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How a Financial Professional Learned to Market to Doctors

Episode 13 of March “Hangout Madness” was quite unique as it was our first live guest who had an amazing story about creating a niche with a very specific type of client.  Neil Inscoe, the “Transition Expert”, told us his story of how he literally “fell backwards” into becoming the go-to expert for business transition planning for physicians, dentists, chiropractors, and other small business owners.   Learning how to market to doctors and other small business owners is not that hard Neil tells us.  Most financial advisors simply don’t know how to go about it, what questions to ask, or how to become an expert.   But the great news is that Neil has a turn-key system to help financial professionals enter this niche of business transition as well.

How to market to Doctors

For Neil, learning how to market to doctors came easy once he knew that there was a huge void in transition planning.  No one seemed to be explaining to doctors (and other small business owners) in regards to how they actually go about transitioning their practice when they retire.  Neil told us that most physicians and small business owners work so hard building a sustainable and profitable business, that they never get around to learning how they should sell, pass on, or other transition their business.

And no one seems to be learning transition planning in school.  Sadly, this is where many small business have to learn the hard way (and usually get burned).  Moreover, this is why Neil believes this is such a huge opportunity for a financial advisor to help countless small business owners and to become the go-to expert in their area.  By simply knowing a few of the most common mistakes of business transitioning in conjunction with the basis questions and concerns that usually come up, you already know more than most doctors.  The rest comes naturally over time by associating with other experts like Neil that you can learn a great deal from.

To contact Neil directly, call (858)344-5110 or email him – [email protected]


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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

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