Rethink: The Financial Advisor Podcast Episode 13

Episode 13: Attracting ideal clients as a thought leader

It is a new year, and if there is a great time to think about how to improve your business, this is it. We all want to attract our ideal client – but what are the best ways to do it?

Human nature is such that we seek subject matter experts in much the same way someone who has cancer will seek an oncologist rather than a general practitioner for advice. Similarly, by projecting yourself as a thought leader in your field, you can impact your business positively and attract your ideal client.

However, there is much more to this, and while I use the word ‘unpack’ too often, I try to explain further what is needed here in my discussion with Adam.

You better have a pencil and paper on hand for this one!

In this episode, Adam Holt & I discuss how proving yourself as a Subject Matter Expert (SME) and thought leader in your advisory niche is vital in attracting your ideal clients. In addition, Adam and I share our own experiences and offer guidance on developing yourself as a thought leader and spreading your knowledge as a subject matter expert.

To summarize, Adam and I discuss:

  • Finding your niche as a subject matter expert
  • Intentionality as a propeller in thought leadership
  • Tools that you can use to build your thought leadership
  • Blogs, vlogs, PR, engagement pods and what’s working today
  • And more

Connect With Derek Notman:

Connect With Adam Holt:

Additional resources:

Make 2022 the year for YOU!

We wish you a prosperous new year from Adam and me, and we hope you attain the success you know that you can achieve.

We will continue to share our thoughts, ideas, and experiences in many more ReThink podcasts to come. Stay tuned!

13. Rethink: Attracting Ideal Clients as a Thought Leader


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