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

Reeves promises to not 'return back to austerity' in pre-Budget message

Reeves promises to not 'return back to austerity' in pre-Budget message

'Biggest drive for growth in a generation'

Michael Nelson
clock 26 November 2025 • 1 min read
Nearly half of advised HNW clients unaware of CGT allowance

Nearly half of advised HNW clients unaware of CGT allowance

Charles Stanley finds

Sahar Nazir
clock 25 November 2025 • 2 min read
CII launches vulnerability guide

CII launches vulnerability guide

For insurance and personal finance

Isabel Baxter
clock 25 November 2025 • 3 min read