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Idea from Kyle Maté


Turning Physicians Into Clients


I have found a way to get physicians as clients for fee-based financial advisors. It involves researching the niche deeply (which I've already done) crafting a powerful congruent message across an automated marketing sales funnel and then getting the prospect in front of you (physically or virtually) and turning them into a client. I am aware of the problems physicians face and how financial advisors can make a powerful impact, all FINRA and SEC approved.


Kyle Maté

Industry Category

Find writers and ideas in Finance


  • sales funnel
  • automatic clients
  • lead generation
  • financial advisors