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September 13, 2021 36 min

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: 

  • 20/20 Money
  • Radical Relevance by Bill Cates
  • Connect With Adam Cmejla:

  • Adam Cmejlia
  • Integrated Planning & Wealth Management
  • 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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