The Efficient Advisor: Tactical Business Advice for Financial Planners
019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation.
Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise.
In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:
1️⃣ Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)
2️⃣ How these partnerships have converted into referral after referral after referral
3️⃣ How she approached her niche marketing and what worked and what didn’t work
4️⃣ What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” business
And of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice.
Book Libby Mentioned: Blue Ocean Strategy
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Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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