Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)
Description
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply
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Are you struggling to build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads?
In this LIVE "Advice Line" episode, financial advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies.
Key questions we answer include:
► How can I segment my practice to serve different client types effectively?
► What's the optimal LinkedIn funnel structure for financial advisors?
► How do I balance firm-wide marketing when offices operate independently?
Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates.
Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects.
Resources:
- Join Our Newsletter
- Apply Here To Be On The Show: Get Your Marketing Questions Answered
- Applied Capital (Jack’s firm)
- LinkedIn Sales Navigator
- Zoom Webinars
- Kit (formerly ConvertKit)
- SignatureFD (niche segmentation example)
- Jab, Jab, Jab, Right Hook by Gary Vaynerchuk
- How One Advisor Generated 35 Leads on LinkedIn in 6 Months Without Spending a Dime on Ads by Kendra Wright
United States
