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...
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