Tag Archives: Referral Coach

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Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®

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

You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that if you go too narrow, you’ll be missing out on valuable opportunities.

If you’ve been considering a specific target market, then perhaps this interview will tip the scales in that direction for you.

In this episode, Referral Coach Bill Cates is joined by Adam Cmejla CFP®, president of Integrated Planning & Wealth Management. Adam discusses his decision to focus on a very specific target market, which has brought him to an extraordinarily high level of success.

Adam discusses: 

  • How he started by targeting “white coat professionals,” but eventually narrowed his focus.
  • Why he believes strongly in the value of hyper-specific target markets for financial advisors.
  • The two bullseyes Adam shoots for that has enhanced his reputation and increased his revenue.
  • Why he launched his podcast, 20/20 Money, and how that as worked as a magnet to attract more ideal clients.

Resources: 

Connect With Adam Cmejla:

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About Our Guest:

Adam Cmejla CFP®, has been a financial advisor for 13 years. He helps optometrists nationwide make smart and informed decisions with their money in their practice and in their lives. Host of the “20/20 Money” podcast. Named to Investopedia.com’s 100 Top Financial Advisors of 2019 and Investment News’ 40 Under 40 for 2021.

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Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA

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

In this episode, Bill Cates is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year.

Do you have a promising team member who you’re grooming for more responsibility, in the hopes they will become a financial advisor? Are one or more of your team members a diamond in the rough waiting to be discovered?

Alanna discusses: 

  • How she transitioned her life from living in her car to becoming an administrative assistant position to becoming a successful financial advisor in her own right.
  • What encouraged her to take a big leap and become a financial advisor.
  • How her mentor, Joe DeSena, believed in her more than she did in herself.
  • A checklist for creating the right work environment that you can follow to move any and all of your team members forward in their own careers.

Connect With Alanna Morey:

Connect With Bill Cates:

About Our Guest:

Originally from Rochester, NY, Alanna now lives in Naples, FL with her fiance Eric and their Golden Retriever, Wrigley. Alanna’s relationships are very important to her, she loves spending time with her close family and friends. She also loves to cook and try out new recipes in the kitchen. Fitness is a passion of hers’ she enjoys CrossFit, biking and running. Exercise helps her to clear her mind and stay present.

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