6. Have A Defined Target Market
“I focus my blog posts and other newsletter content on my niche: savvy women and their families, so it’s a continual reminder about what I do and who I work with. My newsletter list includes current clients and prospects, friends, family and acquaintances, as well as clients who I have done financial planning for in the past and who I hope will need my services in the future. I make sure that I don’t add anyone to my list that has not opted in.
"Almost all of my referrals from clients are for other women or women who take the lead in the family finances. I think having a niche makes it very easy for people to refer to you. There is no confusion about who you serve and what your expertise is. My Web site and marketing materials are entirely focused on women, although, in the end, I don't discriminate.”
Cathy Curtis, owner of Curtis Financial Planning LLC