Financial Advisor Success Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
Sep 24, 2019
Cathy Curtis, founder of Curtis Financial Planning who manages ~$60M for mainly independent single women, shares how niching and targeted online marketing attract clients via Google search. She discusses tailoring her website and intake to build trust, using minimum fees and ongoing plans, and how outsourcing and tools help a solo practice scale.
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Online Search Replaces Single Referrals
- Finding professionals online is becoming the norm as people prefer searching over single referrals.
- Online presence lets prospects vet fit before meeting, reducing mismatch risk.
Require Thorough Intake After Signup
- Require new clients to complete a thorough questionnaire and upload documents after signing.
- Use that intake to self-select motivated clients and speed planning.
Pre-Screen Prospects With Booking Tiers
- Use a short screening call and an online scheduler to pre-qualify prospects.
- Tier asset thresholds on booking pages to reduce unqualified calls and save time.