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Advisor Growth Stories: Building for a Niche & Overcoming Fee Fear with Dan & Natalie Slagle
Manage episode 490791866 series 3546760
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Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?
In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-centered firm by staying hyper-focused on one audience: young couples and families.
After years in traditional financial institutions, Dan and Natalie made a bold move. They launched their own firm not just to build something different, but to build something that felt true to them. Along the way, they discovered the power of creating a brand that speaks directly to their ideal client, setting clear boundaries around who they serve and how they work.
They share how they tackled some of the most common challenges advisors face — like finding the confidence to raise fees, moving away from saying yes to everyone, and creating meaningful experiences where both partners feel equally seen in the financial planning process. Their journey proves that a niche isn’t limiting — it’s the key to deeper relationships, better referrals, and sustainable growth.
Now with their own podcast, Money Dates, and a thriving client base, Dan and Natalie are continuing to grow in ways that are both strategic and deeply personal.
This episode is packed with honest reflections, practical inspiration, and a clear message: you don’t need to build a firm for everyone. You need to build a firm that’s right for you — and the people you’re best positioned to serve.
Thanks for listening!
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