The Advisor Journey
The Advisor Journey
Altruist
Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis
35 minutes Posted Aug 20, 2025 at 5:00 am.
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Cathy Curtis, founder of Curtis Financial Planning, joins The Advisor Journey to unpack how she built a thriving advisory practice focused exclusively on serving single women, sustaining steady growth for over two decades. In this insightful conversation, Cathy shares the pivotal shift she made after floundering as a generalist, and how committing to a clearly defined niche accelerated her success. She breaks down practical marketing strategies—combining compelling digital branding with inten...