Using Client Personas to Attract Your Ideal Client

Using Client Personas to Attract Your Ideal Client

Most financial advisors are familiar with the concept of creating an “ideal client profile” used to identify the type of prospects they want to target. However, that may not go far enough to attract and directly engage with digitally savvy high net-worth investors in the digital age. Emerging-affluent millennials, in particular, are cautious about who they engage with if they can’t see what’s in it for them.

In a digitally wired world, financial advisors need to be able to identify with their target market and communicate in a way they can identify with you. That requires taking the ideal client profile to the next level by digging deeper into who they are, what they do, how they think and communicate, and why they might want to engage with someone like you.

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Seven Things to Do to Set Yourself Up for Success as a Financial Advisor

Seven Things to Do to Set Yourself Up for Success as a Financial Advisor

All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your path to success, even … and this is key… even if you don’t feel like working!

Here is a set of seven principles that will help keep you focused and moving along your path to the very top of our profession.

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5 Reasons Why Prospects Will Hire You Over The Competition

5 Reasons Why Prospects Will Hire You Over The Competition

People won’t decide to do business with you because of your products, expertise, experience or reputation. These attributes (whilst important) will not ultimately convert prospects into loyal clients. Your hard skills won’t provide them with a compelling enough reason to hire you over the competition. If you want to impress prospects, you need to demonstrate that you are not only smart, but that you are likeable and trustworthy.

Here are five reasons why a prospect will hire you over the competition.

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