Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people in – where they are sought out by prospects with their hand raised saying, “I’ve heard great things about you. You were highly recommended. I know you work with people just like me.”
And if you pick the right target market, you’ll likely find more enjoyment and passion in your work.
In this episode, Referral Coach Bill Cates speaks with Don Hilario, financial advisor and founder of Hilpan Moxie. Bill and Don discuss how Don found his niche working with Big Tech clients, specifically Google, and how having a very clear target market strategy can earn you validation as an advisor.
Bill and Don discuss:
- How Don carved out his niche with clients at Google.
- Don’s 4-5-6 method to acquire right-fit clients from Google.
- The clear benefits and potential drawbacks from having a very specific target market strategy.
- And more
Connect With Bill Cates:
- (301) 497-2200
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Don Hilario:
About Our Guest:
For over 15 years, Don Hilario has been a financial advisor for Big Tech employees. He collaborates with software engineers, managing directors, and tech recruiters to help them minimize taxes, accelerate growth & align investment decisions with smart goals – so they are specific, measurable, achievable, realistic, and time-oriented.
In 2012, Don started his own business, called Hilpan Moxie. Where he connects with his audience across different mediums, including interactive visualizations that empowers client engagement and transforms financial jargon into relatable and compelling stories.
When he isn’t working with clients, Don teaches Catechism at St. John Neumann, traveling with his wife and two daughters. And cheering on the New York Knicks!