Ep 07: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant episode artwork

EPISODE · Jun 12, 2026 · 59 MIN

Ep 07: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant

from What Works - 2,500+ Years of Experience in Financial Planning · host Don Patrick

How do you build a successful niche marketing financial planning practice from the ground up? In this episode, we feature Mike Tarrant, the founder of Tarrant Financial Advisors in Atlanta, Georgia. Mike shares his journey from an administrative assistant to a seasoned financial planner with a thriving practice. He discusses his strategic approach to client acquisition, the importance of niche marketing, and the challenges of succession planning.Join us as Mike dives into his unique methods for developing deep client relationships, his experience with niche marketing for pharmacy professionals, and the importance of persistence and problem-solving in building a business. Mike also talks about his team structure, the role of delegation, and his personal journey in the financial planning industry.

How do you build a successful niche marketing financial planning practice from the ground up? In this episode, we feature Mike Tarrant, the founder of Tarrant Financial Advisors in Atlanta, Georgia. Mike shares his journey from an administrative assistant to a seasoned financial planner with a thriving practice. He discusses his strategic approach to client acquisition, the importance of niche marketing, and the challenges of succession planning.Join us as Mike dives into his unique methods for developing deep client relationships, his experience with niche marketing for pharmacy professionals, and the importance of persistence and problem-solving in building a business. Mike also talks about his team structure, the role of delegation, and his personal journey in the financial planning industry.

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Ep 07: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant

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This episode was published on June 12, 2026.

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How do you build a successful niche marketing financial planning practice from the ground up? In this episode, we feature Mike Tarrant, the founder of Tarrant Financial Advisors in Atlanta, Georgia. Mike shares his journey from an administrative...

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