Six steps towards the perfect client base

CLIENTS

clock

Maria Marsala, adviser business coach and director of Elevating Your Business, offers her tips on how to build the ideal client bank.

Having a client base made up of ‘ideal’ clients makes networking easier and means an adviser is more likely to enjoy their work, according to high profile business coach Maria Marsala. But how should the adviser go about creating one? Here are Marsala’s six top tips. 1 Start with the client from hell The first thing to do is to create a list of attributes the client from hell would have, then make the opposite list and burn the first part. 2 Take an imaginary approach Visualise yourself at a networking event, in a room where you know your ideal client is. Imagine walking up to tha...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Female client focus 'vital' as great wealth transfer comes

Female client focus 'vital' as great wealth transfer comes

Intergenerational wealth planning importance

Professional Adviser
clock 06 February 2026 • 1 min read
Andrew Goodwin: Flipping the narrative on successful investing

Andrew Goodwin: Flipping the narrative on successful investing

'He's a pinball wizard, there has to be a twist'

Andrew Goodwin
clock 06 February 2026 • 4 min read
Paraplanners' confidence holding back progression

Paraplanners' confidence holding back progression

Aspiration and confidence gap over future career paths, SOTAN report finds

Isabel Baxter
clock 05 February 2026 • 3 min read