*cue the confetti*

Your Niche Navigator score is 75%

You’re at the bottom of the Niche funnel and should focus on…


Create content that engages and converts your target audience

Natalie Hales Advisor Marketing

“If people like you they will listen to you, but if they trust you, they’ll do business with you.”

– Zig Ziglar

You’re at the bottom of the Niche Funnel: What this means

You’re always showing your clients how to make smart long-term investments. But you struggle when it comes to investing in a long-term strategy for your business.

Right now…

you don’t show up online consistently or think of yourself as a content creator. You struggle to come up with ideas.

Your marketing tactics...

Occasionally, you’ll like someone else’s post or comment. And that’s great, commenting and making connections are key. But posting yourself? It falls to the bottom of your to-do list.

You might be creating content, but…

many potential clients can’t find you or don’t even realize they’re missing out on your expertise.

If you skip niching and positioning and jump straight into content creation, here’s what could happen

Your struggles:

Discomfort with putting yourself out there.

Not understanding how to make sure your posts and marketing are compliant.

Lack of systems to help you scale your content creation efforts.

Your audience wants:

To read comments that add value.

To know they can trust you.

To see and hear from you on a regular basis.

How will content creation help me be seen?

Many advisors have the wrong idea about content marketing. And this is unfortunate, because if you do it right, content can help you strategically and quickly grow your book of business.

For starters, creating content isn’t about posting and making videos, 5-6 times a week.

It’s about intentionally being seen so you can grow relationships. It’s reaching out to people with value-driven messages, making comments that add value, and having a system for searching and finding people to connect with.

It’s about finding the right strategy for you. This means you’re building stories that your audience will relate to, getting out there in a way that’s authentic, and figuring out what rhythm this content creation will have in your life.

A content strategy is a powerful tool that will pay dividends. Because at the end of the day, communicating your expertise is an investment in your business. One that can have a significant impact on the growth of your business.

Authentic Connections
+ Authentic Comments
+ Authentic Posts
= A sure route to gain authority.

You’re great at building relationships one-on-one.

If you could take that and scale it, wouldn’t you want to?

Your Action Step

How can you grow my book of business with a content strategy?

Develop opinions to stand behind.

If you’re putting yourself and your business online, but not seeing the results you want, it’s likely that you’re not effectively communicating your unique perspective and core principles.

We all have opinions and beliefs that align with our core values, and sharing them can be a powerful tool in attracting the right clients and building trust.

Now, we don’t want this to come off as forced. But this is a big part of how you’ll become a magnet for the type of clients you desire.

Instead of simply telling your audience your approach, try to show it through your opinions. Speak with conviction and confidence, but without being too over the top or forced.

Use the templates below to develop three or four strong opinions of your own:

  • (Blank) over (blank) every time
  • (Blank) is better than (blank)
  • (Blank) is 10x more valuable than (blank)
  • You’ll fail without (blank)
  • (Blank) is the missing piece in (blank)
  • (Blank) is the secret to achieving (blank)
  • (Blank) is the only way to (blank)

Here’s mine:

  • Progress over perfection every time
  • Any action is better than no action
  • Being wrong is 10x more valuable than never trying

Some should pop in your brain naturally. These are your values and principles. By sharing them, you’ll be able to communicate effectively and attract the right clients.

Once you know where to invest your time…then you need to know how to plan and execute content in a way that resonates with your ideal client and helps grow your business.

The 1:1 advising program can help you fast-track that process.

Hi, I'm Natalie!

I’m a brand strategist for financial advisors who want to grow online. My work turns advisors into authorities.

I have more than 10 years’ experience in financial marketing, working for companies such as Canada Life, one of the largest and most reputable insurance and advice companies in Canada. During my time there, I honed my content strategy skills and helped our clients achieve significant growth.

With my signature framework, the Niche FunnelTM, I can help you become known as the go-to expert for your audience.

What happens next?

Check your inbox for an email from yours truly. In the meantime, you’re welcome to connect with me on LinkedIn. I know you’re going to grow in leaps and bounds with a strong niche and it makes me incredibly proud to be a part of your journey.
Natalie Hales Signature
Natalie Hales smiling on a couch

Reinvent the way you show up online, with all the hard work done for you.

Get my financial marketing expertise to build a custom content strategy and step-by-step plan for your marketing. With my 1:1 advising program and done-for-you service, The Winning Strategy, I’ll help you effortlessly grow your online presence, become an authority and generate the RIGHT leads.