me. Defining a. Niche, staying on message and being consistent helped me 2x my business over the last 10 months.
Pretty sure I know one of those advisors 🤔 Working with you changed the game for me. Defining a. Niche, staying on message and being consistent helped me 2x my business over the last 10 months.

Greg Keith, CFP, RWM

Decision Guide for Retirement, Next Chapters and Layoffs. Helping professionals navigate major financial transitions. Turning scattered accounts in to one clear plan.

Yesterday, I fired my branding coach, Natalie Hales. I’ve been working with her for almost a year. She pushed me to get clear on who I actually serve and to focus on where I do my best work. Executives and professionals in their 50s and 60s preparing for retirement. They often have scattered accounts and just want to make sense of how to turn them into a consistent paycheque in retirement. Natalie brought so much clarity to my business. I stopped working with clients outside my niche. Instead, I introduced them to team members who were better suited to help them. Saying no for the first time was uncomfortable. She helped me build a marketing and branding strategy that kept me on message and made me better at serving the people I serve best. The transformation in my business has been unbelievable. Over the last 10 months, 89 people reached out on LinkedIn asking for retirement planning help. This still surprises me because I don’t do any active outreach aside from sending connection requests. I simply show up on LinkedIn, share what I know about retirement planning for Atlantic Canadians, try to add value, and follow the plan we built together. Of those 89 people who reached out, I met with 36. And 25 became clients over the last 10 months. I hit every goal we set 10 months ago. Every single one. My business has had more growth in the last 10 months than it’s had in the last 10 years. So naturally, I fired Natalie. The system she helped me design is working so well that I don’t want to change anything. Right now, there’s nothing to fix. Nothing to add. Just room to let it breathe and keep doing what’s clearly working. Natalie’s the real deal. She taught me more this year than I ever expected. I’ll definitely work with her again when it’s time for the next project. When that time comes, she’ll be my first call. For now, I’m going to take some time to reflect and figure out what that next project will be. Something that continues to add value to Atlantic Canadians who need clarity with their retirement planning. Maybe a YouTube channel, a podcast, a blog or live seminars. We’ll see. Thank you so much, Natalie. 🙏
Yesterday, I fired my branding coach, Natalie Hales. I’ve been working with her for almost a year. She pushed me to get clear on who I actually serve and to focus on where I do my best work. Executives and professionals in their 50s and 60s preparing for retirement. They often have scattered accounts and just want to make sense of how to turn them into a consistent paycheque in retirement. Natalie brought so much clarity to my business. I stopped working with clients outside my niche. Instead, I introduced them to team members who were better suited to help them. Saying no for the first time was uncomfortable. She helped me build a marketing and branding strategy that kept me on message and made me better at serving the people I serve best. The transformation in my business has been unbelievable. Over the last 10 months, 89 people reached out on LinkedIn asking for retirement planning help. This still surprises me because I don’t do any active outreach aside from sending connection requests. I simply show up on LinkedIn, share what I know about retirement planning for Atlantic Canadians, try to add value, and follow the plan we built together. Of those 89 people who reached out, I met with 36. And 25 became clients over the last 10 months. I hit every goal we set 10 months ago. Every single one. My business has had more growth in the last 10 months than it’s had in the last 10 years. So naturally, I fired Natalie. The system she helped me design is working so well that I don’t want to change anything. Right now, there’s nothing to fix. Nothing to add. Just room to let it breathe and keep doing what’s clearly working. Natalie’s the real deal. She taught me more this year than I ever expected. I’ll definitely work with her again when it’s time for the next project. When that time comes, she’ll be my first call. For now, I’m going to take some time to reflect and figure out what that next project will be. Something that continues to add value to Atlantic Canadians who need clarity with their retirement planning. Maybe a YouTube channel, a podcast, a blog or live seminars. We’ll see. Thank you so much, Natalie. 🙏

CJ Smith, CFP®, CDFA®

Wealth Advisor for Aviation Families | Planning That Holds Up Under Pressure | Private Pilot 🛩️ | Avid Motorcyclist 🏍️

Clarity! And you are amazing at bringing it out in your clients!

Frank Rekas, CPFA

The Tax Whisperer for Law Firm Owners | Stop Tipping Uncle Sam | Protect Your Assets | Grow Wealth with a Purpose| Hockey, Baseball and Chicago lover!| ProVisor member

đź“Ś If you're a financial advisor and worried about niching, talk to Natalie Hales. You'll get clear on why it can work, and why it will help you stand out.
đź“Ś If you're a financial advisor and worried about niching, talk to Natalie Hales. You'll get clear on why it can work, and why it will help you stand out.

Frank Rekas

CFP

Anyone needing help with niche marketing, Natalie is your gal. Can't say enough about how she's helped me.
Anyone needing help with niche marketing, Natalie is your gal. Can't say enough about how she's helped me.

Adam Malcolm

Empowering business leaders to align their wealth with meaningful philanthropy, creating lasting impact, personal legacies and new philanthropists now

Thank you for your guidance on this work Natalie Hales!

