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Are you tired of pursuing prospects? Did you know that it’s possible for you to create a process where ideal prospects are coming to you?  Many successful advisors are doing this!

The evidence is clear. Financial professionals who focus on a target market achieve faster, more significant growth.

.Are there exceptions? Of course. But in today’s market – full of mind-numbing noise, conflicting perspectives, pressure on fees, etc. – becoming the GO-TO EXPERT in a CLEARLY DEFINED NICHE will reduce friction in the client attraction process.


Targeting the Right Market or Affinity Group Will Help You:

  • Communicate a more relevant and compelling marketing message to capture attention and create action.
  • Easily establish your differentiation in a way that’s a clear benefit to your clients.
  • Become super referable faster – to get referrals to just the right prospects without even asking.
  • Build a reputation that attracts more Right-Fit Clients™ that are highly profitable and a joy to serve.
  • Humanize your business development using Relationship Marketing strategies and methods.


FREE On-Demand Webinar — Available Now!
Watch Webinar #3 (Reputation)

Ready to continue on your journey to Exponential Growth?

Check out the other two webinars in the 3 R’s of Relationship Marketing series and/or CLICK HERE to download a complimentary copy of Bill’s latest eGuide!
Take Me to Webinar #1 (Relevance)   
Take Me to Webinar #2 (Referrals)


Referral Coach