Focused Growth:
The Power of Target Marketing

Move from Push Prospecting to Attraction Marketing with a Lucrative Target Market

A HIGH-CONTENT WEBINAR from Bill Cates, CSP, CPAE
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Day of Week, Month Date, 2024 @ TIME Eastern

(TIME Central, TIME Mountain, TIME Pacific)

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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.

[Quote the Kitces Study?]

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 prospect 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.

 

âť—You will see many real-life examples of successful advisors thriving in their target market.âť—

 

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In This High-Content Session, You Will Discover How to:

  • Choose the right target market. (What are the best markets for advisors?)
  • Bust the common misconceptions that keep you from getting rich in your niche. (Hint – you won’t have to stop serving your current clients.)
  • Identify the right prospects inside your market. (Create one to three ideal personas).
  • Get more introductions to high-quality prospects who recognize your differentiation. (Your differentiation will be relevant to them!)
  • Expand the geographic reach of your business. (If you wish).
  • Create a reputation that draws prospects to contact you – to get in front of more people more easily.  (Less prospecting more attracting.)

NOW is the time to sharpen your focus and amplify your success!

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60 Minutes Maximum (including Q&A)

*** MANAGERS: Gather your reps together for a training session, either in-person or on Zoom. (Create time after the webinar for your reps to discuss their action steps.)


Finish Strong & Start 2025 Even Stronger!

REGISTRATIONS ARE LIMITED -- Reserve Your Seat Today!

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ABOUT YOUR HOST

Bill Cates, CSP, CPAE, works with 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, 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 3 best-selling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals gives you the word tracks and scripts to become appropriately proactive for quality introductions. He is the founder of The Cates Academy for Relationship Marketing™, was named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast (www.TopAdvisorPodcast.com) – now ranked in the Top 5% of podcasts worldwide.

 

QUESTIONS?

Send an E-mail to Bill ([email protected]) 

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