You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that if you go too narrow, you’ll be missing out on valuable opportunities.
If you’ve been considering a specific target market, then perhaps this interview will tip the scales in that direction for you.
In this episode, Referral Coach Bill Cates is joined by Adam Cmejla CFP®, president of Integrated Planning & Wealth Management. Adam discusses his decision to focus on a very specific target market, which has brought him to an extraordinarily high level of success.
Adam discusses:
- How he started by targeting “white coat professionals,” but eventually narrowed his focus.
- Why he believes strongly in the value of hyper-specific target markets for financial advisors.
- The two bullseyes Adam shoots for that has enhanced his reputation and increased his revenue.
- Why he launched his podcast, 20/20 Money, and how that as worked as a magnet to attract more ideal clients.
Resources:
Connect With Adam Cmejla:
Connect With Bill Cates:
- BillCates@referralcoach.com
- (301) 497-2200
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy
About Our Guest:
Adam Cmejla CFP®, has been a financial advisor for 13 years. He helps optometrists nationwide make smart and informed decisions with their money in their practice and in their lives. Host of the “20/20 Money” podcast. Named to Investopedia.com’s 100 Top Financial Advisors of 2019 and Investment News’ 40 Under 40 for 2021.
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