Financial Advisor, Lisa Clements from Kansas joins The Next 100 Days podcast to talk about marketing herself as a financial advisor to single women executives.

Graham and Kevin welcome Lisa, a financial advisor from Kansas City, to the Next 100 Days podcast. They engage in some lighthearted banter about topics like the lottery, buying slippers, and Lisa's dog before transitioning to the main discussion.

Lisa shares her journey of leaving a high-powered corporate job. She went from Silicon Valley to return to Kansas City and start her own financial advisory firm. Her focus? single women. She discusses the challenges she faced as an independent woman managing her finances. Lisa wants to provide that support to others in similar situations.

Lisa explains that she has obtained various financial certifications and accreditations. These are so she can provide comprehensive, holistic financial advice to her clients. She emphasises her desire to be a trusted "friend" to her clients. In this way, she guides them through important decisions while respecting their autonomy.

Graham and Kevin provide insights on Lisa's marketing strategy. They discuss the importance of understanding her ideal client, leveraging informational interviews to shape her approach, and exploring educational webinars and content to reach a broader audience beyond her local client base.

The discussion explores the possibility of Lisa expanding her business beyond her initial 50-client target, potentially through educational initiatives or a virtual/online presence. Kevin and Graham encourage Lisa to consider how her passion for coaching and educating could be leveraged to help more women, while maintaining the personalized service she values.

Graham and Kevin express their appreciation for Lisa's participation and provide some final thoughts, wishing her continued success in her endeavors. They also discuss upcoming guests and topics for future episodes of the podcast.

Graham Arrowsmith

Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering Answer Engine Optimisation that gets you ready to be found by LLM search.

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com