From IT to IFA: Is this man mad? Part 4

I wrote in April about the challenges of engaging with clients (making matters clear without overloading them with information.) I enjoy advising, and I think I’m getting better at it. But what I want now is clients to advise! But how do you find them? It’s going to be an ongoing issue until I have a client base of perhaps 100 self-sustaining clients. And, like most of the stages I’ve gone through on this journey from IT to IFA, it’s not that easy. The ideal client I have defined my ideal client: 55+, living within a reasonable distance, with a relevant level of assets, needing a...