Tag Archives: Reputation Marketing

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Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®

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

The right mix of reputation marketing strategies, such as target marketing, hosting a podcast, and even getting paid to speak at events, all work together to bring more right-fit prospects into your business.

In this episode, Bill Cates is joined by Malcolm Ethridge CFP®, CRPC®, Executive Vice President and Financial Planner at CIC Wealth Management. Malcolm discusses how his reputation marketing efforts have changed his business dramatically over the last six months, including how he has continued to get qualified prospects contacting him because of the reputation he has created in a very specific target market.

Malcolm discusses: 

  • Why he chose to target the technology market––and what specific value he brings to clients
  • How his reputation within the market benefits his business
  • How much easier it is to get referrals by focusing on a narrow target market
  • Two strategies which played a significant role in building his business reputation

Resources: 

Connect With Malcolm:

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About Our Guest:

Malcolm Ethridge is a Certified Financial Planner™, speaker, blogger, and self-proclaimed personal finance nerd. His areas of expertise include retirement planning, investment portfolio development, tax planning, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and small business owners in tech make sense of some of the most complex financial situations that working professionals tend to face.

 

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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:

Connect With Bill Cates:

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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