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Are you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity?

In this LIVE "Advice Line" episode, financial advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him navigate the critical decision between pursuing doctor groups or focusing on individual doctors, and how to leverage his natural speaking abilities to attract ideal clients.

Key questions we answer include:

► Should I focus on marketing to doctor groups or individual doctors?

► How can I leverage my public speaking skills to attract more clients?

► Is it sustainable to market to multiple client demographics simultaneously?

Even if you don't work with doctors, this episode illuminates the foundational marketing decisions that must precede building an effective funnel. Learn why getting crystal clear on your target client is the "tiniest hinge that swings the biggest door" in advisor marketing.

Tune in as we help Stephen build the foundation for a focused marketing strategy that can transform his practice.

Resources:

Join Our Newsletter
Apply Here To Be On The Show: Get Your Marketing Questions Answered
Mulholland & Kuperstock Asset Management (Stephen’s firm)
Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
The White Coat Investor
ChatGPT
Claude

Hugo Toovey on the importance of getting your balls checked, from episode #67