The Riches Are in the Niches (Webinar)

How to Choose a Profitable Target Market

With Guest Expert Bill Cates

I always say the riches are in the niches. If you’re a financial advisor without a target market, you’re missing out on valuable opportunities in your marketing.

Please join me in my newest webinar with special guest expert Bill Cates, the Referral Coach. Bill is the bestselling author of Get More Referrals and Beyond Referrals. Bill’s top-rated new book, Radical Relevance, is the definitive resource on how financial advisors can choose the best niche for them and sharpen their marketing message to cut through the noise. Together we’ll discuss how to choose a profitable target market and tailor your message accordingly.

In this content-packed webinar, Bill and I will discuss how to evaluate a target market to see if it’s right for you. 

Register now to learn:

  • What’s the right target market for you?
  • Is your target market viable?
  • Real-life examples of advisors who are doing well targeting various markets
  • Benefits of targeting a market
  • How to create and execute messaging for your target market


You don’t want to miss this exclusive (and completely free!) webinar. I’ll be giving away some free bonuses as well.

Register now to save your spot.

Meet Your Webinar Hosts


Claire Akin
bill cates about

Claire Akin, MBA

Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.

Bill Cates, CSP, CPAE, Referral Coach International

Bill works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All of our systems and programs have one overall goal in mind – to increase your revenue without increasing your marketing expenses.

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