Why Organic Niching Creates Stronger Client Connections with Phil Weiss

The Finance Marketing Podcast

This week on the Finance Marketing Podcast, we explore how personal experiences can shape a meaningful financial advisory practice with Phil Weiss, founder of Apprise Wealth Management. Phil started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management, and holds credentials as a CFA charterholder, a CPA, and a Registered Life Planner (RLP®).

Phil shares the compelling story behind his niche of serving "women facing new beginnings," which developed organically from his own personal experiences, particularly witnessing his mother's financial struggles. Our conversation explores how finding a niche that aligns with your personal values and experiences creates more authentic client relationships and marketing opportunities.

Key Points:

• The importance of letting your niche find you rather than forcing a specialization
• How becoming a Registered Life Planner transformed Phil's approach to client relationships
• The power of sharing personal stories in your marketing to create deeper connections
• Practical tips for creating consistent content that reflects your authentic voice
• Building strategic partnerships and referral relationships that align with your niche

Connect with Phil:

• Website: Apprise Wealth Management
• LinkedIn: Philip H. Weiss, CFA, CPA, RLP®
• Instagram: @phweiss11
• Facebook: Apprise Wealth Management

Related Episodes:

• On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales
• Making the Journey from General Advisor to Expert Thought Leader with Jack Wang

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