Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level? Of course you are!
In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.
Reese shares his personal success story of targeting dentists and how it led to his hugely successful advisory business.
Reese Harper’s insights on niche marketing for financial advisors, the geographical expansion of his business, and the benefits of a centralized service model will revolutionize the way you approach serving your clients.
Reese and Bill discuss the financial diagnostic tool, “Elements.” This is like an EKG for your clients’ financial lives.
Bill and Reese discuss:
- Niche Specialization & Mastery: Reese examines the benefits of niche marketing for financial advisors in the dental industry for a targeted advisory approach.
- Strategic Journey: Strategies and takeaway action steps from Reese’s path to cultivating a flourishing niche advisory practice.
- Podcast Insights: Reese explains how his podcast has been instrumental in growing his firm.
- The “Elements” Methodology: A revelation of the Elements methodology and its profound influence on decision-making and client relationships.
- Standing Out: Practical advice for advisors aiming to distinguish themselves in a competitive market through specialization and added value.
- … And much more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Podcast: The Dentist Money Show
- Ep. #62 – The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Reese Harper:
- LinkedIn: Reese Harper
- Website: Elements
- Website: Dentist Advisors
- reese@getelements.com
- Instagram: @reeseharpercfp
About Reese Harper:
In 2007, Reese Harper founded Dentist Advisors with the aim of assisting dentists in making intelligent financial decisions and achieving financial independence. Since then, he has consulted with dentists across the country, helping them reach their personal and business financial goals using a scientific, data-driven decision-making methodology and technology he developed called Elements®.
Simultaneously, over the past several years, Harper’s team has been working to transform the Elements methodology into a turnkey system that can be utilized by financial advisors to provide a next-generation user experience and increased value for their clients.
The Elements Financial Planning System™ simplifies the process for financial advisors to organize and evaluate their clients’ comprehensive financial data at a glance. This enables them to focus on the functional and emotional jobs that drive results for their clients.
Podcast: Play in new window | Download | Embed