This week is a talent partnership special with St James's Place
Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces?
Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs.
Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content.
She shares her experience and expertise in financial abuse, narcissism, and conflict-free divorce practices, shedding light on the complex dynamics of high-net-worth divorces.
Discover how Dan Priestley's coaching transformed Ceri's approach to business, helping her identify and target the specific needs of her clients. Ceri talks about the unique challenges women face divorcing wealthy and powerful men, and her mission to eliminate financial vulnerability and empower women to become money savvy.
The discussion highlights the importance of finding a target market that aligns with one's personal and professional goals and the role of impactful content in articulating a clear vision.
Learn the nuances of navigating financial advisory relationships, especially in cases involving narcissism and financial abuse, and the supportive role advisors can play in these difficult times.
Ceri also delves into her innovative approach to business development, moving away from traditional networking to building a strong online presence through LinkedIn and other social channels.
She shares insights on creating meaningful connections with like-minded professionals and the value of being "Googleable" through strategic content such as podcasts and blogs.
This episode is a must-listen for anyone in financial planning considering niching down, as it is packed with actionable advice on specialization, client relationships, and building a business that not only thrives but also makes a significant difference in the lives of its clients.
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#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast
0:00 Niche Financial Planning for Divorcing Women
6:32 Impact of Dan Priestley's Coaching
17:36 Specialism and Impact in Financial Planning
27:05 Building Business Through Content Creation
35:10 Utilizing LinkedIn for Business Networking
42:32 Niche Specialization and Networking Success
51:51 Understanding Narcissism and Financial Abuse
56:56 Financial Advisor Relationship Dynamics
1:09:19 The Entrepreneurial Side of Financial Advising