Geraldine Carter - Finding Your Niche: Tackling Objections and Getting Traction
Longtime friend-of-the-show and “three-peat” guest Geraldine Carter returns to go deep on the trials, tribulations, and benefits of niching down on a target market.
Talking Points
- Going all in and telling everyone where you’re headed is key to getting traction
- If starting from scratch, think about what gets you excited and what kind of work you enjoy doing
- Don’t be afraid to be transparent with existing clients when transitioning to a new niche
- Managing cash flow is crucial during the transition period
- Not getting traction feels uncomfortable but should be serially solved, while not fitting into a niche is a feeling of discomfort that doesn’t go away
- Niching down has many advantages, including having your own set of people and having more control over your calendar
- ACFA can sell certain kinds of financial advisory products and services, but it’s more common for certified financial planners and financial advisors
Quotable Quotes
- 04:27 “They know down deep inside where they wanna be, but they just haven’t given themselves time and space or permission to let that idea surface as a possible business model.”
- 21:50 “Once you dive into your niche, you realize just how much there is to learn.”
- 24:01 “It’s almost like a process of elimination where they need to know what wrong feels like in order to know what Right feels like.”
- 26:32 “Who do you like working with? What gets you excited? What are the things that you think about when you can’t help thinking about them?”
- 31:49 “It’s not the curfuffle that you imagine it’s going to be in your mind.”
- 35:19 “There are a lot of pieces, there are a lot of moving parts, and it includes you having a good product, you talking about that product, but also not just talking, but speaking compellingly about the product.”
- 41:15 “CPAs do have it easy in a way, and it’s fair that they are in a profession that is in some ways legally required to purchase the service of.”
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Have you ever thought about starting a podcast but gave up because it seemed too hard?
I’ve got good news for you:
If you can run a Zoom call, you can host a podcast.
In my 5-Day Podcast Challenge, you will learn exactly what to do (and, more importantly, NOT do) to get your podcast off the ground in as little as five days.
Stop thinking and start doing. You could be inviting guests to your new show in less than two weeks.
ENROLL IN 5DPC NOW »
I hope to see (and hear) you there!
Creators and Guests

Host
Jonathan Stark
The Ditching Hourly Guy • For freelancers, consultants, and other experts who want to make more and work less w/o hiring
