What You'll Learn In Today's Episode:

• Consistency in content creation has been key to building authority in your niche.
• Joseph emphasizes the importance of having a clear niche to serve clients effectively.
• He transitioned clients who didn’t fit his new focus to ensure better service.
• Systems and processes in Notion have streamlined operations and onboarding.
• Mistakes are viewed as opportunities to improve systems rather than blame individuals.

In this episode of the TPR  podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketing, and the commitment to consistent content creation through his podcast. He discusses the challenges of transitioning clients, implementing efficient systems, and learning from mistakes. Joe emphasizes the significance of having a clear focus and the impact of accountability in achieving success in the financial advisory space.