Tag Archives: Philanthropy

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Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

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

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities?

These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors.

While these are valid concerns, they are easily addressed.  Listen to this 35-minute podcast episode from Bill Cates to get the answers … and a whole lot more.

Whether you’ve never even considered narrowing your focus before, are looking for information on the best target markets for financial advisors or are already successfully implementing niche marketing in your business, there is something in this episode for you.

In this solo episode with Bill Cates, you will discover:

  • The 5 most prevalent, logical and overall best target markets for financial advisors to consider.

  • The 7 biggest benefits to pursuing a clear, well-defined, and lucrative target market.

  • The 5 critical characteristics of a viable target market. 

  • 11 specific examples of what real advisors are doing right now to find riches in the niches.

  • Answers to the 3 most burning questions advisors have around this strategy.

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Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock

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

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well?

In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.

Jeff discusses:

  • How Jeff uses philanthropic leadership to grow his business
  • What the elements of ‘the trifecta of difference’ can mean for your business.
  • How Jeff has created his incredible business––and what kept him going through doubt
  • Why you should create experiences that have a ‘shelf life’


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About Our Guest:

Jeff Chaddock: With over 32 years as a Private Wealth Advisor, Jeffrey Chaddock, CRPC® , APMA® is the CEO of Envisage Wealth, with four offices across Ohio. Jeffrey’s firm manages over 2.5 billion in client assets.  Jeff differentiates his practice by providing numerous civic, social, and educational opportunities for his clients and their guests.  Jeffrey is heavily involved in numerous charitable organizations and serves on the board of trustees at The Ohio University Foundation, where he established the Jeffrey D. Chaddock Endowed Scholarship program.

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