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| Name | Identify Your Ideal Clients in 5 Steps - Episode 11 |
| Video Uploader | Video From CEG Worldwide |
| Upload Date | This Video Uploaded At 31-08-2020 19:00:06 |
| Video Discription | Stop trying to be all things to all types of clients. Instead, zero in on exactly whom you want to work with by identifying the ideal affluent clients for your skill set, interests and goals. Build a great financial advisory business—and a great life! FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv ----------------------- + Our Blog: https://bit.ly/2NzSKKh + Facebook: https://bit.ly/2BATPPB + Twitter: https://bit.ly/3hZXY07 + LinkedIn: https://bit.ly/3i4kxAA ----------------------- To attract exactly the right types of clients for your advisory business—and then serve them extremely well—you must identify your ideal client with laser-like accuracy. To say you want to serve affluent clients is not nearly enough; you must drastically narrow your focus to the right affluent clients for you. Rather than trying to be something to every possible client, become everything to a select few highly ideal, highly profitable clients. The key is to take these five steps: 1. Create a profile of your ideal client. Identify the specific characteristics of the client who is ideal for your practice, then create your ideal client profile with as many details as you can so that you have a constant reminder of the specific affluent clients you will serve. Hint: If you want to move upmarket and serve wealthier clients, it makes sense to at least consider making business owners your ideal clients. 2. Identify the right niche. Dig deeper into your broad ideal client profile. An ideal client might be a business owner, but your niche might be business owners in the construction industry. Executives might be your ideal client, but your niche might be executives in the airline industry. 3. Research your niche. You want to fully understand your niche by having systematic conversations and interviews with members of the niche as well as centers of influence (accountants, attorneys, etc.) who work with members of the niche. 4. Stake your claim. This step is where you make the commitment to serve the niche extremely well so you become the go-to financial advisor among its members. 5. Release nonideal clients. Letting go of existing clients who aren’t right for you will greatly free up your time and enable you to focus on your ideal (and likely more affluent) clients. What’s more, those nonideal clients will be better served by someone else as you shift your focus. So check out the latest episode, and don’t forget to leave a comment letting me know about your business model. Do you say yes to any client who comes your way, or do you focus your business on serving a particular niche or type of client to whom you can be a hero? John Bowen Don’t forget to share this business-building advice with your team and others so they can gain key insights, too: https://youtu.be/HQx2TIyZ-sQ ===================== ABOUT JOHN BOWEN ===================== John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business. Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv [HQx2TIyZ-sQ] |
| Category | Education |
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