Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis

The Advisor Journey

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 intentional face-to-face networking—that helped her connect authentically with clients and foster referrals.

Cathy also highlights her innovative approach to leveraging AI to keep her lean practice highly efficient and client-focused, offering specific examples of how tools like ChatGPT have streamlined her workflow.

Listeners will gain actionable insights into building a long-lasting, niche-focused advisory business, the critical balance of technology and personal connection, and the importance of defining success on your own terms rather than chasing constant growth.

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ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...