Do you have an “origin story”? Are you using it to attract more Right-Fit Clients™ and become more referable?
Have you figured out how to find your niche market – specifically one that’s clearly defined and profitable? Have you moved away from prospecting to attracting people to you?
In this episode of Top Advisor Podcast, host Bill Cates interviews financial advisor Dan Brothers, CFP®, who shares his insights on using his origin story to build rapport and trust with clients. Dan also reveals his strategy for selecting and focusing on a clear target market, that has propelled him to the top echelon among his peers.
Bill & Dan discuss:
- Utilizing your “Origin Story” to connect with clients and prospects on a personal level
- The importance of being genuine and authentic in how you communicate your value to prospects and clients.
- Factors to consider when trying to figure out how to find your niche market in financial advisory.
- His decision to focus on a niche market of individuals nearing retirement and the subsequent choice of a second niche to focus on asset accumulation.
- The role of his wife, Ashley Brothers, in defining her own niche with blue-collar-millionaires.
- …And so much more!
Resources:
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Dan Brothers:
About Dan Brothers, CFP®:
Originally from Wappinger Falls, NY, Dan Brothers began his career in 2009. After seeing firsthand what can happen to families after catastrophic loss, Dan joined became an advisor to ensure he would be able to do everything in his power to help individuals and families prepare for what lies ahead.
Dan has built his practice in the North Shore of Boston over the last decade plus. The practice is focused on individuals and families within 5 years of their desired retirement goals.
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