Course: The Power of Niche

Struggling to reach your ideal clients and grow your business?

Get ready to unleash your marketing prowess with my kick-ass step-by-step process, The Power of Niche, loaded with bite-sized videos, expert templates, and swipe files that will turn you and your team into a marketing machine.

Struggling to reach your ideal clients and grow your business?

Natalie Hales with a cup of coffee

Get ready to unleash your marketing prowess with my kick-ass step-by-step process, The Power of Niche, loaded with bite-sized videos, expert templates, and swipe files that will turn you and your team into a marketing machine.

Cell phone sitting on book titled Finding the Right Message

Discover Your Ideal Client with
The Power of Niche

You want to grow your business easier. This online course is designed to help you discover who you can best serve and how you can do that in the most impactful way. The step-by-step process guides you in carving out your niche, the fastest way to grow a book of engaged clients who trust your expertise and are open to your suggestions.

By knowing exactly who you’re talking to, you can stop spreading yourself thin and create a brand that is remembered by your ideal clients. It’s a shortcut that will help you get and keep clients.

Why Niche?

Position Yourself as the Go-To Authority in Your Field.

Choosing a niche is the ultimate power move to position yourself as THE go-to authority in your field for a specific audience. This sets you apart from the rest and attracts clients who truly value your expertise, not just any run-of-the-mill financial planner. Advisors see a shorter sales cycle and have the leverage to charge higher fees.

Don’t just take my word for it – the stats don’t lie. CEG Worldwide’s research found that a whopping 70% of top financial advisors who rake in $1 million or more annually have a specialized niche. That’s some serious evidence that you need to get on board with this!

Niche Advisors Have an Edge.

Only 15% of US advisors have a niche, but those advisors hold 29% of the assets held by ALL advisors according to Cerulli – that’s wild! 

When you become an unforgettable trusted authority, amazing outcomes follow. Engage in meaningful work with clients you truly connect with. Build a powerful thought leadership platform to share your expertise. Enjoy shorter sales cycles, higher fees, and the flexibility to grow your business on your terms. Make a real impact and form relationships that change lives for the better.

The Power of Niche Benefits

Increased Client Referrals

By narrowing your focus and serving a specific niche, you’re more likely to attract clients who are a good fit for your services. These clients are more likely to refer their friends and family to you, resulting in more high-quality referrals.

Improved Marketing Efficiency

When you have a clear understanding of your niche and ideal client, you can tailor your marketing efforts to reach them more effectively. This can result in higher conversion rates and a lower cost per lead.

Better Client

When you focus on a specific niche, you can develop a deeper understanding of their needs and challenges. This allows you to provide more targeted advice and services, resulting in better outcomes for your clients.

Increased Job Satisfaction

Working with clients who share your values and are a good fit for your services can be incredibly fulfilling. By focusing on a niche, you can build a business that aligns with your passions and values, resulting in increased job satisfaction.


By specializing in a niche, you can differentiate yourself from other financial advisors. This can help you stand out in a crowded market and attract clients who are looking for a specialist rather than a generalist.

Greater Revenue Potential

By focusing on a niche and developing a reputation as an expert in that area, you may be able to charge higher fees for your services. This can result in increased revenue and profitability for your business.

Find and target a profitable market niche so you can stand out from the crowd. Use the exact process I used to discover my most aligned clients and attract paying clients immediately!

Because it's time to:

Build a book of clients who already see your value and want your help instead of clients who resist your advice every step of the way.

Spend more time doing what you love with people who are aligned with your values and less time hiding from clients you want to avoid.

Get more choosy about who you work with (hello, high demand!).

The Power of Niche

By the end of this course, you’ll be able to position yourself as THE financial authority to your ideal clients.

Your Market Niche: Psychology & Strategy That Attracts Your Ideal Client

  • The proven psychology behind why niching down works for financial advisors.
  • How to apply my easy- to- follow 3- step process to build a rock-solid foundation.
  • Swipe my checklist to make sure this market niche will work for you.

Understanding Your Client: Your Key to Better Messaging for Higher Sales

  • How to create your ideal client persona so explaining your value and outsourcing is easy!
  • Apply these steps to empathize with and get into your ideal client’s mindset.
  • When to use this profile to generate higher sales.

Your Irresistible Offer: Become the Obvious Choice in Your Niche

  • How to conduct market research and figure out what your niche actually wants.
  • Finding profitable markets that you can speak to.
  • Creating a solution that makes you the obvious choice.

PLUS these great bonuses!

Market Research Survey

An almost done for you survey template that you can tweak, set up, and send.

Top Niches Cheat Sheet

Learn the top ten highly profitable affluent niches for financial advisors.

The Social Media Playbook

Your guide to personalized and relevant prospecting with your personal brand.

The Client Testimonials Magnet

Use this template again and again to gather meaningful compliance-friendly testimonials.

The Ultimate Marketing Tech Stack

10 tools to help you further understand their ideal client and grow your online presence.

Lead Magnet Guide

The answer to “Now I know my niche, how do I get them on my email list”?

The Power of Niche Course PLUS bonuses for only

$279 USD

Create a Life and Business You'll Love

With these grab & go resources, you’ll finally figure out your niche and topic. Instead of spreading yourself thin, you’ll focus on selling to a smaller group of people who are already interested in what you’ve got to offer. 

And the best part? You (or your team) can work through these short videos and workbooks in your own time, at your own pace.

Are you ready to take your business to the next level?

Sign up to be notified when the course launches July 9th, 2024!

Natalie Hales wearing a white shirt and jeans leaning on a chair and smiling

Stop chasing clients and start attracting them with the power of strategic expertise and a personal brand.

Subscribe now to receive exclusive insights, valuable tips, and proven strategies delivered directly to your inbox. Join our community of new and transitioning advisors who are taking their businesses to the next level.