Why You Shouldn’t Fear Specialization with Adam Cmejla

As the financial planning industry shifts from selling products to selling advice, trends indicate that things are going to be considerably different in the future. While it may seem counterintuitive, when selling your advice, the more targeted you make that group of prospects, the faster your book of clients will grow.

On this episode of Elementality, Reese welcomes Adam Cmejla who talks about his niche journey and the success his firm, Integrated Planning & Wealth Management, found serving a highly-specialized group of optometrists. Adam explains why the greater clarity you can give your message, the better you can define your reach. Find out why discovering the right niche for your advisory skills may be the way to go as you prepare for your firm’s future.

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