Frank Rekas
Delving into the course confirmed that the niche that I've chosen is the one for me, especially since it came to me organically. I've learned and identified that I can find commonality with those in my niche, use language they use, and be able to relate to them on their terms. By being a specialist in your niche, and applying your focus on it, it's natural that you're the person to solve the problems that they're having. If you continually show up, and focus on their hot buttons, you'll be the one they reach out to. One of the real benefits is the clear cut exercises that you work on and the ideas on how to explore your niche so that you can clearly define who you want to work with, how to work with them, and how your methods can get the results they're looking for. I've done personal work with Natalie, and took this course on top of our work together to be able to really dig deep, understand and sharpen my efforts for my niche market. If you are struggling with a niche, or what to pick and how to approach them, this is definitely the course for you.
Delving into the course confirmed that the niche that I've chosen is the one for me, especially since it came to me organically. I've learned and identified that I can find commonality with those in my niche, use language they use, and be able to relate to them on their terms. By being a specialist in your niche, and applying your focus on it, it's natural that you're the person to solve the problems that they're having. If you continually show up, and focus on their hot buttons, you'll be the one they reach out to. One of the real benefits is the clear cut exercises that you work on and the ideas on how to explore your niche so that you can clearly define who you want to work with, how to work with them, and how your methods can get the results they're looking for. I've done personal work with Natalie, and took this course on top of our work together to be able to really dig deep, understand and sharpen my efforts for my niche market. If you are struggling with a niche, or what to pick and how to approach them, this is definitely the course for you.

Frank Rekas View Frank Rekas’ profile

The busy attorney's financial advisor | Putting your money where it matters most, so you can reduce your taxes right now. Stop tipping Uncle Sam!

If you’re struggling with niching, Natalie Hales is who you want to work with. I fully endorse her methods.

Derrick Kinney View Derrick Kinney’s profile

Crowd-favorite speaker for top financial advisors🔥Specializes in building simple 7-8 figure businesses so you enjoy more meaning and money in your life🚀And a common sense TV money guy. Check out: SuccessforAdvisors.com

This is so good👏 The way you break this down is critical for all financial advisors. It’s so overlooked, but it’s vital to all of our success🔥👏
This is so good👏 The way you break this down is critical for all financial advisors. It’s so overlooked, but it’s vital to all of our success🔥👏

Adam Malcolm - BA Hons, QAFP, MFA-P, RRC, RIS View Adam Malcolm - BA Hons, QAFP, MFA-P, RRC, RIS’ profile

Empowering business leaders to align their wealth with meaningful philanthropy, creating lasting impact, personal legacies and new philanthropists now

Thank you for all of your hard work helping me explore and define this niche Natalie Hales. I'm an expert in wealth management and philanthropic planning... not marketing after all!
Thank you for all of your hard work helping me explore and define this niche Natalie Hales. I'm an expert in wealth management and philanthropic planning... not marketing after all!

Roy Sherman, CFA, CFP® View Roy Sherman, CFA, CFP®’s profile

I help Rising Star REALTORs grow and protect their wealth.

Overcoming the idea of turning away clients seems like the biggest hurdle. Once I did that, it really became easier to get the right clients.
Overcoming the idea of turning away clients seems like the biggest hurdle. Once I did that, it really became easier to get the right clients.

Dan Manning View Dan Manning’s profile

Storytelling for Underestimated Founders | Startup Founder Mentor with Techstars & gener8tor

You get right what most people get wrong. The most important niche to occupy is in your customer's mind. If you come to mind at the time they need you the most, you've built a powerful niche. Thanks for adding to my thinking today!
You get right what most people get wrong. The most important niche to occupy is in your customer's mind. If you come to mind at the time they need you the most, you've built a powerful niche. Thanks for adding to my thinking today!

James E. Mayer, Jr., CRPS, C(k)P View James E. Mayer, Jr., CRPS, C(k)P’s profile

We Help YOU Retire with Confidence! | Executive Director, Branch Manager at Huffman Mayer Wealth Management Group of Wells Fargo Advisors

Love the simple process Natalie Hales

Brian Case, Certified Financial Planner® View Brian Case, Certified Financial Planner®’s profile

20+ years: Physician-husband | Father of 3 Boys | Wealth Management/RIA Founder | Physician Wellbeing Advocate | 8/6/2 Businesses Started/Sold/Closed

I love the way you think and write about niches. Thanks for sharing!

Billy Zerillo View Billy Zerillo’s profile

Helping women navigate life transitions, set meaningful goals, and align their financial decisions with their values

Being able to speak to one person rather than trying to figure out everyone has been a game-changer
Being able to speak to one person rather than trying to figure out everyone has been a game-changer

Mando Sallavanti III, CFP®, CEPA View Mando Sallavanti III, CFP®, CEPA’s profile

Wealth is more than money. I will show you how. | Financial Planning for SaaS Founders & Professionals as well as Solopreneurs

Any advisor looking to ramp things up, Natalie is your girl!!!