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Ep. #43 – Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

 

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities?

These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors.

While these are valid concerns, they are easily addressed.  Listen to this 35-minute podcast episode from Bill Cates to get the answers … and a whole lot more.

Whether you’ve never even considered narrowing your focus before, are looking for information on the best target markets for financial advisors or are already successfully implementing niche marketing in your business, there is something in this episode for you.

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In this solo episode with Bill Cates, you will discover:

  • The 5 most prevalent, logical and overall best target markets for financial advisors to consider.
  • The 7 biggest benefits to pursuing a clear, well-defined, and lucrative target market.
  • The 5 critical characteristics of a viable target market.
  • 11 specific examples of what real advisors are doing right now to find riches in the niches.
  • Answers to the 3 most burning questions advisors have around this strategy.

 

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

Do you know someone Bill should interview (including yourself)? 
Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


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