Financial Advisors Working With Technology Professionals

Financial Advisors Working With Technology Professionals. Technology is constantly advancing. It seems like every time I purchase a new smartphone or TV, there is a brand-new model out in the market a couple of days later with tons of bells and whistles that I’ve never heard of before. There is […]
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Financial Advisors: Attracting and Working With Medical Professionals

Financial Advisors: Attracting and Working With Medical Professionals. As a financial advisor, working with medical professionals is both rewarding and lucrative. Doctors, nurses, radiologists, anesthesiologists, emergency medical technicians, physician assistants, optometrists, pharmacists, psychiatrists, and psychologists. These professionals and other people working in the medical field generally have high incomes, complex […]
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Financial Advisors: Attracting and Working With LGBTQ Couples

Financial Advisors: Attracting and Working With LGBTQ Couples

Financial Advisors: Attracting and Working With LGBTQ Couples. As a Financial Advisor Coach working with advisors since 2004, I have noticed more and more advisors who want to work with and attract LGBTQ clients and couples. Nowadays, the LGBTQ community has more support from the international community than ever before; […]
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top financial advisor target markets

Mistake 1: Financial Advisors Lack a Target Market or Niche

Financial advisor target markets:  TM Development is key to ongoing financial success. One of the top marketing mistakes financial advisors make is to not focus on a niche, or target market. This lack of focus positions you as a generalist who will take any client walking through the door. While […]
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financial advisors selling to corporate executives

Financial Advisors Selling to Corporate Executives

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients. Since […]
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Financial Advisors Attracting Retirees and Retired Couples

Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]
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Financial advisors attracting small business owners

Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]
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The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series

Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]
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