Ideal Client Personas Toolkit Intro

Transcript: In today’s world of hyper-personalization, you might be surprised to hear that over 70% of financial advisors still define their value proposition as generalists. 

Offering a wide range of services is expected, and valued by clients. But, it can be challenging. So how can you balance the needs of your clients while efficiently running your practice? 

The answer is specialization.

That means being more purposeful in marketing, more efficient in operations, being sought out for advice, and clearly articulating the clients you serve best.

Take the first step of specialization by using this toolkit to define your ideal client – and build a service model that not only supports your clients, but provides focus for you and your team.

Are you ready? Let’s grow.