Sprints: The Niche Funnel™
The Faster Path to Authority & Attraction
I help you define your niche, clarify your message, and build a brand that does the heavy lifting quickly — so you stop chasing and start attracting.
1:1 Guidance to Nail Your Niche & Shape Your Story.
Sprints help you define your niche, clarify your message, and build a brand that does the heavy lifting quickly — so you stop chasing and start attracting.
Forget Long Programs & Overwhelming To-Do Lists.
Sprints are designed for financial advisors who want fast results with a focused approach.
Choose one or bundle all three. Each Sprint offers a tailored strategy for attracting clients. This way, you can stop wasting time and start attracting the right clients.
The Niche Funnel™ Methodology
I believe that if an advisor is going to stand out in a crowded industry it should all starts with a clear, compelling niche.
That’s why The Niche Funnel™ flips the traditional funnel on its head. Most advisors jump straight to marketing tactics—without first defining their niche or brand messaging. That’s why their efforts feel scattered and ineffective.
The Niche Funnel™ is a clear three-step process. It gives your positioning structure, your messaging discipline, and your marketing direction.
It shows you how to attract high-quality clients, not chase them.
What Is a Sprint?
A Sprint is a focused engagement within my Niche Funnel™ framework, built to close the positioning questions that keep advisors stuck. It replaces ongoing exploration with decisions you can act on.
Niche Sprint
Decide who you’re really building for.
The Niche Sprint helps clarify your primary audience — the people you can naturally and credibly speak to. You’ll stop trying to appeal to everyone and start speaking directly to the right people.
Brand Sprint
Clarify what you want to be known for.
The Brand Sprint articulates your thinking, values, and perspective so your message becomes easier to repeat, recognize, and share. A brand expression that finally feels true to you — and easier for others to describe on your behalf.
Marketing Sprint
Define how to show up with consistency.
The Marketing Sprint outlines how your thinking moves through content, conversations, and visibility efforts so your marketing holds together instead of scattering your energy. A clear, sustainable way to engage the market that fits how you work.
And the best part?
Each Sprint includes a personalized playbook that captures what was clarified, what was ruled out, and how your authority should show up going forward.
That means fewer second guesses, less rework, and a clearer way to decide what’s worth your time — whether you implement it yourself or with support.
Why This Works
Money
We focus on ways to increase capacity to onboard more ideal clients a year which increases your revenue.
Time
A better lead quality ensures you can focus on the right things for your current clients while maintaining efficiency as you onboard clients who want your brand of specialty.
Energy
A custom digital marketing plan that ensures quality over quantity in your outreach activities, while still allowing an increase in capacity.
Conversion
Receive guidance to effectively differentiate your brand, create a distinct image in the minds of your ideal clients for improved sales and a strong marketing presence.
Engagement
Deliver clear and cohesive brand messages to your clients, driving business success and building strong relationships with your audience.
Visibility
Gain visibility and your audience’s trust to remove any doubt that you’re the advisor they need and generate more leads, faster.
Insight
Get valuable insights to understand your ideal client’s needs, uncover what your niche is truly thinking and feeling and understand their desires, motivations, and behaviour.
Peace of Mind
Relax while I put together your personalized playbook with everything writers and designers need to understand you and your brand, maintain brand consistency, and achieve your marketing goals.
Flexibility
No matter whether you decide to work with my team to implement the recommendations or not, I won’t add to the bajillion things already on your plate.
How Sprints Work
Step 1: Pre-Session Assessment
A quick but powerful questionnaire to help understand your positioning, goals, and challenges.
Step 2: Strategy Session
A focused 90-minute deep-dive into your niche, messaging, or marketing (whichever Sprint you’ve selected) to ask you questions and pitch my ideas.
Step 3: Plan Creation
I build a Personalized Playbook, giving you a clear roadmap to implement.
Step 3: Debrief Meeting
A 45 minute follow-up call to refine your strategy & answer questions.
*Step 1 – 4 is repeated for each Sprint.
Then we decide if Strategic Brand Stewardship is for you.
What You Walk Away With
Comprehensive and fully custom Playbooks outlining strategic recommendations tailored to your unique business needs. Your clear way forward.
Everything writers and designers need to understand you and your brand, maintain brand consistency, and achieve your marketing goals. By the end of this experience, you’ll be armed with everything you need to take your business to the next level!
Strategic Brand Stewardship
Each Sprint delivers clarity and a customized playbook, but value comes from applying it well over time. Many advisors continue working with me to ensure their positioning and authority stay aligned as they show up and make decisions.
This is strategic guidance — reviewing key materials, pressure-testing decisions, and keeping thought leadership aligned with the strategy we defined, so authority compounds rather than drifts.
Strategic Brand Stewardship
Each Sprint delivers clarity and a customized playbook, but value comes from applying it well over time. Many advisors continue working with me to ensure their positioning and authority stay aligned as they show up and make decisions.
Inspiring Success Stories
Learn exactly how The Niche Funnel™ changed the game for financial advisors just like you in these real-life case studies!
Would you like results like this:
• A deep understanding of your ideal client?
• Crystal-clear clarity on how to stand out in the market?
• Strategies to boost sales and win over more customers?
• A plan for continued growth and improvement?
Book a call with me to see if we're a good fit!
Frequently Asked Questions
When you hire me, you’re protected by the ‘Brand Strategist Who Gives a Damn Guarantee’. All my engagements come with a guarantee simply because I care about you, your business and your success. This guarantee means I cap myself to only work with 6 advisors at a time so you’re benefiting from me at my best.
We book our sessions far enough in advance to ensure we’re both able to dedicate the time, but sometimes those real & rare emergencies happen. In the case of one of these, we’ll get back on track as soon as possible. Giving my best to advisors who need me is incredibly important to me, so out of respect for all my clients I keep to my schedule and ask that we don’t extend our original dates outside of those real & rare emergencies.
If you’re concerned about quality of clients over quantity of clients, you’ve been in the business a few years and have worked with a variety of people, let’s chat! At this point, you’ll have the experience we need to help you find your ideal clients with my signature framework, The Niche FunnelTM that can help you move forward in your business.
When you feel exhausted with your DIY efforts and are overwhelmed with all the choices out there. You don’t need to go it alone. I help advisors be seen as experts within their niche using an accelerated approach to guide advisors’ personal brands & online growth.
You may feel like you’ve tried everything, but you’re in the weeds and that makes it hard to make decisions for your business. An outside perspective is needed.
Does this sound like you?
You are in an entrepreneurial position in a small firm.
You long to really make a difference.
You want more control over your engagements.
You love money not primarily for what it can buy, but because of the freedom it affords.
You care more about doing the right thing than about making everybody love you all the time.
You believe future proofing is like mowing the lawn, it’s never quite done for good.
You’re always reaching a little bit further than your competence would suggest you should.
You’ve reached a respectable level of success but feel there’s another level that’s yours for the taking.
If so, I help financial advisors and firms like yours stop throwing spaghetti against the wall and have an expert do the analysis that’s needed to discover and attract their ideal client.
Great! But if you’re still wondering how they think and feel, you haven’t gone to the level of depth we’ll do together and that you really need to grow your book of business consistently. This work never really ends for any of us.
I work with IMOs, RIAs and MGAs a little differently, CLICK HERE to book a coffee with me to chat about a unique agreement.
Attention Financial Experts! It’s Time.
It’s time to stand out and showcase what sets you apart. I’m here to help you discover your niche, craft your messaging, and attract your ideal clients. If you’re up for some social time, let’s chat virtually and see if we’re a fit.
