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Do you have an “origin story?” Are you using it to attract more Right-Fit Clients™ and become more referable?
When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and laser focused on your Right-Fit Clients™.
That’s exactly what our guest has done to build his successful advisory practice.
And one tool he uses to demonstrate his focus, credibility, and wisdom is a book – a book written specifically for his target market.
Michael Budnick, International Bestselling Author and Holistic Financial Planner, exemplifies this approach, targeting a specific demographic with tailored services and thought leadership.
In this episode, Michael shares his unique story and lessons learned in building his business. He demonstrates the importance and value of focusing on a specific target market, and the role of his books in attracting new clients.
Bill & Michael discuss:
- Michael’s transition from corporate work to establishing Budnick Wealth Management, specializing in retirement planning and college tuition advising.
- The creation of his books, including The Prosperous Nurse, and how they serve as tools for credibility and client acquisition.
- His strategic focus on nurses as a target market due to their caring nature and the practical business opportunities they present.
- The benefits of having a clear financial advisor target market, such as becoming an opinion leader and creating more effective client communication.
- The various methods he uses to promote his books and attract new clients, including LinkedIn campaigns, book signings, and leveraging client advocates.
- …And more!