Monthly Archives: December 2021

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Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles

Education, Finance, Marketing, Speaking, , ,

Even advisors who are already successful may consider turning some of their focus to a specific target market. They often wonder if they should create a new company name and/or a new website to reflect that specific niche.

There is no right or wrong answer here. 

In this episode, Bill Cates speaks with Tiffany Charles, Chief Growth Officer of two financial firms; Destiny Capital and Entrepreneur Aligned. This interview focuses on the process that Tiffany and her partners went through to establish an entirely new target market and brand for their business without losing the traditional part of their practice.  

Tiffany discusses:

  • Why she decided to focus on serving certain types of entrepreneurs.
  • The fears, risks and opportunities of the new business approach.
  • The decision to create an entirely new website so as to convey the right messaging that would attract their Right-Fit Clients™ within that specific target market.

Resources: 

Connect With Bill Cates:

Connect With Tiffany Charles:

About Our Guest: 

Tiffany Charles is the Chief Growth Officer of two financial firms; Destiny Capital and  Entrepreneur Aligned. Her role is all about growing and expanding opportunities to deliver an unparalleled experience for her clients and team. Her passion is to empower entrepreneurs to live their highest vision and have the opportunity to positively change the world!

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Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®

Education, Finance, Marketing, Speaking, , , , , ,

The right mix of reputation marketing strategies, such as target marketing, hosting a podcast, and even getting paid to speak at events, all work together to bring more right-fit prospects into your business.

In this episode, Bill Cates is joined by Malcolm Ethridge CFP®, CRPC®, Executive Vice President and Financial Planner at CIC Wealth Management. Malcolm discusses how his reputation marketing efforts have changed his business dramatically over the last six months, including how he has continued to get qualified prospects contacting him because of the reputation he has created in a very specific target market.

Malcolm discusses: 

  • Why he chose to target the technology market––and what specific value he brings to clients
  • How his reputation within the market benefits his business
  • How much easier it is to get referrals by focusing on a narrow target market
  • Two strategies which played a significant role in building his business reputation

Resources: 

Connect With Malcolm:

Connect With Bill Cates:   

About Our Guest:

Malcolm Ethridge is a Certified Financial Planner™, speaker, blogger, and self-proclaimed personal finance nerd. His areas of expertise include retirement planning, investment portfolio development, tax planning, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and small business owners in tech make sense of some of the most complex financial situations that working professionals tend to face.

 

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