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Top Advisor Podcast™
Ep. #71 – The Future of Niche Marketing for Financial Advisors: Proper Diagnosis and Targeting with Reese Harper, CFP®
Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level? Of course you are!
In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.
Reese shares his personal success story of targeting dentists and how it led to his hugely successful advisory business.
Reese Harper’s insights on niche marketing for financial advisors, the geographical expansion of his business, and the benefits of a centralized service model will revolutionize the way you approach serving your clients.
Reese and Bill discuss the financial diagnostic tool, “Elements.” This is like an EKG for your clients’ financial lives.
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Bill and Reese discuss:
- Niche Specialization & Mastery: Reese examines the benefits of niche marketing for financial advisors in the dental industry for a targeted advisory approach.
- Strategic Journey: Strategies and takeaway action steps from Reese’s path to cultivating a flourishing niche advisory practice.
- Podcast Insights: Reese explains how his podcast has been instrumental in growing his firm.
- The “Elements” Methodology: A revelation of the Elements methodology and its profound influence on decision-making and client relationships.
- Standing Out: Practical advice for advisors aiming to distinguish themselves in a competitive market through specialization and added value.
- … And much more!
Resources:
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About Our Guest
In 2007, Reese Harper founded Dentist Advisors with the aim of assisting dentists in making intelligent financial decisions and achieving financial independence. Since then, he has consulted with dentists across the country, helping them reach their personal and business financial goals using a scientific, data-driven decision-making methodology and technology he developed called Elements®. Simultaneously, over the past several years, Harper’s team has been working to transform the Elements methodology into a turnkey system that can be utilized by financial advisors to provide a next-generation user experience and increased value for their clients. The Elements Financial Planning System™ simplifies the process for financial advisors to organize and evaluate their clients’ comprehensive financial data at a glance. This enables them to focus on the functional and emotional jobs that drive results for their clients.
Connect With Reese Harper:
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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
