• The Advisor Solutions Podcast EP 125- Attracting Your Ideal Clients

  • Oct 8 2024
  • Length: 33 mins
  • Podcast

The Advisor Solutions Podcast EP 125- Attracting Your Ideal Clients

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  • Summary

  • Are you consistently attracting ideal clients? Do you have a system to get in front of your target market or, even more importantly, someone who could be an “A-Client”? If not, know that you are not alone.

    Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for consistently attracting their ideal clients. Unfortunately, they have never learned a step-wise approach to being able to identify, much less attract, the type of clients that they have always wanted. Instead, they typically utilize a hit-or-miss approach to building and growing their client base. As a result, they have fewer ideal clients than they would like.

    This episode shares practical strategies successful advisors and agents have used to attract ideal clients. These are not just theoretical concepts but actionable steps you can implement in your practice.
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