Thoughts on...finding the 'right' client

In the latest instalment of an exclusive series for IFAonline and Professional Adviser, business consultant Steve Billingham explains how to find (and keep) clients in your target market.

clock

In the latest instalment of an exclusive series for IFAonline and Professional Adviser, business consultant Steve Billingham explains how to find (and keep) clients in your target market.

Previously we looked at how to find your niche market. Today I want to look at how you can attract more ideal clients from that niche. Essentially, now that you have a clearly identified target market or niche, getting your marketing message out to them is essentially a five-step process. Where is their 'pain'? Understanding your prosepctive clients' worries, problems, concerns and frustrations and how these affect their lives both practically and emotionally is crucial to crafting your marketing messages. You have to be able to get their attention and able to articulate their 'p...

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

Closing the advice gap: The case for attitudinal targeted support

Closing the advice gap: The case for attitudinal targeted support

TISA’s Sophie Legrand-Green on a ‘significant’ way to influence consumer behaviour

Sophie Legrand-Green
clock 14 May 2026 • 4 min read
Women in Financial Advice Awards 2026: All the nominations!

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Professional Adviser
clock 14 May 2026 • 29 min read
UK IFA deal numbers hit 'new peak' in 2025

UK IFA deal numbers hit 'new peak' in 2025

Deals rose from 50 to 133 between 2020 and 2025

Sophia Panayi
clock 12 May 2026 • 4 min read