Hiding in Plain Sight: The Competitive Advantage You May Already Have
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Hiding in Plain Sight: The Competitive Advantage You May Already Have
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In this episode of The Advisors Business Hour, Sherry Sarver Johnson and Jeff Mount sit down with Jeremy Pugliese, CExP™, WMCP®, RICP®, TPCP® of Planning Alliance for a conversation about finding the right niche and what can happen when an advisor truly understands the people they serve.
Jeremy grew up in his family’s plumbing supply business, later operated his own plumbing service company, and spent years around contractors and people in the trades. When he eventually entered financial services, that experience gave him something that couldn’t be manufactured through marketing alone: a deep understanding of the business owners he wanted to help.
The conversation goes well beyond niche marketing. Jeremy shares how he works with construction and trade-business owners around profitability, job costing, key employee retention, business value, exit planning, and the team of CPAs, attorneys, M&A professionals, and other specialists often needed to navigate major transitions.
He also shares an idea that became one of our favorite moments from the conversation: “We sell promises.” For Jeremy, that means taking ownership, following through, helping everyone around the table show up prepared, and building a reputation around quality rather than volume. In this episode, we talk about:
- Finding a niche that connects naturally to your own experience
- Why truly knowing your market changes the client conversation
- Helping business owners understand profitability and business value
- Why exit planning often needs to begin earlier than owners expect
- Building strong centers of influence
- Jeremy’s approach to “radical responsibility”
- Why quality relationships can become a powerful source of referrals
Planning Alliance The Advisors Business Hour: The Heart & Hustle of Building a Great financial advisors, advisor growth, niche marketing, niche strategy, financial advisor niche, business owners, construction business, trades, exit planning, succession planning, business strategy, centers of influence, referral relationships, practice growth, Jeremy Pugliese,
🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.
For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.
To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.
Follow The Advisors Business Hour wherever you get your podcasts, and remember:
Build with purpose. Grow with integrity. Scale with confidence.
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