Top Advisor Podcast

Top Advisor Podcast

Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®

December 02, 2021

The right mix of reputation marketing strategies, such as target marketing, hosting a podcast, and even getting paid to speak at events, all work together to bring more right-fit prospects into your business.

In this episode, Bill Cates is joined by Malcolm Ethridge CFP®, CRPC®, Executive Vice President and Financial Planner at CIC Wealth Management. Malcolm discusses how his reputation marketing efforts have changed his business dramatically over the last six months, including how he has continued to get qualified prospects contacting him because of the reputation he has created in a very specific target market.

Malcolm discusses: 

  • Why he chose to target the technology market––and what specific value he brings to clients
  • How his reputation within the market benefits his business
  • How much easier it is to get referrals by focusing on a narrow target market
  • Two strategies which played a significant role in building his business reputation


Connect With Malcolm:

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About Our Guest:

Malcolm Ethridge is a Certified Financial Planner™, speaker, blogger, and self-proclaimed personal finance nerd. His areas of expertise include retirement planning, investment portfolio development, tax planning, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and small business owners in tech make sense of some of the most complex financial situations that working professionals tend to face.