06/03/2026
Financial advisors generally understand they *should* niche down.
So, what do they do?
They niche down to “pre-retirees and retirees” and “small business owners.”
Uhm… yeah, you’ve described pretty much everyone.
That’s not really defining a niche. Sure, it’s a niche—inasmuch as everyone fits into each of those categories.
Joe of Refined Wealth is a great example of properly niching down: “Wealth Management for Oil & Gas Professionals.”
His site reflects it:
✔️ It identifies exactly where his clients work
✔️ It asks questions that actually apply to them
✔️ It captures the look and feel of the industry through imagery and branding
Ultimately, everything lines up.
A website fully built around Oil & Gas Professionals—that’s the difference.
When your niche is defined, your website doesn’t have to explain itself—people land on it and immediately think:
“This is for me.”
That’s what drives better conversations.
And what drives better clients.